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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
176
Avantax Planning Partners
Iowa
$974K -$85.6K -2,700 -8%
PWP
177
Principle Wealth Partners
Connecticut
$971K – – –
JCM
178
Jacobi Capital Management
Pennsylvania
$963K -$3.96K -125 -0.4%
CCM
179
Colorado Capital Management
Colorado
$959K – – –
CWC
180
Carolinas Wealth Consulting
North Carolina
$954K -$6.34K -200 -0.7%
TRCT
181
Tower Research Capital (TRC)
New York
$934K +$416K +13,135 +79%
CFS
182
Cannon Financial Strategists
Georgia
$918K – – –
TCBWMS
183
Texas Capital Bank Wealth Management Services
Texas
$896K -$548K -17,290 -38%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$885K +$270K +8,510 +43%
EWM
185
Evercore Wealth Management
New York
$879K +$24.7K +780 +3%
PMFA
186
Plante Moran Financial Advisors
Michigan
$877K -$58.8K -1,855 -6%
Jane Street
187
Jane Street
New York
$864K +$873K +27,545 New
CFFP
188
Center for Financial Planning
Michigan
$859K +$158 +5 +0%
EWM
189
Echo Wealth Management
Minnesota
$832K -$66.4K -2,095 -7%
WWM
190
Windsor Wealth Management
Indiana
$808K – – –
CA
191
Cetera Advisors
Colorado
$801K +$46K +1,450 +6%
HWM
192
HB Wealth Management
Georgia
$799K – – –
AIA
193
AIMZ Investment Advisors
California
$784K – – –
EWM
194
Empirical Wealth Management
Washington
$783K +$195K +6,155 +33%
AA
195
Ancora Advisors
Ohio
$780K – – –
Stifel Financial
196
Stifel Financial
Missouri
$777K +$75.1K +2,370 +11%
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$772K +$780K +24,625 New
KWM
198
Kaydan Wealth Management
Michigan
$764K -$7.45K -235 -1%
AAM
199
Austin Asset Management
Texas
$761K – – –
GVAG
200
Great Valley Advisor Group
Delaware
$744K – – –