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Invesco FTSE RAFI US 1000 Port
(46137V613)

Funds Reporting Holdings of Invesco FTSE RAFI US 1000 Port according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Charles Schwab Investment Advisory Inc 5,022,495 $585,824k Jun 30, 2019 Aug 12, 2019
BKD Wealth Advisors LLC 248,708 $29,009k Jun 30, 2019 Jul 10, 2019
Geller Advisors LLC 215,552 $25,142k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 146,098 $17,041k Jun 30, 2019 Aug 6, 2019
Sigma Investment Counselors Inc 138,725 $16,181k Jun 30, 2019 Jul 23, 2019
RFG Advisory LLC 131,150 $15,290k Jun 30, 2019 Aug 23, 2019
Osborne Partners Capital Management LLC 112,846 $13,162k Jun 30, 2019 Jul 18, 2019
Baker Ellis Asset Management LLC 100,772 $11,754k Jun 30, 2019 Aug 12, 2019
Arlington Financial Advisors LLC 70,432 $8,215k Jun 30, 2019 Aug 5, 2019
Klingman and Associates LLC 65,844 $7,680k Jun 30, 2019 Jul 24, 2019
RiverNorth Capital Management LLC 61,419 $7,164k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisory LLC 43,806 $5,110k Jun 30, 2019 Aug 8, 2019
Accredited Investors Inc 38,300 $4,467k Jun 30, 2019 Aug 13, 2019
Cambridge Investment Research Advisors Inc 37,820 $4,411k Jun 30, 2019 Aug 15, 2019
New England Investment & Retirement Group Inc 33,743 $3,936k Jun 30, 2019 Jul 31, 2019
Resource Planning Group Ltd 26,301 $3,068k Jun 30, 2019 Jul 18, 2019
Hirtle Callaghan & Co LLC 25,000 $2,916k Jun 30, 2019 Aug 13, 2019
Choate Investment Advisors LLC 24,064 $2,807k Jun 30, 2019 Aug 14, 2019
Spectrum Management Group Inc 23,849 $2,782k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 23,849 $2,782k Jun 30, 2019 Aug 2, 2019
FORT Point Capital Partners LLC 20,723 $2,417k Jun 30, 2019 Aug 9, 2019
DT Investment Partners LLC 20,044 $2,338k Jun 30, 2019 Jul 30, 2019
New England Private Wealth Advisors LLC 19,883 $2,319k Jun 30, 2019 Aug 8, 2019
Gratus Capital LLC 17,799 $2,076k Jun 30, 2019 Aug 7, 2019
Mcnamara Financial Services Inc 12,664 $1,436k Jun 30, 2019 Jul 12, 2019
Paragon Wealth Strategies LLC 10,705 $1,249k Jun 30, 2019 Jul 17, 2019
Cutler Investment Counsel LLC 9,681 $1,129k Jun 30, 2019 Aug 5, 2019
West Coast Financial LLC 9,622 $1,122k Jun 30, 2019 Jul 16, 2019
Paulson Wealth Management Inc 8,469 $1,003k Jun 30, 2019 Jul 30, 2019
Harborview Advisors LLC 7,505 $875k Jun 30, 2019 Aug 7, 2019
Blue FIN Capital Inc 7,242 $844k Jun 30, 2019 Jul 22, 2019
Bernicke Wealth Management Ltd 5,516 $643k Jun 30, 2019 Aug 5, 2019
Leonard Rickey Investment Advisors PLLC 5,353 $624k Jun 30, 2019 Jul 10, 2019
Madison Investment Holdings Inc 5,032 $587k Jun 30, 2019 Aug 13, 2019
SVA Plumb Wealth Management LLC 3,938 $459k Jun 30, 2019 Aug 13, 2019
Partners Capital Investment Group LLP 3,618 $422k Jun 30, 2019 Aug 12, 2019
The Retirement Planning Group Inc 3,326 $388k Jun 30, 2019 Jul 25, 2019
Cidel Asset Management Inc 3,249 $379k Jun 30, 2019 Aug 12, 2019
Chilton Capital Management LLC 3,245 $378k Jun 30, 2019 Aug 13, 2019
Bridgeworth LLC 3,201 $374k Jun 30, 2019 Jul 25, 2019
Summit Financial Strategies Inc 2,741 $320k Jun 30, 2019 Aug 8, 2019
Wellesley Investment Partners LLC 2,725 $317k Jun 30, 2019 Aug 5, 2019
Wealthplan Partners Inc 2,492 $286k Jun 30, 2019 Aug 19, 2019
Carlson Capital Management LLC 1,859 $217k Jun 30, 2019 Jul 15, 2019
LVW Advisors LLC 1,757 $205k Jun 30, 2019 Aug 14, 2019
Twin Focus Capital Partners LLC 1,752 $204k Jun 30, 2019 Aug 14, 2019
Signature Estate & Investment Advisors LLC 1,433 $167k Jun 30, 2019 Aug 1, 2019
Millburn Ridgefield Corporation 881 $103k Jun 30, 2019 Jul 18, 2019

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