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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 1.04 M +49,640 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
USD 44.9 M +USD 6.95 M +330,570 +18%
Wells Fargo
3
Wells Fargo
California
USD 37.1 M +USD 483 k +22,980 +1%
Mariner
4
Mariner
Kansas
USD 31.3 M +USD 95.4 k +4,540 +0.3%
UBS Group
5
UBS Group
Switzerland
USD 22.1 M -USD 716 k -34,065 -3%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 18.3 M +USD 852 k +40,555 +5%
LPL Financial
7
LPL Financial
California
USD 17.1 M -USD 1.49 M -71,125 -8%
Forvis Mazars Wealth Advisors
8
Forvis Mazars Wealth Advisors
Missouri
USD 16.7 M -USD 1.03 M -49,165 -6%
Cerity Partners OCIO
9
Cerity Partners OCIO
New York
USD 16.2 M +USD 1.07 M +50,890 +7%
FWM
10
Frontier Wealth Management
Missouri
USD 16 M +USD 213 k +10,160 +1%
Badgley, Phelps & Bell
11
Badgley, Phelps & Bell
Washington
USD 14.1 M +USD 72.2 k +3,435 +0.5%
JFS Wealth Advisors
12
JFS Wealth Advisors
Pennsylvania
USD 13.4 M -USD 267 k -12,700 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 13.2 M +USD 2.79 M +132,570 +26%
CLA (CliftonLarsonAllen) Wealth Advisors
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 12.3 M -USD 3.36 M -160,005 -21%
HighTower Advisors
15
HighTower Advisors
Illinois
USD 10.6 M +USD 2.94 M +139,875 +38%
Legacy Private Trust
16
Legacy Private Trust
Wisconsin
USD 10.5 M +USD 10.7 M +508,345 Nuevas
KL
17
Kinsight LLC
Alabama
USD 10 M -USD 1.05 M -49,895 -9%
Marquette Asset Management
18
Marquette Asset Management
Minnesota
USD 7.68 M -USD 600 k -28,560 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 7.38 M -USD 681 k -32,420 -8%
Sheets Smith Wealth Management
20
Sheets Smith Wealth Management
North Carolina
USD 7.31 M +USD 4.93 M +234,865 +200%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
USD 5.95 M +USD 163 k +7,740 +3%
Invesco
22
Invesco
Georgia
USD 5.88 M +USD 4.66 M +221,575 +360%
AW
23
ACG Wealth
Georgia
USD 5.82 M +USD 148 k +7,045 +3%
MML Investors Services
24
MML Investors Services
Massachusetts
USD 5.15 M +USD 5.22 M +248,210 Nuevas
Callan Capital
25
Callan Capital
California
USD 5.06 M +USD 29.6 k +1,410 +0.6%
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