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 |