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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPG
151
Resource Planning Group
Georgia
$1.4M -$193K -5,770 -12%
ARC
152
Advisor Resource Council
Texas
$1.4M +$1.36M +40,700 New
SWM
153
Shakespeare Wealth Management
Wisconsin
$1.39M -$62.2K -1,860 -4%
PP
154
Prudential plc
United Kingdom
$1.38M +$73.6K +2,200 +6%
CFS
155
Cannon Financial Strategists
Georgia
$1.27M – – –
WWM
156
Windsor Wealth Management
Indiana
$1.22M – – –
KFP
157
KB Financial Partners
New Jersey
$1.21M -$309K -9,230 -21%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$1.21M +$315K +9,425 +37%
APP
159
Avantax Planning Partners
Iowa
$1.21M +$1.17M +35,140 New
EVM
160
Eaton Vance Management
Massachusetts
$1.2M – – –
CCM
161
Colorado Capital Management
Colorado
$1.13M -$23.2K -695 -2%
KWM
162
Kaydan Wealth Management
Michigan
$1.13M +$1.1M +32,800 New
CFFP
163
Center for Financial Planning
Michigan
$1.09M -$114K -3,405 -10%
Stifel Financial
164
Stifel Financial
Missouri
$1.09M -$23.9K -715 -2%
CL
165
COWA LLC
Oklahoma
$1.07M +$58.5K +1,750 +15%
TA
166
Tiedemann Advisors
New York
$1.07M +$1.34K +40 +0.1%
PWP
167
Principle Wealth Partners
Connecticut
$1.06M – – –
BSW
168
Buckingham Strategic Wealth
Missouri
$1.06M +$19.9K +595 +2%
PMFA
169
Plante Moran Financial Advisors
Michigan
$1.06M -$16.6K -495 -2%
CWC
170
Carolinas Wealth Consulting
North Carolina
$1.04M +$466K +13,925 +85%
BO
171
BRR OpCo
Ohio
$1.03M +$21.6K +645 +2%
WP
172
Wealthspan Partners
Iowa
$1.03M +$999K +29,885 New
VWA
173
V Wealth Advisors
Kansas
$1.01M -$14.2K -425 -1%
GC
174
Gratus Capital
Georgia
$1M -$1.34K -40 -0.1%
JCM
175
Jacobi Capital Management
Pennsylvania
$981K +$8.36K +250 +0.9%