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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
$449M +$34M +1,050,555 +8%
Bank of America
2
Bank of America
North Carolina
$308M +$1.27M +39,355 +0.4%
Invesco
3
Invesco
Georgia
$201M -$14.4M -444,640 -7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$192M -$3.36M -104,005 -2%
Ameriprise
5
Ameriprise
Minnesota
$180M +$9.62M +297,570 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$178M -$2.07M -64,000 -1%
WA
7
Waverly Advisors
Alabama
$160M +$6.52M +201,790 +4%
RA
8
RFG Advisory
Alabama
$87.9M +$8.33M +257,605 +10%
CFA
9
Carroll Financial Associates
North Carolina
$85.1M -$1.76M -54,335 -2%
BWM
10
Baystate Wealth Management
Massachusetts
$83.7M +$1.99M +61,550 +2%
Morgan Stanley
11
Morgan Stanley
New York
$67.6M +$674K +20,865 +1%
AIA
12
Arbor Investment Advisors
North Carolina
$64.3M +$593K +18,340 +0.9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$63.3M +$1.67M +51,670 +3%
LPL Financial
14
LPL Financial
California
$59M +$12.3M +379,715 +26%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$58.8M +$4.44M +137,250 +8%
LW
16
Linscomb Wealth
Texas
$58.3M +$1.65M +51,040 +3%
ME
17
McIlrath & Eck
Washington
$46.9M +$14.5K +450 +0%
DADC
18
D.A. Davidson & Co
Montana
$46.8M +$756K +23,385 +2%
RVPG
19
Relative Value Partners Group
$46.1M +$929K +28,760 +2%
KAS
20
Kestra Advisory Services
Texas
$41M +$142K +4,405 +0.3%
HCP
21
Holt Capital Partners
Texas
$38M +$288K +8,900 +0.7%
CC
22
Callan Capital
California
$36.7M -$22.9K -710 -0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$31.3M -$1.36M -42,225 -4%
GC
24
Grimes & Company
Massachusetts
$31.2M -$917K -28,365 -3%
UBS Group
25
UBS Group
Switzerland
$29.5M -$197K -6,085 -0.6%
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