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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
$493M +$6.1M +182,365 +1%
Bank of America
2
Bank of America
North Carolina
$349M +$14M +418,160 +4%
Invesco
3
Invesco
Georgia
$217M -$1.33M -39,915 -0.6%
Ameriprise
4
Ameriprise
Minnesota
$211M +$15.4M +460,745 +8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$206M -$1.71M -51,135 -0.8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$197M +$3.62M +108,285 +2%
WA
7
Waverly Advisors
Alabama
$162M +$2.75M +82,125 +2%
RA
8
RFG Advisory
Alabama
$115M +$19.2M +573,795 +21%
CFA
9
Carroll Financial Associates
North Carolina
$93.9M +$1.69M +50,600 +2%
BWM
10
Baystate Wealth Management
Massachusetts
$92.9M +$2.09M +62,515 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$79M +$10.2M +304,490 +15%
Morgan Stanley
12
Morgan Stanley
New York
$74.6M +$1.19M +35,485 +2%
AIA
13
Arbor Investment Advisors
North Carolina
$69.3M -$507K -15,160 -0.7%
LPL Financial
14
LPL Financial
California
$65.8M +$1.78M +53,290 +3%
LW
15
Linscomb Wealth
Texas
$65.4M +$2.05M +61,345 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$65.3M +$1.55M +46,425 +3%
DADC
17
D.A. Davidson & Co
Montana
$51.1M +$345K +10,330 +0.7%
ME
18
McIlrath & Eck
Washington
$50.2M -$636K -19,020 -1%
RVPG
19
Relative Value Partners Group
$50M -$36.1K -1,080 -0.1%
KAS
20
Kestra Advisory Services
Texas
$44.3M -$228K -6,830 -0.5%
HCP
21
Holt Capital Partners
Texas
$40.8M -$354K -10,600 -0.9%
CC
22
Callan Capital
California
$39M -$752K -22,490 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$37.4M +$9.75M +291,520 +37%
GC
24
Grimes & Company
Massachusetts
$33.3M -$602K -17,995 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$33M -$900K -26,905 -3%
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