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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Invesco
1
Invesco
Georgia
USD 365 M -USD 4.49 M -205,565 -1%
Bank of America
2
Bank of America
North Carolina
USD 108 M +USD 4.74 M +217,010 +5%
HT
3
Hefren-Tillotson
Pennsylvania
USD 65.5 M -USD 1.01 M -46,305 -2%
Charles Schwab Investment Advisory
4
Charles Schwab Investment Advisory
California
USD 43.6 M +USD 371 k +17,010 +0.9%
Legacy Private Trust
5
Legacy Private Trust
Wisconsin
USD 39.3 M +USD 4.85 M +222,075 +15%
Mariner
6
Mariner
Kansas
USD 37.5 M +USD 2.79 M +127,665 +9%
UBS Group
7
UBS Group
Switzerland
USD 32.8 M -USD 2.28 M -104,175 -7%
Cerity Partners OCIO
8
Cerity Partners OCIO
New York
USD 31.8 M +USD 848 k +38,820 +3%
Morgan Stanley
9
Morgan Stanley
New York
USD 29.2 M +USD 533 k +24,410 +2%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 24.2 M -USD 48.3 k -2,210 -0.2%
Wells Fargo
11
Wells Fargo
California
USD 18.6 M +USD 1.85 M +84,710 +12%
FWM
12
Frontier Wealth Management
Missouri
USD 16.2 M -USD 232 k -10,625 -1%
Ameriprise
13
Ameriprise
Minnesota
USD 15.4 M +USD 3.19 M +146,230 +28%
DPA
14
Delphi Private Advisors
California
USD 11.9 M +USD 26.2 k +1,200 +0.2%
KL
15
Kinsight LLC
Alabama
USD 10.6 M -USD 48.8 k -2,235 -0.5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 9.46 M -USD 5.74 M -262,760 -39%
JFS Wealth Advisors
17
JFS Wealth Advisors
Pennsylvania
USD 9.26 M -USD 2.1 M -96,330 -19%
Badgley, Phelps & Bell
18
Badgley, Phelps & Bell
Washington
USD 8.88 M +USD 85 k +3,890 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 8.48 M +USD 137 k +6,265 +2%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 8.12 M +USD 568 k +26,000 +8%
LPL Financial
21
LPL Financial
California
USD 7.37 M +USD 1.45 M +66,550 +27%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
USD 6.65 M -USD 107 k -4,915 -2%
Callan Capital
23
Callan Capital
California
USD 6.33 M +USD 3.06 k +140 +0.1%
Marquette Asset Management
24
Marquette Asset Management
Minnesota
USD 5.86 M -USD 557 k -25,500 -9%
Cetera Advisor Networks
25
Cetera Advisor Networks
California
USD 5.34 M -USD 2.56 M -117,115 -34%
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