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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 91.6 M +USD 1.17 M +62,880 +1%
Wells Fargo
2
Wells Fargo
California
USD 31.8 M +USD 6.83 M +366,550 +29%
Morgan Stanley
3
Morgan Stanley
New York
USD 31.4 M +USD 8.65 M +464,450 +41%
Badgley, Phelps & Bell
4
Badgley, Phelps & Bell
Washington
USD 24.9 M +USD 191 k +10,255 +0.8%
LPL Financial
5
LPL Financial
California
USD 18.4 M +USD 1.4 M +75,385 +9%
JFS Wealth Advisors
6
JFS Wealth Advisors
Pennsylvania
USD 15.7 M +USD 507 k +27,240 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 13.4 M +USD 6.77 M +363,330 +113%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 11.7 M +USD 1.04 M +55,730 +10%
CLA (CliftonLarsonAllen) Wealth Advisors
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 11.3 M +USD 3.36 M +180,480 +45%
Marquette Asset Management
10
Marquette Asset Management
Minnesota
USD 10.5 M +USD 409 k +21,955 +4%
Forvis Mazars Wealth Advisors
11
Forvis Mazars Wealth Advisors
Missouri
USD 10.1 M +USD 1.81 M +97,090 +23%
ACG Wealth
12
ACG Wealth
Georgia
USD 9.21 M +USD 595 k +31,925 +7%
UBS
13
UBS
Switzerland
USD 8.76 M +USD 444 k +23,830 +6%
CIBC World Market
14
CIBC World Market
Ontario, Canada
USD 8.23 M +USD 3.26 M +174,820 +71%
Mariner
15
Mariner
Kansas
USD 7.1 M +USD 6.47 M +347,320 +2,167%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 7.09 M +USD 559 k +30,025 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 6.66 M +USD 1.07 M +57,535 +20%
Callan Capital
18
Callan Capital
California
USD 5 M +USD 396 k +21,275 +9%
Cetera Advisor Networks
19
Cetera Advisor Networks
California
USD 4.61 M +USD 323 k +17,350 +8%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 4.2 M -USD 4.15 M -222,930 -51%
New England Private Wealth Advisors
21
New England Private Wealth Advisors
Massachusetts
USD 3.71 M +USD 306 k +16,440 +9%
Tillar-Wenstrup Advisors
22
Tillar-Wenstrup Advisors
Ohio
USD 3.52 M +USD 3.35 M +180,125 Nuevas
Ameriprise
23
Ameriprise
Minnesota
USD 3.1 M +USD 1.4 M +75,360 +91%
American International Group
24
American International Group
New York
USD 2.72 M +USD 816 k +43,800 +46%
Madison Investment Holdings
25
Madison Investment Holdings
Wisconsin
USD 2.42 M +USD 50.1 k +2,690 +2%
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