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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 95.8 M -USD 3.28 M -186,495 -4%
HT
2
Hefren-Tillotson
Pennsylvania
USD 56.1 M +USD 1.55 M +88,245 +3%
Charles Schwab Investment Advisory
3
Charles Schwab Investment Advisory
California
USD 38 M -USD 10.1 M -577,055 -22%
UBS Group
4
UBS Group
Switzerland
USD 32.8 M +USD 5.32 M +302,530 +21%
Wells Fargo
5
Wells Fargo
California
USD 29.2 M +USD 3.4 M +193,680 +14%
Mariner
6
Mariner
Kansas
USD 29.1 M +USD 61.2 k +3,485 +0.2%
Legacy Private Trust
7
Legacy Private Trust
Wisconsin
USD 28.7 M +USD 1.11 M +63,365 +4%
Morgan Stanley
8
Morgan Stanley
New York
USD 24.1 M -USD 9.24 M -525,670 -29%
Raymond James & Associates
9
Raymond James & Associates
Florida
USD 18.4 M +USD 2.55 M +145,065 +17%
Cerity Partners OCIO
10
Cerity Partners OCIO
New York
USD 18 M +USD 2.18 M +124,200 +15%
FWM
11
Frontier Wealth Management
Missouri
USD 13.6 M -USD 97.5 k -5,550 -0.8%
JFS Wealth Advisors
12
JFS Wealth Advisors
Pennsylvania
USD 12.4 M -USD 37.9 k -2,155 -0.3%
DPA
13
Delphi Private Advisors
California
USD 12.1 M -USD 194 k -11,065 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 11.9 M +USD 304 k +17,295 +3%
LPL Financial
15
LPL Financial
California
USD 10 M -USD 5.99 M -340,840 -39%
KL
16
Kinsight LLC
Alabama
USD 9.07 M -USD 3.1 M -176,555 -27%
Invesco
17
Invesco
Georgia
USD 7.15 M -USD 80.4 k -4,575 -1%
Badgley, Phelps & Bell
18
Badgley, Phelps & Bell
Washington
USD 6.96 M +USD 361 k +20,515 +6%
Raymond James Financial Services Advisors
19
Raymond James Financial Services Advisors
Florida
USD 6.93 M +USD 973 k +55,370 +18%
Ameriprise
20
Ameriprise
Minnesota
USD 6.48 M +USD 1.08 M +61,550 +22%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 6.46 M -USD 475 k -27,040 -7%
Marquette Asset Management
22
Marquette Asset Management
Minnesota
USD 6.21 M -USD 630 k -35,855 -10%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
USD 5.44 M +USD 195 k +11,115 +4%
Callan Capital
24
Callan Capital
California
USD 5.27 M +USD 387 k +22,035 +9%
Forvis Mazars Wealth Advisors
25
Forvis Mazars Wealth Advisors
Missouri
USD 4.74 M -USD 2.07 M -117,770 -32%
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