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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
201
WealthPLAN Partners
Nebraska
$664K +$623K +20,240 New
M&T Bank
202
M&T Bank
New York
$656K -$55.4K -1,800 -8%
CIBC World Market
203
CIBC World Market
Ontario, Canada
$651K +$33.7K +1,095 +6%
RJT
204
Raymond James Trust
Florida
$641K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$640K +$20K +650 +3%
MSFS
206
Main Street Financial Solutions
Pennsylvania
$630K
MFG
207
Merit Financial Group
Georgia
$629K +$32.5K +1,055 +5%
SHFA
208
SC&H Financial Advisors
Maryland
$625K +$1.85K +60 +0.3%
GC
209
Gratus Capital
Georgia
$625K -$48.5K -1,575 -7%
CB
210
Cadence Bank
Mississippi
$621K +$8.15K +265 +1%
SPFA
211
Summit Place Financial Advisors
New Jersey
$621K
SC
212
Sinecera Capital
Texas
$619K -$72.8K -2,365 -11%
SFG
213
Sovereign Financial Group
Connecticut
$594K +$56.3K +1,830 +11%
PWM
214
Paulson Wealth Management
Illinois
$584K
EWM
215
Empirical Wealth Management
Washington
$584K +$119K +3,870 +26%
GA
216
Geller Advisors
New York
$577K
AIP
217
Almanack Investment Partners
Pennsylvania
$575K +$570K +18,530 New
BJL
218
Brighton Jones LLC
Washington
$553K -$15.1K -490 -3%
CAM
219
Cresset Asset Management
Illinois
$549K
Brown Advisory
220
Brown Advisory
Maryland
$548K
CFG
221
Cooper Financial Group
California
$540K -$133K -4,320 -20%
TRCT
222
Tower Research Capital (TRC)
New York
$517K +$218K +7,095 +74%
WWM
223
Western Wealth Management
Colorado
$491K +$174K +5,660 +56%
WCWM
224
Willow Creek Wealth Management
California
$490K +$486K +15,805 New
PWA
225
Pillar Wealth Advisors
Pennsylvania
$489K