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Invesco FTSE RAFI US 1000 ETF
PRF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Invesco
1
Invesco
Georgia
USD 238 M -USD 10 M -630,590 -4%
Bank of America
2
Bank of America
North Carolina
USD 139 M +USD 18.4 M +1,158,565 +16%
Morgan Stanley
3
Morgan Stanley
New York
USD 48.8 M +USD 4.41 M +276,830 +10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 45.5 M +USD 6.4 M +401,895 +17%
Callan Capital
5
Callan Capital
California
USD 43 M +USD 3.38 M +212,690 +9%
LPL Financial
6
LPL Financial
California
USD 41.9 M +USD 2.39 M +150,150 +6%
SMA
7
Simply Money Advisors
Ohio
USD 41.7 M +USD 2.55 M +160,535 +7%
Wells Fargo
8
Wells Fargo
California
USD 39 M +USD 3.53 M +222,075 +10%
Forvis Mazars Wealth Advisors
9
Forvis Mazars Wealth Advisors
Missouri
USD 33.7 M +USD 3.95 M +247,980 +14%
UBS
10
UBS
Switzerland
USD 32 M +USD 7.74 M +486,530 +34%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
USD 30.7 M +USD 4.25 M +267,040 +17%
Arbor Investment Advisors
12
Arbor Investment Advisors
North Carolina
USD 28.1 M +USD 846 k +53,135 +3%
Spectrum Management Group
13
Spectrum Management Group
Indiana
USD 27.4 M +USD 26.2 M +1,649,400 Nuevas
Raymond James Financial Services Advisors
14
Raymond James Financial Services Advisors
Florida
USD 22.9 M +USD 1.53 M +96,405 +8%
Oppenheimer & Co
15
Oppenheimer & Co
New York
USD 22.5 M +USD 8.14 M +511,415 +60%
Geller Advisors
16
Geller Advisors
New York
USD 21.9 M +USD 8.87 M +557,375 +73%
Legacy Private Trust
17
Legacy Private Trust
Wisconsin
USD 20.1 M -USD 782 k -49,170 -4%
Rivernorth Capital Management
18
Rivernorth Capital Management
Florida
USD 18.2 M -USD 9.35 M -587,500 -35%
Cetera Advisor Networks
19
Cetera Advisor Networks
California
USD 17.6 M -USD 495 k -31,075 -3%
Osborne Partners Capital Management
20
Osborne Partners Capital Management
California
USD 16.7 M -USD 541 k -34,000 -3%
Baystate Wealth Management
21
Baystate Wealth Management
Massachusetts
USD 16.5 M +USD 1.24 M +78,150 +9%
Kinsight LLC
22
Kinsight LLC
Alabama
USD 15.4 M +USD 2.9 M +182,135 +24%
Denver Investment Advisors
23
Denver Investment Advisors
Colorado
USD 14 M – – –
Tillar-Wenstrup Advisors
24
Tillar-Wenstrup Advisors
Ohio
USD 13.4 M +USD 12.8 M +807,360 Nuevas
Carroll Financial Associates
25
Carroll Financial Associates
North Carolina
USD 12.9 M -USD 2.19 M -137,695 -15%
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