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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 93.4 M -USD 5.34 M -277,325 -5%
HT
2
Hefren-Tillotson
Pennsylvania
USD 57.4 M -USD 415 k -21,530 -0.7%
Charles Schwab Investment Advisory
3
Charles Schwab Investment Advisory
California
USD 38.4 M -USD 729 k -37,835 -2%
Legacy Private Trust
4
Legacy Private Trust
Wisconsin
USD 33.1 M +USD 3.42 M +177,700 +12%
UBS Group
5
UBS Group
Switzerland
USD 31.8 M -USD 2.02 M -104,920 -6%
Mariner
6
Mariner
Kansas
USD 30.4 M +USD 397 k +20,605 +1%
Wells Fargo
7
Wells Fargo
California
USD 24.4 M -USD 5.62 M -291,475 -19%
Morgan Stanley
8
Morgan Stanley
New York
USD 23.8 M -USD 1.05 M -54,250 -4%
Cerity Partners OCIO
9
Cerity Partners OCIO
New York
USD 21.7 M +USD 3.45 M +178,965 +19%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 19.6 M +USD 583 k +30,245 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 14.1 M +USD 1.78 M +92,160 +15%
FWM
12
Frontier Wealth Management
Missouri
USD 13.9 M -USD 140 k -7,290 -1%
JFS Wealth Advisors
13
JFS Wealth Advisors
Pennsylvania
USD 12 M -USD 759 k -39,375 -6%
DPA
14
Delphi Private Advisors
California
USD 10.5 M -USD 2.02 M -104,900 -16%
KL
15
Kinsight LLC
Alabama
USD 9.18 M -USD 167 k -8,690 -2%
Invesco
16
Invesco
Georgia
USD 8.5 M +USD 1.12 M +58,050 +15%
Ameriprise
17
Ameriprise
Minnesota
USD 8.44 M +USD 1.74 M +90,305 +26%
Badgley, Phelps & Bell
18
Badgley, Phelps & Bell
Washington
USD 7.38 M +USD 194 k +10,045 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 7.08 M +USD 412 k +21,385 +6%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 7.03 M -USD 117 k -6,055 -2%
Marquette Asset Management
21
Marquette Asset Management
Minnesota
USD 6.32 M -USD 81.4 k -4,225 -1%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
USD 5.55 M -USD 56.1 k -2,910 -1%
Callan Capital
23
Callan Capital
California
USD 5.37 M -USD 61.8 k -3,210 -1%
LPL Financial
24
LPL Financial
California
USD 4.86 M -USD 5.62 M -291,590 -54%
Cetera Advisor Networks
25
Cetera Advisor Networks
California
USD 4.34 M -USD 17.4 k -905 -0.4%
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