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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 111 M -USD 723 k -35,730 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
USD 38.1 M -USD 4.78 M -236,610 -11%
Wells Fargo
3
Wells Fargo
California
USD 36.7 M +USD 142 k +7,015 +0.4%
Mariner
4
Mariner
Kansas
USD 31.3 M +USD 7.82 M +386,510 +35%
UBS Group
5
UBS Group
Switzerland
USD 22.9 M +USD 874 k +43,240 +4%
LPL Financial
6
LPL Financial
California
USD 18.8 M -USD 3.41 M -168,465 -16%
Forvis Mazars Wealth Advisors
7
Forvis Mazars Wealth Advisors
Missouri
USD 17.8 M -USD 3.49 M -172,425 -17%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 17.5 M +USD 65.8 k +3,255 +0.4%
FWM
9
Frontier Wealth Management
Missouri
USD 15.9 M +USD 15.4 M +762,180 Nuevas
CLA (CliftonLarsonAllen) Wealth Advisors
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 15.7 M -USD 842 k -41,650 -5%
Cerity Partners OCIO
11
Cerity Partners OCIO
New York
USD 15.2 M +USD 8.81 M +435,595 +148%
Badgley, Phelps & Bell
12
Badgley, Phelps & Bell
Washington
USD 14.1 M -USD 13 M -640,660 -49%
JFS Wealth Advisors
13
JFS Wealth Advisors
Pennsylvania
USD 13.7 M -USD 414 k -20,490 -3%
Kinsight LLC
14
Kinsight LLC
Alabama
USD 11 M +USD 607 k +30,025 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 10.4 M +USD 2.36 M +116,670 +30%
Marquette Asset Management
16
Marquette Asset Management
Minnesota
USD 8.3 M -USD 215 k -10,625 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 8.07 M -USD 1.1 M -54,195 -12%
HighTower Advisors
18
HighTower Advisors
Illinois
USD 7.75 M +USD 572 k +28,300 +8%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
USD 5.81 M -USD 372 k -18,380 -6%
ACG Wealth
20
ACG Wealth
Georgia
USD 5.68 M +USD 148 k +7,305 +3%
Callan Capital
21
Callan Capital
California
USD 5.04 M +USD 120 k +5,930 +3%
Boston Standard Wealth Management
22
Boston Standard Wealth Management
Massachusetts
USD 4.84 M +USD 182 k +8,990 +4%
Massachusetts Mutual Life Insurance
23
Massachusetts Mutual Life Insurance
Massachusetts
USD 4.76 M +USD 640 k +31,625 +16%
Cetera Advisor Networks
24
Cetera Advisor Networks
California
USD 4.75 M -USD 927 k -45,820 -17%
US Bancorp
25
US Bancorp
Minnesota
USD 4.64 M +USD 93.1 k +4,605 +2%
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