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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 118 M -USD 204 k -8,575 -0.2%
Invesco
2
Invesco
Georgia
USD 117 M -USD 4.06 M -170,520 -4%
HT
3
Hefren-Tillotson
Pennsylvania
USD 73.3 M +USD 1.46 M +61,345 +2%
Mariner
4
Mariner
Kansas
USD 49.3 M +USD 3.62 M +152,370 +8%
Charles Schwab Investment Advisory
5
Charles Schwab Investment Advisory
California
USD 48.1 M +USD 1.64 M +68,810 +4%
Cerity Partners OCIO
6
Cerity Partners OCIO
New York
USD 41 M +USD 1.89 M +79,270 +5%
Morgan Stanley
7
Morgan Stanley
New York
USD 38.5 M +USD 4.24 M +178,325 +13%
UBS Group
8
UBS Group
Switzerland
USD 33.9 M -USD 960 k -40,385 -3%
Legacy Private Trust
9
Legacy Private Trust
Wisconsin
USD 32.6 M -USD 2.06 M -86,535 -6%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 27.5 M +USD 414 k +17,410 +2%
Wells Fargo
11
Wells Fargo
California
USD 21.3 M +USD 1.46 M +61,295 +8%
FWM
12
Frontier Wealth Management
Missouri
USD 14.6 M -USD 118 k -4,950 -0.8%
Ameriprise
13
Ameriprise
Minnesota
USD 13.8 M -USD 105 k -4,420 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 11.9 M +USD 396 k +16,645 +4%
DPA
15
Delphi Private Advisors
California
USD 11.5 M -USD 173 k -7,265 -2%
Badgley, Phelps & Bell
16
Badgley, Phelps & Bell
Washington
USD 10.6 M +USD 190 k +8,000 +2%
Estate Counselors
17
Estate Counselors
Wisconsin
USD 10.4 M +USD 9.9 M +414,350 Nuevas
Waverly Advisors
18
Waverly Advisors
Alabama
USD 9.6 M +USD 9.14 M +384,410 Nuevas
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 9.44 M -USD 286 k -12,005 -3%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 8.63 M +USD 91.2 k +3,835 +1%
LPL Financial
21
LPL Financial
California
USD 8.29 M +USD 225 k +9,465 +3%
Cetera Advisor Networks
22
Cetera Advisor Networks
California
USD 7.7 M +USD 112 k +4,720 +2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
USD 7.4 M +USD 65.6 k +2,760 +1%
JFS Wealth Advisors
24
JFS Wealth Advisors
Pennsylvania
USD 6.65 M -USD 678 k -28,490 -10%
Callan Capital
25
Callan Capital
California
USD 6.55 M +USD 73.4 k +3,085 +1%
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