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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$240M -$15.4M -658,060 -6%
Bank of America
2
Bank of America
North Carolina
$235M +$146M +6,243,525 +170%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$229M -$2.37M -100,810 -1%
CSIA
4
Charles Schwab Investment Advisory
California
$195M -$10.2M -433,130 -5%
LPL Financial
5
LPL Financial
California
$176M +$3.96M +168,800 +2%
Ameriprise
6
Ameriprise
Minnesota
$171M +$9.8M +417,920 +6%
CFA
7
Carroll Financial Associates
North Carolina
$140M -$3.49M -148,875 -2%
USAA
8
United Services Automobile Association
Texas
$125M +$124M +5,283,050 New
WA
9
Waverly Advisors
Alabama
$99.4M +$2.03M +86,475 +2%
BWM
10
Baystate Wealth Management
Massachusetts
$91M +$4.04M +172,405 +5%
PI
11
PFS Investments
Georgia
$73.6M +$6.76M +288,135 +10%
CC
12
Callan Capital
California
$71.4M -$1.46M -62,270 -2%
Morgan Stanley
13
Morgan Stanley
New York
$69.3M -$9.65M -411,520 -12%
CAN
14
Cetera Advisor Networks
California
$61.2M +$1.64M +69,725 +3%
AIA
15
Arbor Investment Advisors
North Carolina
$51.6M -$40.7K -1,735 -0.1%
UBS Group
16
UBS Group
Switzerland
$41.7M -$810K -34,510 -2%
Wells Fargo
17
Wells Fargo
California
$39.9M -$524K -22,315 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$39M -$239K -10,180 -0.6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$38.3M -$2.47M -105,200 -6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$35.1M +$24.7M +1,054,830 +249%
AF
21
Allworth Financial
California
$33.5M +$13.1M +557,355 +65%
GC
22
Grimes & Company
Massachusetts
$32.6M -$741K -31,570 -2%
TA
23
Tiedemann Advisors
New York
$32M +$1.78M +75,855 +6%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$29.6M -$363K -15,475 -1%
DADC
25
D.A. Davidson & Co
Montana
$29.6M +$3.07M +131,050 +12%
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