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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
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 35.9 M -USD 1.54 M -56,837 -4%
Invesco
2
Invesco
Georgia
USD 17 M -USD 407 k -15,030 -2%
FWM
3
Frontier Wealth Management
Missouri
USD 6.39 M +USD 404 k +14,922 +7%
Carroll Financial Associates
4
Carroll Financial Associates
North Carolina
USD 5.29 M +USD 30.9 k +1,142 +0.6%
Cetera Advisor Networks
5
Cetera Advisor Networks
California
USD 5.24 M +USD 1.86 M +68,846 +58%
Bank of America
6
Bank of America
North Carolina
USD 5.04 M +USD 384 k +14,191 +9%
Wells Fargo
7
Wells Fargo
California
USD 3.7 M -USD 6.52 M -240,834 -64%
Cutler Investment Counsel
8
Cutler Investment Counsel
Oregon
USD 3.1 M +USD 1.93 M +71,316 +179%
JFS Wealth Advisors
9
JFS Wealth Advisors
Pennsylvania
USD 2.91 M -USD 453 k -16,723 -14%
Morgan Stanley
10
Morgan Stanley
New York
USD 2.43 M -USD 319 k -11,792 -12%
Condor Capital Management
11
Condor Capital Management
New Jersey
USD 2.37 M +USD 2.3 M +85,072 Nuevas
Ameriprise
12
Ameriprise
Minnesota
USD 1.47 M +USD 70.5 k +2,603 +5%
Jane Street
13
Jane Street
New York
USD 1.46 M -USD 615 k -22,703 -30%
Bank of the West
14
Bank of the West
California
USD 1.31 M -USD 84 k -3,100 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 1.13 M +USD 328 k +12,112 +43%
Goldman Sachs
16
Goldman Sachs
New York
USD 1.11 M -USD 94.7 k -3,497 -8%
UBS Group
17
UBS Group
Switzerland
USD 844 k +USD 196 k +7,240 +31%
CIBC World Market
18
CIBC World Market
Ontario, Canada
USD 775 k +USD 36.5 k +1,348 +5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 697 k +USD 78.1 k +2,882 +13%
M Holdings Securities
20
M Holdings Securities
Oregon
USD 536 k -USD 95.9 k -3,541 -16%
Klingman & Associates
21
Klingman & Associates
New York
USD 334 k – – –
Mosaic Financial Partners
22
Mosaic Financial Partners
California
USD 308 k +USD 84.1 k +3,104 +39%
Stratos Wealth Partners
23
Stratos Wealth Partners
Ohio
USD 259 k -USD 27.9 k -1,031 -10%
West Coast Financial
24
West Coast Financial
California
USD 247 k -USD 88.2 k -3,257 -27%
Sigma Planning Corp
25
Sigma Planning Corp
Michigan
USD 215 k +USD 209 k +7,714 Nuevas
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