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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 242 M +USD 9.8 M +435,330 +4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
USD 220 M +USD 563 k +24,965 +0.3%
Charles Schwab Investment Advisory
3
Charles Schwab Investment Advisory
California
USD 194 M +USD 10.5 M +467,370 +6%
LPL Financial
4
LPL Financial
California
USD 163 M +USD 4.61 M +204,320 +3%
Ameriprise
5
Ameriprise
Minnesota
USD 153 M +USD 10 M +442,000 +7%
Carroll Financial Associates
6
Carroll Financial Associates
North Carolina
USD 137 M +USD 1.46 M +64,890 +1%
Waverly Advisors
7
Waverly Advisors
Alabama
USD 92.3 M +USD 2.74 M +121,480 +3%
Baystate Wealth Management
8
Baystate Wealth Management
Massachusetts
USD 86.3 M +USD 26.7 M +1,183,850 +46%
Bank of America
9
Bank of America
North Carolina
USD 82.5 M -USD 208 M -9,209,525 -72%
Morgan Stanley
10
Morgan Stanley
New York
USD 75 M +USD 10.3 M +457,100 +16%
Callan Capital
11
Callan Capital
California
USD 69.1 M -USD 1.75 M -77,485 -2%
PFS Investments
12
PFS Investments
Georgia
USD 65 M +USD 14.7 M +653,815 +30%
Cetera Advisor Networks
13
Cetera Advisor Networks
California
USD 56.4 M -USD 1.1 M -48,710 -2%
Arbor Investment Advisors
14
Arbor Investment Advisors
North Carolina
USD 49 M +USD 720 k +31,960 +1%
UBS Group
15
UBS Group
Switzerland
USD 40.3 M -USD 6.96 M -308,920 -15%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 38.6 M -USD 2.07 M -91,765 -5%
Wells Fargo
17
Wells Fargo
California
USD 38.4 M +USD 4.16 M +184,395 +12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 37.2 M -USD 4.07 M -180,480 -10%
Grimes & Company
19
Grimes & Company
Massachusetts
USD 31.6 M -USD 792 k -35,150 -2%
Tiedemann Advisors
20
Tiedemann Advisors
New York
USD 28.6 M -USD 45.6 k -2,025 -0.2%
Forvis Mazars Wealth Advisors
21
Forvis Mazars Wealth Advisors
Missouri
USD 28.4 M +USD 106 k +4,725 +0.4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 27.7 M -USD 2.5 M -111,065 -8%
Raymond James & Associates
23
Raymond James & Associates
Florida
USD 27.6 M -USD 465 k -20,625 -2%
Relative Value Partners Group
24
Relative Value Partners Group
USD 27.5 M +USD 402 k +17,830 +1%
McIlrath & Eck
25
McIlrath & Eck
Washington
USD 27.4 M -USD 477 k -21,185 -2%
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