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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 93.2 M -USD 2.49 M -126,800 -2%
Morgan Stanley
2
Morgan Stanley
New York
USD 38.2 M +USD 849 k +43,165 +2%
Wells Fargo
3
Wells Fargo
California
USD 32.1 M +USD 2.76 M +140,305 +9%
Badgley, Phelps & Bell
4
Badgley, Phelps & Bell
Washington
USD 24.4 M +USD 332 k +16,890 +1%
LPL Financial
5
LPL Financial
California
USD 20.3 M +USD 398 k +20,235 +2%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 20 M +USD 495 k +25,155 +2%
Mariner
7
Mariner
Kansas
USD 17.4 M +USD 726 k +36,900 +4%
Forvis Mazars Wealth Advisors
8
Forvis Mazars Wealth Advisors
Missouri
USD 17 M +USD 2.32 M +117,775 +15%
UBS
9
UBS
Switzerland
USD 15.3 M -USD 322 k -16,370 -2%
CLA (CliftonLarsonAllen) Wealth Advisors
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 12.7 M -USD 59.4 k -3,020 -0.4%
JFS Wealth Advisors
11
JFS Wealth Advisors
Pennsylvania
USD 12.4 M -USD 77.1 k -3,920 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 8.6 M +USD 284 k +14,455 +3%
Marquette Asset Management
13
Marquette Asset Management
Minnesota
USD 8.04 M -USD 1.84 M -93,750 -18%
HighTower Advisors
14
HighTower Advisors
Illinois
USD 7.8 M -USD 238 k -12,095 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 6.78 M -USD 325 k -16,515 -4%
Cetera Advisor Networks
16
Cetera Advisor Networks
California
USD 5.15 M -USD 24.3 k -1,235 -0.4%
AW
17
ACG Wealth
Georgia
USD 4.92 M -USD 189 k -9,600 -4%
KL
18
Kinsight LLC
Alabama
USD 4.51 M +USD 4.72 M +240,030 Nuevas
Callan Capital
19
Callan Capital
California
USD 4.4 M -USD 27.2 k -1,385 -0.6%
United Capital Financial Advisors
20
United Capital Financial Advisors
Texas
USD 3.78 M +USD 693 k +35,235 +21%
New England Private Wealth Advisors
21
New England Private Wealth Advisors
Massachusetts
USD 3.53 M -USD 70.9 k -3,605 -2%
Madison Investment Holdings
22
Madison Investment Holdings
Wisconsin
USD 3.44 M +USD 1.25 M +63,610 +53%
Massachusetts Mutual Life Insurance
23
Massachusetts Mutual Life Insurance
Massachusetts
USD 3.01 M +USD 465 k +23,635 +17%
Ameriprise
24
Ameriprise
Minnesota
USD 3 M +USD 367 k +18,635 +13%
Raymond James Financial Services Advisors
25
Raymond James Financial Services Advisors
Florida
USD 2.73 M -USD 216 k -10,960 -7%
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