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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evercore Wealth Management
New York
$796K – – –
SPC
152
Sigma Planning Corp
Michigan
$782K +$63.7K +2,730 +9%
BFC
153
Blue Fin Capital
Rhode Island
$765K -$86.9K -3,725 -10%
ECM
154
ETrade Capital Management
Virginia
$729K +$6.76K +290 +0.9%
EVM
155
Eaton Vance Management
Massachusetts
$709K +$702K +30,085 New
TI
156
Truepoint Inc
Ohio
$699K -$6.3K -270 -0.9%
WP
157
WealthPLAN Partners
Nebraska
$679K -$1.4K -60 -0.2%
CFS
158
Cannon Financial Strategists
Georgia
$650K +$26.2K +1,125 +4%
AF
159
Advisornet Financial
Minnesota
$650K -$1.3M -55,570 -67%
WAM
160
Weatherly Asset Management
California
$646K -$35K -1,500 -5%
BWM
161
Bernicke Wealth Management
Wisconsin
$646K -$3.85K -165 -0.6%
BO
162
BRR OpCo
Ohio
$634K -$366K -15,710 -37%
SPIA
163
Steward Partners Investment Advisory
New York
$634K +$68.6K +2,940 +12%
LRIA
164
Leonard Rickey Investment Advisors
Washington
$623K -$7.34K -315 -1%
MIH
165
Madison Investment Holdings
Wisconsin
$593K – – –
AIA
166
AIMZ Investment Advisors
California
$589K – – –
APSP
167
Asset Planning Services (Pennsylvania)
Pennsylvania
$580K +$3.38K +145 +0.6%
HFA
168
HC Financial Advisors
California
$573K +$567K +24,300 New
CWM
169
Cornerstone Wealth Management
Missouri
$552K -$153K -6,555 -22%
AWA
170
Arete Wealth Advisors
Illinois
$550K +$1.52K +65 +0.3%
FNBT
171
FineMark National Bank & Trust
Florida
$545K -$324K -13,885 -38%
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$545K – – –
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$532K -$1.5M -64,265 -74%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$522K -$84.9K -3,640 -14%
Cerity Partners
175
Cerity Partners
New York
$520K -$398K -17,080 -44%