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icono de PRF

Invesco FTSE RAFI US 1000 ETF
PRF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 275 M +USD 16.6 M +863,925 +7%
Invesco
2
Invesco
Georgia
USD 240 M -USD 6.53 M -339,990 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
USD 188 M +USD 1.42 M +73,835 +0.8%
United Services Automobile Association
4
United Services Automobile Association
Texas
USD 142 M +USD 5.73 M +298,450 +4%
Charles Schwab Investment Advisory
5
Charles Schwab Investment Advisory
California
USD 106 M +USD 9.18 M +477,735 +10%
Carroll Financial Associates
6
Carroll Financial Associates
North Carolina
USD 102 M +USD 4.33 M +225,640 +5%
Ameriprise
7
Ameriprise
Minnesota
USD 69.8 M -USD 5.34 M -277,890 -7%
LPL Financial
8
LPL Financial
California
USD 65.1 M +USD 31.6 M +1,645,125 +103%
Choate Investment Advisors
9
Choate Investment Advisors
Massachusetts
USD 63 M -USD 1.8 M -93,640 -3%
Morgan Stanley
10
Morgan Stanley
New York
USD 58.2 M +USD 3 M +156,195 +6%
Callan Capital
11
Callan Capital
California
USD 56.4 M +USD 1.03 M +53,790 +2%
Cetera Advisor Networks
12
Cetera Advisor Networks
California
USD 55.9 M -USD 33.4 M -1,740,730 -38%
Grimes & Company
13
Grimes & Company
Massachusetts
USD 49.6 M +USD 277 k +14,430 +0.6%
UBS Group
14
UBS Group
Switzerland
USD 49.6 M -USD 33.4 M -1,736,125 -41%
Kinsight LLC
15
Kinsight LLC
Alabama
USD 44.1 M -USD 447 k -23,245 -1%
Baystate Wealth Management
16
Baystate Wealth Management
Massachusetts
USD 42 M +USD 1.66 M +86,360 +4%
SMA
17
Simply Money Advisors
Ohio
USD 39.4 M -USD 12 M -624,010 -24%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 38.7 M +USD 110 k +5,725 +0.3%
Arbor Investment Advisors
19
Arbor Investment Advisors
North Carolina
USD 35.8 M -USD 3.16 M -164,395 -8%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 33.9 M +USD 114 k +5,940 +0.4%
Legacy Private Trust
21
Legacy Private Trust
Wisconsin
USD 32.9 M -USD 8.31 M -432,830 -21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 30.1 M +USD 3.68 M +191,450 +14%
Forvis Mazars Wealth Advisors
23
Forvis Mazars Wealth Advisors
Missouri
USD 28.6 M -USD 1.4 M -72,795 -5%
Wells Fargo
24
Wells Fargo
California
USD 21.1 M +USD 1.15 M +60,100 +6%
Geller Advisors
25
Geller Advisors
New York
USD 20.4 M +USD 112 k +5,855 +0.6%
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