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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 82.8 M +USD 2.64 M +151,995 +3%
Badgley, Phelps & Bell
2
Badgley, Phelps & Bell
Washington
USD 22.6 M +USD 1.15 M +66,365 +6%
Wells Fargo
3
Wells Fargo
California
USD 22.6 M +USD 2.63 M +151,845 +14%
Morgan Stanley
4
Morgan Stanley
New York
USD 20.5 M +USD 1.62 M +93,485 +9%
LPL Financial
5
LPL Financial
California
USD 15.8 M +USD 496 k +28,580 +3%
JFS Wealth Advisors
6
JFS Wealth Advisors
Pennsylvania
USD 13.9 M +USD 373 k +21,525 +3%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 9.7 M +USD 1.35 M +77,765 +17%
Marquette Asset Management
8
Marquette Asset Management
Minnesota
USD 9.24 M +USD 67 k +3,865 +0.8%
ACG Wealth
9
ACG Wealth
Georgia
USD 7.87 M +USD 7.62 M +439,290 Nuevas
Raymond James Financial Services Advisors
10
Raymond James Financial Services Advisors
Florida
USD 7.84 M -USD 892 k -51,440 -11%
UBS
11
UBS
Switzerland
USD 7.6 M +USD 690 k +39,775 +10%
Forvis Mazars Wealth Advisors
12
Forvis Mazars Wealth Advisors
Missouri
USD 7.52 M +USD 7.28 M +419,995 Nuevas
CLA (CliftonLarsonAllen) Wealth Advisors
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 7.12 M +USD 6.89 M +397,420 Nuevas
New York Life Investment Management
14
New York Life Investment Management
New York
USD 6.49 M -USD 356 k -20,500 -5%
HighTower Advisors
15
HighTower Advisors
Illinois
USD 5.95 M +USD 4.66 M +268,440 +419%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 5.75 M +USD 191 k +11,030 +4%
Mariner Wealth Advisors (Madison)
17
Mariner Wealth Advisors (Madison)
Kansas
USD 5.74 M +USD 263 k +15,140 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 5.07 M +USD 1.42 M +81,930 +41%
CIBC World Market
19
CIBC World Market
Ontario, Canada
USD 4.41 M +USD 1.45 M +83,595 +51%
Callan Capital
20
Callan Capital
California
USD 4.2 M +USD 579 k +33,395 +17%
Oppenheimer & Co
21
Oppenheimer & Co
New York
USD 4.03 M -USD 26.2 k -1,510 -0.7%
Cetera Advisor Networks
22
Cetera Advisor Networks
California
USD 3.92 M +USD 335 k +19,290 +10%
New England Private Wealth Advisors
23
New England Private Wealth Advisors
Massachusetts
USD 3.11 M +USD 574 k +33,120 +24%
Madison Investment Holdings
24
Madison Investment Holdings
Wisconsin
USD 2.17 M +USD 129 k +7,430 +7%
Albion Financial Group
25
Albion Financial Group
Utah
USD 2.13 M – – –
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