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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$420M -$15.1M -474,230 -3%
Bank of America
2
Bank of America
North Carolina
$311M +$662K +20,805 +0.2%
Invesco
3
Invesco
Georgia
$218M -$864K -27,150 -0.4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$197M -$9.62M -302,060 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$183M +$1M +31,530 +0.6%
Ameriprise
6
Ameriprise
Minnesota
$172M +$23.1M +725,265 +16%
WA
7
Waverly Advisors
Alabama
$148M +$3.56M +111,680 +3%
CFA
8
Carroll Financial Associates
North Carolina
$87.9M +$1.19M +37,470 +1%
BWM
9
Baystate Wealth Management
Massachusetts
$82.8M +$15.2M +478,420 +23%
RA
10
RFG Advisory
Alabama
$80.8M +$16.5M +517,325 +26%
Morgan Stanley
11
Morgan Stanley
New York
$67.8M -$1.27M -39,925 -2%
AIA
12
Arbor Investment Advisors
North Carolina
$64.6M -$1.45M -45,590 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$62.4M +$18.1M +569,635 +41%
LW
14
Linscomb Wealth
Texas
$57.4M +$1.81M +56,775 +3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$55.1M +$2.8M +87,960 +5%
LPL Financial
16
LPL Financial
California
$47.5M -$1.47M -46,185 -3%
ME
17
McIlrath & Eck
Washington
$47.5M -$602K -18,900 -1%
DADC
18
D.A. Davidson & Co
Montana
$46.6M +$1.08M +33,980 +2%
RVPG
19
Relative Value Partners Group
$45.8M +$957K +30,055 +2%
KAS
20
Kestra Advisory Services
Texas
$41.4M +$416K +13,065 +1%
HCP
21
Holt Capital Partners
Texas
$38.2M -$43.8K -1,375 -0.1%
CC
22
Callan Capital
California
$37.2M -$3.23M -101,415 -8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$33M +$618K +19,405 +2%
GC
24
Grimes & Company
Massachusetts
$32.5M -$887K -27,850 -3%
UBS Group
25
UBS Group
Switzerland
$30M +$1.68M +52,640 +6%
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