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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
201
Laurel Wealth Planning
Minnesota
$356K +$333K +13,355 New
JP Morgan Chase
202
JP Morgan Chase
New York
$354K +$106K +4,255 +47%
BJL
203
Brighton Jones LLC
Washington
$350K +$747 +30 +0.2%
VHAM
204
Van Hulzen Asset Management
California
$345K -$68.7K -2,760 -18%
CFB
205
Cullen/Frost Bankers
Texas
$333K
SBSB
206
Sullivan, Bruyette, Speros & Blaney
Virginia
$329K
CH
207
Canton Hathaway
Rhode Island
$322K +$301K +12,100 New
MWM
208
Madison Wealth Management
Ohio
$320K
EFS
209
Essex Financial Services
Connecticut
$318K +$297K +11,945 New
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$315K +$33.2K +1,335 +13%
CCM
211
Carlson Capital Management
Minnesota
$309K +$48.6K +1,950 +21%
GWS
212
Glassman Wealth Services
Virginia
$306K -$18.8K -755 -6%
SFS
213
Sowell Financial Services
Arkansas
$303K
PCMC
214
Private Capital Management (Colorado)
Colorado
$302K
SC
215
Savant Capital
Illinois
$298K -$1.12K -45 -0.4%
AWM
216
AE Wealth Management
Kansas
$298K +$279K +11,185 New
VNA
217
Valley National Advisers
Pennsylvania
$296K +$1.25K +50 +0.5%
B
218
Bridgeworth
Alabama
$292K
1WM
219
1900 Wealth Management
Texas
$289K +$270K +10,855 New
CCA
220
Clearwater Capital Advisors
Illinois
$285K
RC
221
Roundview Capital
New Jersey
$282K -$8.72K -350 -3%
LNC
222
Lincoln National Corp
Pennsylvania
$281K -$7.1K -285 -3%
FM
223
Foster & Motley
Ohio
$275K
RJT
224
Raymond James Trust
Florida
$275K
AWA
225
Arete Wealth Advisors
Illinois
$273K -$19.3K -775 -7%