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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 98.9 M -USD 1.86 M -96,655 -2%
HT
2
Hefren-Tillotson
Pennsylvania
USD 54.2 M +USD 54.5 M +2,825,175 +4,757%
Charles Schwab Investment Advisory
3
Charles Schwab Investment Advisory
California
USD 48.6 M -USD 1.82 M -94,420 -4%
Morgan Stanley
4
Morgan Stanley
New York
USD 33.9 M -USD 3.11 M -161,355 -8%
Mariner
5
Mariner
Kansas
USD 28.9 M -USD 885 k -45,875 -3%
Legacy Private Trust
6
Legacy Private Trust
Wisconsin
USD 27.4 M -USD 907 k -47,000 -3%
UBS Group
7
UBS Group
Switzerland
USD 27 M +USD 4.02 M +208,275 +17%
Wells Fargo
8
Wells Fargo
California
USD 25.4 M -USD 1.13 M -58,495 -4%
LPL Financial
9
LPL Financial
California
USD 16.2 M +USD 7.83 M +405,680 +85%
Cerity Partners OCIO
10
Cerity Partners OCIO
New York
USD 15.6 M +USD 698 k +36,165 +5%
Raymond James & Associates
11
Raymond James & Associates
Florida
USD 15.6 M -USD 392 k -20,305 -2%
FWM
12
Frontier Wealth Management
Missouri
USD 13.6 M -USD 1.47 M -75,985 -9%
JFS Wealth Advisors
13
JFS Wealth Advisors
Pennsylvania
USD 12.4 M -USD 53.6 k -2,780 -0.4%
KL
14
Kinsight LLC
Alabama
USD 12.3 M +USD 3.55 M +184,240 +39%
DPA
15
Delphi Private Advisors
California
USD 12.3 M +USD 12.6 M +654,030 Nuevas
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 11.5 M +USD 815 k +42,225 +7%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 9.42 M -USD 252 k -13,085 -3%
Cobblestone Capital Advisors
18
Cobblestone Capital Advisors
New York
USD 8.09 M +USD 8.31 M +430,950 Nuevas
Invesco
19
Invesco
Georgia
USD 7.2 M +USD 43.9 k +2,275 +0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 6.94 M +USD 108 k +5,610 +2%
Forvis Mazars Wealth Advisors
21
Forvis Mazars Wealth Advisors
Missouri
USD 6.93 M -USD 5.39 M -279,165 -43%
Marquette Asset Management
22
Marquette Asset Management
Minnesota
USD 6.85 M -USD 78.7 k -4,080 -1%
Badgley, Phelps & Bell
23
Badgley, Phelps & Bell
Washington
USD 6.54 M +USD 56.6 k +2,935 +0.8%
CLA (CliftonLarsonAllen) Wealth Advisors
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 6.34 M -USD 2.21 M -114,760 -25%
Raymond James Financial Services Advisors
25
Raymond James Financial Services Advisors
Florida
USD 5.86 M +USD 3.63 M +188,365 +152%
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