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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARC
151
Advisor Resource Council
Texas
$1.4M +$1.36M +40,700 New
SWM
152
Shakespeare Wealth Management
Wisconsin
$1.39M -$62.2K -1,860 -4%
PP
153
Prudential plc
United Kingdom
$1.38M +$73.6K +2,200 +6%
CFS
154
Cannon Financial Strategists
Georgia
$1.27M
WWM
155
Windsor Wealth Management
Indiana
$1.22M
KFP
156
KB Financial Partners
New Jersey
$1.21M -$309K -9,230 -21%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$1.21M +$315K +9,425 +37%
APP
158
Avantax Planning Partners
Iowa
$1.21M +$1.17M +35,140 New
EVM
159
Eaton Vance Management
Massachusetts
$1.2M
CCM
160
Colorado Capital Management
Colorado
$1.13M -$23.2K -695 -2%
KWM
161
Kaydan Wealth Management
Michigan
$1.13M +$1.1M +32,800 New
CFFP
162
Center for Financial Planning
Michigan
$1.09M -$114K -3,405 -10%
Stifel Financial
163
Stifel Financial
Missouri
$1.09M -$23.9K -715 -2%
CL
164
COWA LLC
Oklahoma
$1.07M +$58.5K +1,750 +15%
TA
165
Tiedemann Advisors
New York
$1.07M +$1.34K +40 +0.1%
PWP
166
Principle Wealth Partners
Connecticut
$1.06M
BSW
167
Buckingham Strategic Wealth
Missouri
$1.06M +$19.9K +595 +2%
PMFA
168
Plante Moran Financial Advisors
Michigan
$1.06M -$16.6K -495 -2%
CWC
169
Carolinas Wealth Consulting
North Carolina
$1.04M +$466K +13,925 +85%
BO
170
BRR OpCo
Ohio
$1.03M +$21.6K +645 +2%
WP
171
Wealthspan Partners
Iowa
$1.03M +$999K +29,885 New
VWA
172
V Wealth Advisors
Kansas
$1.01M -$14.2K -425 -1%
GC
173
Gratus Capital
Georgia
$1M -$1.34K -40 -0.1%
JCM
174
Jacobi Capital Management
Pennsylvania
$981K +$8.36K +250 +0.9%
EWM
175
Evercore Wealth Management
New York
$968K -$46.3K -1,385 -5%