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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 319 M +USD 32.3 M +1,740,710 +11%
Bank of America
2
Bank of America
North Carolina
USD 288 M +USD 13.4 M +720,815 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
USD 183 M +USD 7.42 M +399,255 +4%
Morgan Stanley
4
Morgan Stanley
New York
USD 89.6 M +USD 923 k +49,705 +1%
Spectrum Management Group
5
Spectrum Management Group
Indiana
USD 81.1 M -USD 2.89 M -155,385 -3%
United Services Automobile Association
6
United Services Automobile Association
Texas
USD 76.5 M – – –
UBS Group
7
UBS Group
Switzerland
USD 73 M +USD 15.1 M +812,700 +25%
SMA
8
Simply Money Advisors
Ohio
USD 62.7 M +USD 573 k +30,830 +0.9%
Wells Fargo
9
Wells Fargo
California
USD 52.7 M +USD 1.96 M +105,370 +4%
Forvis Mazars Wealth Advisors
10
Forvis Mazars Wealth Advisors
Missouri
USD 47.5 M +USD 262 k +14,095 +0.5%
Callan Capital
11
Callan Capital
California
USD 47.4 M +USD 1.35 M +72,785 +3%
Grimes & Company
12
Grimes & Company
Massachusetts
USD 47.1 M +USD 48.3 M +2,598,540 Nuevas
Geller Advisors
13
Geller Advisors
New York
USD 46.1 M +USD 1.04 M +56,050 +2%
Carroll Financial Associates
14
Carroll Financial Associates
North Carolina
USD 40.6 M +USD 16.8 M +906,195 +68%
Choate Investment Advisors
15
Choate Investment Advisors
Massachusetts
USD 36.2 M +USD 763 k +41,095 +2%
LPL Financial
16
LPL Financial
California
USD 35.9 M +USD 16.2 M +872,695 +79%
Kinsight LLC
17
Kinsight LLC
Alabama
USD 33.7 M -USD 2.1 M -113,240 -6%
Cetera Advisor Networks
18
Cetera Advisor Networks
California
USD 33 M – – –
Arbor Investment Advisors
19
Arbor Investment Advisors
North Carolina
USD 32.5 M +USD 360 k +19,395 +1%
WBG
20
Wharton Business Group
Pennsylvania
USD 28.3 M -USD 19.5 k -1,050 -0.1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 27.6 M +USD 439 k +23,640 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 26.7 M -USD 13.1 M -703,625 -32%
Baystate Wealth Management
23
Baystate Wealth Management
Massachusetts
USD 25.2 M +USD 2.66 M +143,235 +11%
Ameriprise
24
Ameriprise
Minnesota
USD 24.2 M +USD 8.52 M +458,435 +53%
Legacy Private Trust
25
Legacy Private Trust
Wisconsin
USD 24 M +USD 770 k +41,460 +3%
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