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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 36.6 M -USD 1.08 M -33,528 -3%
Invesco
2
Invesco
Georgia
USD 18.9 M +USD 810 k +25,223 +5%
Ameriprise
3
Ameriprise
Minnesota
USD 12.5 M +USD 2.32 M +72,130 +23%
FWM
4
Frontier Wealth Management
Missouri
USD 6.56 M -USD 32.7 k -1,018 -0.5%
Bank of America
5
Bank of America
North Carolina
USD 5.89 M -USD 2.33 M -72,580 -29%
Wells Fargo
6
Wells Fargo
California
USD 4.84 M +USD 107 k +3,342 +2%
Cutler Investment Counsel
7
Cutler Investment Counsel
Oregon
USD 4.73 M +USD 438 k +13,652 +10%
Carroll Financial Associates
8
Carroll Financial Associates
North Carolina
USD 4.5 M -USD 5.78 k -180 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
USD 3.66 M +USD 568 k +17,687 +19%
Jane Street
10
Jane Street
New York
USD 3.51 M +USD 3.15 M +98,001 +1,107%
Condor Capital Management
11
Condor Capital Management
New Jersey
USD 2.78 M +USD 49.8 k +1,552 +2%
JFS Wealth Advisors
12
JFS Wealth Advisors
Pennsylvania
USD 2.72 M -USD 174 k -5,419 -6%
Cetera Advisor Networks
13
Cetera Advisor Networks
California
USD 2.47 M -USD 24.9 k -776 -1%
Bank of the West
14
Bank of the West
California
USD 1.8 M +USD 47.2 k +1,470 +3%
UBS Group
15
UBS Group
Switzerland
USD 1.2 M +USD 118 k +3,663 +11%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 1.13 M +USD 311 k +9,674 +39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 728 k +USD 73.3 k +2,283 +11%
Scotia Capital
18
Scotia Capital
Ontario, Canada
USD 640 k +USD 73.4 k +2,288 +13%
Mosaic Financial Partners
19
Mosaic Financial Partners
California
USD 569 k -USD 9.7 k -303 -2%
Klingman & Associates
20
Klingman & Associates
New York
USD 532 k +USD 105 k +3,272 +25%
Tillar-Wenstrup Advisors
21
Tillar-Wenstrup Advisors
Ohio
USD 427 k +USD 27.7 k +863 +7%
National Planning Corporation
22
National Planning Corporation
California
USD 425 k -USD 177 k -5,530 -30%
M Holdings Securities
23
M Holdings Securities
Oregon
USD 384 k -USD 48.1 k -1,498 -11%
LPL Financial
24
LPL Financial
California
USD 260 k -USD 3.53 k -110 -1%
Harvest Capital Management
25
Harvest Capital Management
New Hampshire
USD 248 k +USD 21.8 k +680 +10%
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