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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cornerstone Wealth Management
Missouri
$700K +$173K +7,525 +34%
TI
152
Truepoint Inc
Ohio
$698K +$47.2K +2,050 +7%
Stifel Financial
153
Stifel Financial
Missouri
$680K -$50.3K -2,185 -7%
WAM
154
Weatherly Asset Management
California
$674K -$18.4K -800 -3%
BWM
155
Bernicke Wealth Management
Wisconsin
$643K -$12.5K -545 -2%
FCMT
156
Founders Capital Management (Texas)
Texas
$642K
PP
157
Prudential plc
United Kingdom
$642K +$196K +8,500 +45%
OMC
158
Old Mission Capital
Illinois
$637K +$280K +12,165 +80%
WP
159
WealthPLAN Partners
Nebraska
$636K +$1.38K +60 +0.2%
LRIA
160
Leonard Rickey Investment Advisors
Washington
$624K +$19.8K +860 +3%
IA
161
IFG Advisory
Georgia
$620K -$6.33K -275 -1%
CFS
162
Cannon Financial Strategists
Georgia
$617K
Northern Trust
163
Northern Trust
Illinois
$617K -$161K -6,985 -21%
SC
164
Savant Capital
Illinois
$607K +$599K +26,040 New
Bank of New York Mellon
165
Bank of New York Mellon
New York
$602K -$1.21M -52,400 -67%
MIH
166
Madison Investment Holdings
Wisconsin
$587K -$405K -17,600 -41%
PCG
167
Private Capital Group
Connecticut
$584K +$115K +5,015 +24%
AIA
168
AIMZ Investment Advisors
California
$583K
APSP
169
Asset Planning Services (Pennsylvania)
Pennsylvania
$571K -$7.25K -315 -1%
SPIA
170
Steward Partners Investment Advisory
New York
$559K +$169K +7,360 +44%
AWA
171
Arete Wealth Advisors
Illinois
$542K +$78.8K +3,425 +17%
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$539K
IWC
173
Integrated Wealth Concepts
Massachusetts
$523K +$19K +825 +4%
WWM
174
Western Wealth Management
Colorado
$496K +$83.5K +3,630 +21%
JCM
175
Jacobi Capital Management
Pennsylvania
$483K +$35.7K +1,550 +8%