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Invesco FTSE RAFI US 1000 ETF
PRF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
USD 48.1 M +USD 3.17 M +60,805 +7%
Garrett Wealth Advisory Group
27
Garrett Wealth Advisory Group
Texas
USD 43.5 M +USD 478 k +9,187 +1%
UBS Group
28
UBS Group
Switzerland
USD 42.2 M -USD 309 k -5,940 -0.8%
AlphaCore Capital
29
AlphaCore Capital
California
USD 41.5 M -USD 2.15 M -41,322 -5%
Grimes & Company
30
Grimes & Company
Massachusetts
USD 40.3 M -USD 816 k -15,675 -2%
Osaic Holdings
31
Osaic Holdings
Arizona
USD 38.6 M +USD 2.99 M +57,522 +9%
Penserra Capital Management
32
Penserra Capital Management
California
USD 38.6 M +USD 8.99 M +172,715 +32%
Equitable Holdings
33
Equitable Holdings
New York
USD 36.1 M +USD 618 k +11,866 +2%
PFG
34
Pinnacle Financial Group
Illinois
USD 35.9 M -USD 167 k -3,201 -0.5%
Rothschild Investment LLC
35
Rothschild Investment LLC
Illinois
USD 35.5 M +USD 701 k +13,466 +2%
WWA
36
WCG Wealth Advisors
Nevada
USD 33.6 M +USD 28.4 M +546,048 +719%
Klingman & Associates
37
Klingman & Associates
New York
USD 33.2 M -USD 208 k -3,986 -0.6%
HighTower Advisors
38
HighTower Advisors
Illinois
USD 32.7 M +USD 973 k +18,695 +3%
CCM
39
Charter Capital Management
Wisconsin
USD 32.7 M +USD 486 k +9,327 +2%
JP Morgan Chase
40
JP Morgan Chase
New York
USD 32.5 M -USD 1.16 M -22,347 -4%
Corient Private Wealth
41
Corient Private Wealth
Florida
USD 31.5 M -USD 9.16 M -175,915 -23%
Charles Schwab Trust
42
Charles Schwab Trust
Nevada
USD 31.2 M -USD 3.12 M -59,993 -9%
SI
43
Saxon Interests
Texas
USD 31.1 M +USD 3.73 M +71,733 +14%
BWA
44
Boulder Wealth Advisors
Colorado
USD 30.5 M +USD 776 k +14,904 +3%
Truist Financial
45
Truist Financial
North Carolina
USD 29.7 M -USD 219 k -4,213 -0.8%
HWA
46
Heritage Wealth Architects
Minnesota
USD 29.2 M +USD 908 k +17,434 +3%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
USD 28.4 M -USD 303 k -5,822 -1%
AQR Capital Management
48
AQR Capital Management
Connecticut
USD 28.4 M +USD 6.29 M +120,764 +30%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
USD 28 M -USD 801 k -15,391 -3%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
USD 28 M +USD 1.12 M +21,494 +4%
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