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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$238M -$10M -630,590 -4%
Bank of America
2
Bank of America
North Carolina
$139M +$18.4M +1,158,565 +16%
Morgan Stanley
3
Morgan Stanley
New York
$48.8M +$4.41M +276,830 +10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$45.5M +$6.4M +401,895 +17%
CC
5
Callan Capital
California
$43M +$3.38M +212,690 +9%
LPL Financial
6
LPL Financial
California
$41.9M +$2.39M +150,150 +6%
SMA
7
Simply Money Advisors
Ohio
$41.7M +$2.55M +160,535 +7%
Wells Fargo
8
Wells Fargo
California
$39M +$3.53M +222,075 +10%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$33.7M +$3.95M +247,980 +14%
U
10
UBS
Switzerland
$32M +$7.74M +486,530 +34%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$30.7M +$4.25M +267,040 +17%
AIA
12
Arbor Investment Advisors
North Carolina
$28.1M +$846K +53,135 +3%
SMG
13
Spectrum Management Group
Indiana
$27.4M +$26.2M +1,649,400 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$22.9M +$1.53M +96,405 +8%
OC
15
Oppenheimer & Co
New York
$22.5M +$8.14M +511,415 +60%
GA
16
Geller Advisors
New York
$21.9M +$8.87M +557,375 +73%
LPT
17
Legacy Private Trust
Wisconsin
$20.1M -$782K -49,170 -4%
RCM
18
Rivernorth Capital Management
Florida
$18.2M -$9.35M -587,500 -35%
CAN
19
Cetera Advisor Networks
California
$17.6M -$495K -31,075 -3%
OPCM
20
Osborne Partners Capital Management
California
$16.7M -$541K -34,000 -3%
BWM
21
Baystate Wealth Management
Massachusetts
$16.5M +$1.24M +78,150 +9%
KL
22
Kinsight LLC
Alabama
$15.4M +$2.9M +182,135 +24%
DIA
23
Denver Investment Advisors
Colorado
$14M – – –
TWA
24
Tillar-Wenstrup Advisors
Ohio
$13.4M +$12.8M +807,360 New
CFA
25
Carroll Financial Associates
North Carolina
$12.9M -$2.19M -137,695 -15%
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