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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 113 M +USD 3.55 M +152,490 +3%
HT
2
Hefren-Tillotson
Pennsylvania
USD 66.2 M +USD 118 k +5,075 +0.2%
Charles Schwab Investment Advisory
3
Charles Schwab Investment Advisory
California
USD 43.2 M -USD 869 k -37,370 -2%
Mariner
4
Mariner
Kansas
USD 39.3 M +USD 1.43 M +61,485 +4%
Legacy Private Trust
5
Legacy Private Trust
Wisconsin
USD 36.4 M -USD 3.29 M -141,260 -8%
Cerity Partners OCIO
6
Cerity Partners OCIO
New York
USD 34.2 M +USD 2.12 M +91,275 +7%
UBS Group
7
UBS Group
Switzerland
USD 33.4 M +USD 297 k +12,760 +0.9%
Morgan Stanley
8
Morgan Stanley
New York
USD 31.8 M +USD 2.3 M +98,770 +8%
Raymond James & Associates
9
Raymond James & Associates
Florida
USD 24.7 M +USD 192 k +8,275 +0.8%
Ameriprise
10
Ameriprise
Minnesota
USD 18.1 M +USD 2.64 M +113,695 +17%
Wells Fargo
11
Wells Fargo
California
USD 17.5 M -USD 1.26 M -54,105 -7%
FWM
12
Frontier Wealth Management
Missouri
USD 13.7 M -USD 2.64 M -113,705 -16%
DPA
13
Delphi Private Advisors
California
USD 10.9 M -USD 1.1 M -47,085 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 9.8 M +USD 280 k +12,040 +3%
KL
15
Kinsight LLC
Alabama
USD 9.7 M -USD 1.04 M -44,600 -10%
Badgley, Phelps & Bell
16
Badgley, Phelps & Bell
Washington
USD 9.34 M +USD 373 k +16,015 +4%
JFS Wealth Advisors
17
JFS Wealth Advisors
Pennsylvania
USD 9.26 M – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 9.05 M +USD 485 k +20,845 +6%
Raymond James Financial Services Advisors
19
Raymond James Financial Services Advisors
Florida
USD 7.92 M -USD 283 k -12,170 -3%
LPL Financial
20
LPL Financial
California
USD 7.22 M -USD 84.9 k -3,650 -1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
USD 6.74 M +USD 25.4 k +1,090 +0.4%
Cetera Advisor Networks
22
Cetera Advisor Networks
California
USD 6.63 M +USD 1.24 M +53,435 +23%
Callan Capital
23
Callan Capital
California
USD 6.16 M -USD 231 k -9,925 -4%
Marquette Asset Management
24
Marquette Asset Management
Minnesota
USD 5.95 M +USD 22.9 k +985 +0.4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
USD 5.37 M +USD 549 k +23,590 +11%
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