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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 231 M -USD 805 k -46,790 -0.4%
Bank of America
2
Bank of America
North Carolina
USD 208 M +USD 35.4 M +2,055,475 +21%
Morgan Stanley
3
Morgan Stanley
New York
USD 75.9 M +USD 14.4 M +837,710 +24%
Spectrum Management Group
4
Spectrum Management Group
Indiana
USD 64.5 M +USD 33.8 M +1,964,695 +117%
SMA
5
Simply Money Advisors
Ohio
USD 61.7 M +USD 15.2 M +880,960 +34%
Deutsche Bank
6
Deutsche Bank
Germany
USD 60.3 M +USD 58 M +3,368,610 +8,652%
LPL Financial
7
LPL Financial
California
USD 53.4 M +USD 6.64 M +385,785 +15%
UBS
8
UBS
Switzerland
USD 49.1 M +USD 14.8 M +861,275 +45%
Wells Fargo
9
Wells Fargo
California
USD 44.6 M +USD 702 k +40,765 +2%
Callan Capital
10
Callan Capital
California
USD 44.2 M -USD 5.69 M -330,790 -12%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
USD 42 M +USD 2.81 M +163,300 +7%
Forvis Mazars Wealth Advisors
12
Forvis Mazars Wealth Advisors
Missouri
USD 39 M +USD 942 k +54,740 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 38 M -USD 752 k -43,715 -2%
Geller Advisors
14
Geller Advisors
New York
USD 33.1 M +USD 3.82 M +221,855 +13%
Arbor Investment Advisors
15
Arbor Investment Advisors
North Carolina
USD 31.7 M +USD 904 k +52,535 +3%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 24.6 M +USD 149 k +8,675 +0.6%
Oppenheimer & Co
17
Oppenheimer & Co
New York
USD 24.4 M +USD 61.8 k +3,590 +0.3%
Legacy Private Trust
18
Legacy Private Trust
Wisconsin
USD 23.2 M -USD 257 k -14,925 -1%
Texas Capital Bancshares
19
Texas Capital Bancshares
Texas
USD 22.9 M +USD 2.02 M +117,145 +10%
Cetera Advisor Networks
20
Cetera Advisor Networks
California
USD 21.8 M +USD 1.15 M +66,855 +6%
Rivernorth Capital Management
21
Rivernorth Capital Management
Florida
USD 21.3 M – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 20.7 M +USD 4.14 M +240,680 +26%
Baystate Wealth Management
23
Baystate Wealth Management
Massachusetts
USD 19.7 M +USD 996 k +57,880 +5%
Carroll Financial Associates
24
Carroll Financial Associates
North Carolina
USD 19.3 M +USD 2.93 M +170,250 +18%
Kinsight LLC
25
Kinsight LLC
Alabama
USD 17.4 M +USD 940 k +54,630 +6%
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