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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$227M -$2.6M -172,430 -1%
Bank of America
2
Bank of America
North Carolina
$109M +$16.8M +1,116,070 +18%
Morgan Stanley
3
Morgan Stanley
New York
$40.2M +$13.9M +919,750 +53%
LPL Financial
4
LPL Financial
California
$36.6M -$2.87M -190,270 -7%
CC
5
Callan Capital
California
$35.9M +$3.12M +206,905 +10%
SMA
6
Simply Money Advisors
Ohio
$35.6M +$20.7M +1,369,315 +139%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$35.3M +$5.17M +342,500 +17%
Wells Fargo
8
Wells Fargo
California
$32.1M +$1.61M +106,550 +5%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$26.9M +$26.9M +1,782,090 New
RCM
10
Rivernorth Capital Management
Florida
$25.4M -$769K -51,000 -3%
AIA
11
Arbor Investment Advisors
North Carolina
$24.8M +$1.13M +74,850 +5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$23.9M +$2.52M +166,960 +12%
U
13
UBS
Switzerland
$21.7M +$7.77M +515,085 +56%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$19.3M +$19.3M +1,281,230 New
LPT
15
Legacy Private Trust
Wisconsin
$19M -$1.6M -106,080 -8%
CAN
16
Cetera Advisor Networks
California
$16.5M -$679K -44,995 -4%
OPCM
17
Osborne Partners Capital Management
California
$15.7M +$921K +61,055 +6%
BWM
18
Baystate Wealth Management
Massachusetts
$13.9M +$691K +45,770 +5%
CFA
19
Carroll Financial Associates
North Carolina
$13.8M +$982K +65,070 +8%
OC
20
Oppenheimer & Co
New York
$12.8M +$455K +30,135 +4%
DIA
21
Denver Investment Advisors
Colorado
$12.7M – – –
GA
22
Geller Advisors
New York
$11.5M +$9.8M +649,260 +563%
KL
23
Kinsight LLC
Alabama
$11.2M +$11.2M +744,215 New
SIC
24
Sigma Investment Counselors
Michigan
$10.8M +$316K +20,940 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$9.83M +$1.35M +89,680 +16%
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