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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 97.3 M +USD 4.12 M +212,490 +5%
Morgan Stanley
2
Morgan Stanley
New York
USD 36.8 M +USD 4.76 M +245,610 +15%
Wells Fargo
3
Wells Fargo
California
USD 34.5 M +USD 2.09 M +107,770 +7%
Badgley, Phelps & Bell
4
Badgley, Phelps & Bell
Washington
USD 25.7 M +USD 406 k +20,985 +2%
LPL Financial
5
LPL Financial
California
USD 20 M +USD 1.25 M +64,665 +7%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 19.4 M +USD 7.34 M +379,045 +63%
Mariner
7
Mariner
Kansas
USD 17.4 M +USD 9.9 M +513,250 +141%
UBS
8
UBS
Switzerland
USD 14.8 M +USD 5.79 M +298,980 +67%
JFS Wealth Advisors
9
JFS Wealth Advisors
Pennsylvania
USD 14.6 M -USD 1.29 M -66,650 -8%
CLA (CliftonLarsonAllen) Wealth Advisors
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 12.7 M +USD 1.24 M +64,280 +11%
Forvis Mazars Wealth Advisors
11
Forvis Mazars Wealth Advisors
Missouri
USD 12.1 M +USD 1.83 M +94,420 +18%
Marquette Asset Management
12
Marquette Asset Management
Minnesota
USD 10.6 M -USD 89.7 k -4,630 -0.9%
CIBC World Market
13
CIBC World Market
Ontario, Canada
USD 8.93 M +USD 566 k +29,200 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 8.57 M -USD 4.89 M -252,525 -37%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 8.5 M +USD 1.7 M +87,760 +26%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 7.99 M +USD 778 k +40,170 +11%
AW
17
ACG Wealth
Georgia
USD 7.94 M -USD 1.38 M -71,115 -15%
Cetera Advisor Networks
18
Cetera Advisor Networks
California
USD 5.69 M +USD 974 k +50,280 +21%
Callan Capital
19
Callan Capital
California
USD 5.59 M +USD 506 k +26,130 +10%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 4.09 M -USD 172 k -8,875 -4%
New England Private Wealth Advisors
21
New England Private Wealth Advisors
Massachusetts
USD 3.8 M +USD 26.2 k +1,355 +0.7%
TWA
22
Tillar-Wenstrup Advisors
Ohio
USD 3.7 M +USD 123 k +6,360 +4%
Ameriprise
23
Ameriprise
Minnesota
USD 3.1 M -USD 45.3 k -2,340 -1%
Massachusetts Mutual Life Insurance
24
Massachusetts Mutual Life Insurance
Massachusetts
USD 2.52 M +USD 996 k +51,430 +68%
United Capital Financial Advisors
25
United Capital Financial Advisors
Texas
USD 2.42 M +USD 2.36 M +122,025 Nuevas
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