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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
351
Pinnacle Wealth Planning Services
Ohio
$332K – – –
TF
352
Trek Financial
Arizona
$331K – – –
EC
353
Estate Counselors
Wisconsin
$330K +$338K +6,945 New
HTC
354
Haverford Trust Company
Pennsylvania
$330K -$70.7K -1,455 -17%
HAG
355
HighPoint Advisor Group
Illinois
$328K -$85.1K -1,751 -20%
VFA
356
Valeo Financial Advisors
Indiana
$327K – – –
PCMC
357
Paragon Capital Management (Colorado)
Colorado
$327K – – –
SC
358
Soundwatch Capital
Connecticut
$326K – – –
SEIA
359
Signature Estate & Investment Advisors
California
$326K -$42.3K -870 -11%
BB
360
Busey Bank
Illinois
$323K – – –
TFP
361
Traction Financial Partners
Wyoming
$321K – – –
CWA
362
Clarity Wealth Advisors
California
$320K -$12.2K -250 -4%
MCFP
363
Mallini Complete Financial Planning
Florida
$318K – – –
SAG
364
SageView Advisory Group
California
$318K -$441K -9,080 -58%
TCBWMS
365
Texas Capital Bank Wealth Management Services
Texas
$314K -$26.2K -540 -8%
CIC
366
Carnegie Investment Counsel
Ohio
$310K – – –
HI
367
Harbour Investments
Wisconsin
$310K -$3.45K -71 -1%
MMPW
368
Mitchell McLeod Pugh & Williams
Alabama
$310K – – –
DWM
369
Diversify Wealth Management
Utah
$309K +$37.2K +766 +14%
FA
370
Financial Alternatives
California
$308K – – –
TCIIS
371
TIAA-CREF Individual & Institutional Services
New York
$308K +$315K +6,479 New
HSA
372
HBK Sorce Advisory
Pennsylvania
$305K – – –
FCFC
373
First Commonwealth Financial Corp
Pennsylvania
$304K – – –
GC
374
Guidance Capital
Kentucky
$302K -$1.26M -25,886 -82%
CWP
375
Curated Wealth Partners
California
$302K -$56.1K -1,155 -15%
13 14
15
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