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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 98.1 M -USD 91.5 k -4,660 -0.1%
Charles Schwab Investment Advisory
2
Charles Schwab Investment Advisory
California
USD 49.1 M +USD 52.4 M +2,669,965 +21,040%
Morgan Stanley
3
Morgan Stanley
New York
USD 36 M -USD 3.9 M -198,660 -9%
Mariner
4
Mariner
Kansas
USD 29 M +USD 1.5 M +76,605 +5%
Legacy Private Trust
5
Legacy Private Trust
Wisconsin
USD 27.6 M +USD 19.6 M +998,505 +196%
Wells Fargo
6
Wells Fargo
California
USD 25.8 M -USD 7.4 M -376,755 -21%
UBS Group
7
UBS Group
Switzerland
USD 22.5 M +USD 3.18 M +162,000 +15%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 15.5 M -USD 588 k -29,945 -3%
FWM
9
Frontier Wealth Management
Missouri
USD 14.7 M +USD 598 k +30,460 +4%
Cerity Partners OCIO
10
Cerity Partners OCIO
New York
USD 14.6 M +USD 292 k +14,860 +2%
JFS Wealth Advisors
11
JFS Wealth Advisors
Pennsylvania
USD 12.1 M +USD 286 k +14,535 +2%
Forvis Mazars Wealth Advisors
12
Forvis Mazars Wealth Advisors
Missouri
USD 11.9 M -USD 3.12 M -158,830 -20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 10.4 M -USD 1.25 M -63,750 -10%
HighTower Advisors
14
HighTower Advisors
Illinois
USD 9.41 M +USD 40.9 k +2,080 +0.4%
LPL Financial
15
LPL Financial
California
USD 9.06 M -USD 6.98 M -355,110 -43%
KL
16
Kinsight LLC
Alabama
USD 8.65 M -USD 159 k -8,075 -2%
CLA (CliftonLarsonAllen) Wealth Advisors
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 8.28 M -USD 2.79 M -142,150 -24%
Invesco
18
Invesco
Georgia
USD 6.97 M +USD 1.92 M +97,890 +35%
Marquette Asset Management
19
Marquette Asset Management
Minnesota
USD 6.75 M -USD 22.8 k -1,160 -0.3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 6.66 M +USD 168 k +8,535 +2%
Badgley, Phelps & Bell
21
Badgley, Phelps & Bell
Washington
USD 6.32 M -USD 6.6 M -335,905 -49%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
USD 5.03 M -USD 238 k -12,115 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
USD 4.98 M +USD 467 k +23,780 +10%
Cetera Advisor Networks
24
Cetera Advisor Networks
California
USD 4.34 M +USD 165 k +8,385 +4%
Callan Capital
25
Callan Capital
California
USD 4.21 M -USD 269 k -13,670 -6%
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