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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$72.5M +$71.1M +4,473,440 New
BPB
2
Badgley, Phelps & Bell
Washington
$19.4M +$19M +1,195,570 New
Wells Fargo
3
Wells Fargo
California
$18M +$17.6M +1,109,865 New
Morgan Stanley
4
Morgan Stanley
New York
$17M +$16.7M +1,050,100 New
LPL Financial
5
LPL Financial
California
$13.6M +$13.3M +838,300 New
JWA
6
JFS Wealth Advisors
Pennsylvania
$12.2M +$12M +753,295 New
MAM
7
Marquette Asset Management
Minnesota
$8.3M +$8.14M +512,065 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.93M +$7.78M +489,285 New
RJA
9
Raymond James & Associates
Florida
$7.54M +$7.4M +465,365 New
U
10
UBS
Switzerland
$6.23M +$6.11M +384,535 New
NYLIM
11
New York Life Investment Management
New York
$6.21M +$6.09M +382,900 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.02M +$4.92M +309,820 New
MWAM
13
Mariner Wealth Advisors (Madison)
Kansas
$4.95M +$4.85M +305,375 New
OC
14
Oppenheimer & Co
New York
$3.67M +$3.6M +226,680 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.26M +$3.2M +201,125 New
CC
16
Callan Capital
California
$3.25M +$3.19M +200,875 New
CAN
17
Cetera Advisor Networks
California
$3.24M +$3.17M +199,250 New
CEMP
18
Compass Efficient Model Portfolios
Tennessee
$2.73M +$2.68M +168,355 New
CIBC World Market
19
CIBC World Market
Ontario, Canada
$2.63M +$2.58M +162,560 New
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$2.27M +$2.23M +140,380 New
MFP
21
Mosaic Financial Partners
California
$2.04M +$2M +125,690 New
AFG
22
Albion Financial Group
Utah
$1.93M +$1.89M +119,100 New
MIH
23
Madison Investment Holdings
Wisconsin
$1.85M +$1.81M +113,915 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.6M +$1.57M +99,020 New
PWAP
25
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.52M +$1.49M +93,750 New
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