We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Paulson Wealth Management
Illinois
$509K -$484K -20,750 -49%
FCMT
177
Founders Capital Management (Texas)
Texas
$507K -$140K -6,000 -22%
JCM
178
Jacobi Capital Management
Pennsylvania
$507K +$18.7K +800 +4%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$500K +$55.4K +2,375 +13%
Brown Advisory
180
Brown Advisory
Maryland
$476K – – –
SWM
181
SVA Wealth Management
Wisconsin
$464K – – –
B
182
Bridgeworth
Alabama
$458K +$79.6K +3,415 +21%
PCG
183
Private Capital Group
Connecticut
$451K -$159K -6,820 -26%
UCFA
184
United Capital Financial Advisors
Texas
$447K +$9.91K +425 +2%
AIA
185
Avalon Investment & Advisory
Texas
$437K – – –
IDA
186
Intelligence Driven Advisers
California
$433K -$46.1K -1,975 -10%
ONB
187
Old National Bancorp
Indiana
$431K +$68.1K +2,920 +19%
PCIG
188
Partners Capital Investment Group
Massachusetts
$426K – – –
PP
189
Prudential plc
United Kingdom
$413K -$233K -10,000 -36%
IWC
190
Integrated Wealth Concepts
Massachusetts
$407K -$120K -5,155 -23%
WWM
191
Western Wealth Management
Colorado
$407K -$91.5K -3,925 -19%
N
192
Natixis
France
$400K -$1.86K -80 -0.5%
FLPIM
193
F.L. Putnam Investment Management
Massachusetts
$390K +$134K +5,735 +53%
CFS
194
CRA Financial Services
New Jersey
$384K – – –
CCM
195
Chilton Capital Management
Texas
$382K – – –
FIM
196
Frontier Investment Management
Texas
$381K +$7.93K +340 +2%
WB
197
Webster Bank
Connecticut
$377K -$79.6K -3,415 -18%
CS
198
Comerica Securities
Michigan
$376K – – –
CIBC World Market
199
CIBC World Market
Ontario, Canada
$373K +$78.2K +3,355 +27%
ACP
200
Aveo Capital Partners
Colorado
$373K +$355K +15,245 New