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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arete Wealth Advisors
Illinois
$598K +$6.94K +285 +1%
VFA
177
Valeo Financial Advisors
Indiana
$591K +$351K +14,395 +161%
LWANC
178
Laurel Wealth Advisors (North Carolina)
North Carolina
$586K
FNBT
179
FineMark National Bank & Trust
Florida
$585K -$731 -30 -0.1%
HFA
180
HC Financial Advisors
California
$580K -$34.7K -1,425 -6%
Cerity Partners
181
Cerity Partners
New York
$560K
NEGWA
182
New England Guild Wealth Advisors
Connecticut
$557K -$516K -21,175 -49%
PWM
183
Paulson Wealth Management
Illinois
$557K
SWM
184
SVA Wealth Management
Wisconsin
$555K +$54.2K +2,225 +11%
GRP
185
Global Retirement Partners
California
$546K -$438K -17,995 -45%
FCMT
186
Founders Capital Management (Texas)
Texas
$545K
TRCT
187
Tower Research Capital (TRC)
New York
$532K +$288K +11,830 +129%
PCG
188
Private Capital Group
Connecticut
$479K -$5.24K -215 -1%
WIA
189
Wealthstreet Investment Advisors
Texas
$479K +$460K +18,890 New
Bank of New York Mellon
190
Bank of New York Mellon
New York
$476K -$82.3K -3,380 -15%
AIA
191
Avalon Investment & Advisory
Texas
$470K
PCA
192
Personal Capital Advisors
California
$461K +$443K +18,180 New
PCIG
193
Partners Capital Investment Group
Massachusetts
$458K
IDA
194
Intelligence Driven Advisers
California
$452K -$12.7K -520 -3%
CWM
195
Cornerstone Wealth Management
Missouri
$443K -$145K -5,960 -25%
CFFP
196
Center for Financial Planning
Michigan
$442K +$425K +17,445 New
VFM
197
Vivid Financial Management
California
$439K +$419K +17,195 New
SC
198
Steph & Co
Wisconsin
$422K +$406K +16,655 New
FLPIM
199
F.L. Putnam Investment Management
Massachusetts
$420K
CFS
200
CRA Financial Services
New Jersey
$412K