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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Evercore Wealth Management
New York
$968K -$46.3K -1,385 -5%
PCIG
177
Partners Capital Investment Group
Massachusetts
$962K +$276K +8,250 +42%
GA
178
Geller Advisors
New York
$942K +$4.01K +120 +0.4%
SWP
179
Stratos Wealth Partners
Ohio
$927K -$57K -1,705 -6%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$919K +$895K +26,775 New
SFA
181
Sequoia Financial Advisors
Ohio
$875K +$852K +25,495 New
CIAS
182
Capital Investment Advisory Services
North Carolina
$874K +$425K +12,705 +100%
WTA
183
Washington Trust Advisors
Massachusetts
$867K +$844K +25,235 New
MSFS
184
Main Street Financial Solutions
Pennsylvania
$862K – – –
WCF
185
West Coast Financial
California
$861K – – –
AIA
186
AIMZ Investment Advisors
California
$859K – – –
Brown Advisory
187
Brown Advisory
Maryland
$857K +$391K +11,700 +88%
AA
188
Ancora Advisors
Ohio
$853K -$18.8M -562,690 -96%
APSP
189
Asset Planning Services (Pennsylvania)
Pennsylvania
$848K +$3.85K +115 +0.5%
AAM
190
Austin Asset Management
Texas
$833K +$811K +24,265 New
GVAG
191
Great Valley Advisor Group
Delaware
$811K +$5.85K +175 +0.7%
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$794K – – –
AC
193
Abbrea Capital
California
$770K – – –
IAN
194
Integrated Advisors Network
Texas
$768K +$104K +3,100 +16%
RJT
195
Raymond James Trust
Florida
$765K +$88.1K +2,635 +13%
MFG
196
Merit Financial Group
Georgia
$758K +$2.01K +60 +0.3%
SC
197
Sinecera Capital
Texas
$751K +$731K +21,865 New
WP
198
WealthPLAN Partners
Nebraska
$711K -$1.17K -35 -0.2%
CAM
199
Cresset Asset Management
Illinois
$705K +$687K +20,540 New
SPFA
200
Summit Place Financial Advisors
New Jersey
$687K – – –