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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$275M +$16.6M +863,925 +7%
Invesco
2
Invesco
Georgia
$240M -$6.53M -339,990 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$188M +$1.42M +73,835 +0.8%
USAA
4
United Services Automobile Association
Texas
$142M +$5.73M +298,450 +4%
CSIA
5
Charles Schwab Investment Advisory
California
$106M +$9.18M +477,735 +10%
CFA
6
Carroll Financial Associates
North Carolina
$102M +$4.33M +225,640 +5%
Ameriprise
7
Ameriprise
Minnesota
$69.8M -$5.34M -277,890 -7%
LPL Financial
8
LPL Financial
California
$65.1M +$31.6M +1,645,125 +103%
CIA
9
Choate Investment Advisors
Massachusetts
$63M -$1.8M -93,640 -3%
Morgan Stanley
10
Morgan Stanley
New York
$58.2M +$3M +156,195 +6%
CC
11
Callan Capital
California
$56.4M +$1.03M +53,790 +2%
CAN
12
Cetera Advisor Networks
California
$55.9M -$33.4M -1,740,730 -38%
GC
13
Grimes & Company
Massachusetts
$49.6M +$277K +14,430 +0.6%
UBS Group
14
UBS Group
Switzerland
$49.6M -$33.4M -1,736,125 -41%
KL
15
Kinsight LLC
Alabama
$44.1M -$447K -23,245 -1%
BWM
16
Baystate Wealth Management
Massachusetts
$42M +$1.66M +86,360 +4%
SMA
17
Simply Money Advisors
Ohio
$39.4M -$12M -624,010 -24%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$38.7M +$110K +5,725 +0.3%
AIA
19
Arbor Investment Advisors
North Carolina
$35.8M -$3.16M -164,395 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$33.9M +$114K +5,940 +0.4%
LPT
21
Legacy Private Trust
Wisconsin
$32.9M -$8.31M -432,830 -21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$30.1M +$3.68M +191,450 +14%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$28.6M -$1.4M -72,795 -5%
Wells Fargo
24
Wells Fargo
California
$21.1M +$1.15M +60,100 +6%
GA
25
Geller Advisors
New York
$20.4M +$112K +5,855 +0.6%
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