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Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 12.7 M +USD 414 k +14,527 +3%
FWM
2
Frontier Wealth Management
Missouri
USD 6.32 M +USD 194 k +6,793 +3%
Invesco
3
Invesco
Georgia
USD 4.87 M +USD 4.32 M +151,546 +699%
Bank of America
4
Bank of America
North Carolina
USD 3.98 M +USD 874 k +30,638 +28%
JFS Wealth Advisors
5
JFS Wealth Advisors
Pennsylvania
USD 3.45 M +USD 60.9 k +2,136 +2%
Goldman Sachs
6
Goldman Sachs
New York
USD 2.86 M -USD 853 k -29,912 -23%
UBS Group
7
UBS Group
Switzerland
USD 2.5 M +USD 71.7 k +2,515 +3%
Bank of the West
8
Bank of the West
California
USD 1.43 M -USD 9.41 k -330 -0.6%
Morgan Stanley
9
Morgan Stanley
New York
USD 1.39 M -USD 65.7 k -2,303 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
USD 1.17 M – – –
CIBC World Market
11
CIBC World Market
Ontario, Canada
USD 765 k +USD 2.74 k +96 +0.4%
M Holdings Securities
12
M Holdings Securities
Oregon
USD 648 k +USD 33.8 k +1,185 +5%
Cutler Investment Counsel
13
Cutler Investment Counsel
Oregon
USD 501 k +USD 15.5 k +544 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 413 k +USD 227 k +7,973 +119%
United Capital Financial Advisors
15
United Capital Financial Advisors
Texas
USD 380 k +USD 183 k +6,409 +90%
Cetera Advisor Networks
16
Cetera Advisor Networks
California
USD 351 k – – –
Klingman & Associates
17
Klingman & Associates
New York
USD 338 k +USD 57 k +2,000 +20%
Cerity Partners OCIO
18
Cerity Partners OCIO
New York
USD 285 k +USD 86 +3 +0%
Sigma Planning Corp
19
Sigma Planning Corp
Michigan
USD 260 k -USD 41.8 k -1,466 -14%
LPL Financial
20
LPL Financial
California
USD 256 k +USD 4.42 k +155 +2%
Genesis Wealth Advisors
21
Genesis Wealth Advisors
Massachusetts
USD 138 k -USD 1.6 k -56 -1%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
USD 108 k +USD 103 k +3,623 +1,812%
Next Financial Group
23
Next Financial Group
Texas
USD 86 k +USD 7.99 k +280 +10%
Glenmede Trust
24
Glenmede Trust
Pennsylvania
USD 41 k – – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
USD 32 k – – –
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