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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
226
Welch Group
Alabama
$472K +$468K +15,225 New
PIA
227
Perennial Investment Advisors
California
$472K – – –
MCM
228
MAI Capital Management
Ohio
$466K +$14.8K +480 +3%
LNC
229
Lincoln National Corp
Pennsylvania
$453K +$2.15K +70 +0.5%
PCA
230
Personal Capital Advisors
California
$450K -$365K -11,855 -45%
HPC
231
HM Payson & Co
Maine
$448K – – –
VNA
232
Valley National Advisers
Pennsylvania
$440K – – –
FA
233
Fermata Advisors
California
$426K -$9.24M -300,315 -96%
PFPT
234
Pinnacle Financial Partners (Tennessee)
Tennessee
$421K – – –
BSW
235
Buckingham Strategic Wealth
Missouri
$417K -$288K -9,375 -41%
FM
236
Foster & Motley
Ohio
$414K -$1.54K -50 -0.4%
1WM
237
1900 Wealth Management
Texas
$406K – – –
SWP
238
Stratos Wealth Partners
Ohio
$400K +$150K +4,870 +61%
CFS
239
CRA Financial Services
New Jersey
$400K -$57.7K -1,875 -13%
BFC
240
Blue Fin Capital
Rhode Island
$398K – – –
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$398K – – –
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$397K – – –
TWP
243
Transparent Wealth Partners
Arkansas
$395K -$139K -4,525 -26%
OIA
244
OneDigital Investment Advisors
Kansas
$393K -$45.1K -1,465 -10%
IAS
245
Insigneo Advisory Services
Florida
$390K +$387K +12,565 New
CA
246
Continuum Advisory
Idaho
$388K +$6.31K +205 +2%
VWA
247
V Wealth Advisors
Kansas
$388K +$27.1K +880 +8%
CFB
248
Cullen/Frost Bankers
Texas
$388K – – –
CCA
249
Cobblestone Capital Advisors
New York
$382K – – –
WANY
250
Wealthspire Advisors (New York)
New York
$381K -$13.1K -425 -3%
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