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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
176
Center for Financial Planning
Michigan
$378K
CIA
177
Choate Investment Advisors
Massachusetts
$377K -$1.21M -58,235 -77%
CAM
178
Cidel Asset Management
Ontario, Canada
$371K +$64.6K +3,100 +22%
WIA
179
Wealthstreet Investment Advisors
Texas
$358K -$32.5K -1,560 -9%
VFM
180
Vivid Financial Management
California
$357K -$14.3K -685 -4%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$353K +$121K +5,785 +55%
CCM
182
Chilton Capital Management
Texas
$351K -$12.5K -600 -4%
DTC
183
Davidson Trust Company
Washington
$351K +$28.5K +1,370 +9%
Citadel Advisors
184
Citadel Advisors
Florida
$349K -$2.11M -101,150 -86%
IWM
185
IHT Wealth Management
Illinois
$337K -$231K -11,095 -42%
CS
186
Comerica Securities
Michigan
$334K +$1.56K +75 +0.5%
ONB
187
Old National Bancorp
Indiana
$333K
PIA
188
Perennial Investment Advisors
California
$329K -$52.1K -2,500 -14%
AWA
189
Arete Wealth Advisors
Illinois
$320K -$4.17K -200 -1%
DIP
190
DT Investment Partners
Pennsylvania
$320K
NEGWA
191
New England Guild Wealth Advisors
Connecticut
$316K -$4.48K -215 -1%
ASN
192
Advisory Services Network
Georgia
$312K +$200K +9,610 +200%
WF
193
Welch & Forbes
Massachusetts
$298K +$287K +13,755 New
CG
194
Colony Group
Massachusetts
$297K +$286K +13,725 New
CWC
195
Carolinas Wealth Consulting
North Carolina
$291K -$12.9K -620 -4%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$290K -$11K -530 -4%
SFS
197
Sowell Financial Services
Arkansas
$284K
SC
198
Steph & Co
Wisconsin
$283K -$95.8K -4,600 -26%
BJL
199
Brighton Jones LLC
Washington
$283K +$938 +45 +0.3%
CFB
200
Cullen/Frost Bankers
Texas
$271K +$52.1K +2,500 +25%