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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 143 M +USD 22 M +859,140 +18%
Bank of America
2
Bank of America
North Carolina
USD 123 M +USD 328 k +12,825 +0.3%
HT
3
Hefren-Tillotson
Pennsylvania
USD 75.7 M -USD 332 k -12,985 -0.4%
Mariner
4
Mariner
Kansas
USD 54 M +USD 2.83 M +110,750 +6%
Charles Schwab Investment Advisory
5
Charles Schwab Investment Advisory
California
USD 47.9 M -USD 1.9 M -74,285 -4%
Cerity Partners OCIO
6
Cerity Partners OCIO
New York
USD 46.1 M +USD 3.56 M +139,405 +9%
Morgan Stanley
7
Morgan Stanley
New York
USD 41.1 M +USD 1.23 M +48,135 +3%
UBS Group
8
UBS Group
Switzerland
USD 36.6 M +USD 1.42 M +55,425 +4%
Legacy Private Trust
9
Legacy Private Trust
Wisconsin
USD 36 M +USD 2.19 M +85,855 +7%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 28.7 M +USD 205 k +8,010 +0.7%
Waverly Advisors
11
Waverly Advisors
Alabama
USD 24.1 M +USD 13.9 M +542,935 +141%
Wells Fargo
12
Wells Fargo
California
USD 22.8 M +USD 704 k +27,540 +3%
Ameriprise
13
Ameriprise
Minnesota
USD 15.3 M +USD 969 k +37,935 +7%
FWM
14
Frontier Wealth Management
Missouri
USD 14 M -USD 1.13 M -44,300 -8%
Trilogy Capital
15
Trilogy Capital
California
USD 13.9 M +USD 13.6 M +533,665 Nuevas
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 12.5 M +USD 186 k +7,290 +2%
DPA
17
Delphi Private Advisors
California
USD 11.5 M -USD 460 k -18,010 -4%
Badgley, Phelps & Bell
18
Badgley, Phelps & Bell
Washington
USD 11.1 M +USD 154 k +6,035 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 9.8 M -USD 11.4 k -445 -0.1%
Estate Counselors
20
Estate Counselors
Wisconsin
USD 9.8 M -USD 984 k -38,500 -9%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 9.7 M +USD 736 k +28,790 +8%
LPL Financial
22
LPL Financial
California
USD 8.64 M +USD 51.4 k +2,010 +0.6%
Cetera Advisor Networks
23
Cetera Advisor Networks
California
USD 8.06 M +USD 85.7 k +3,355 +1%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
USD 7.91 M +USD 59.8 k +2,340 +0.8%
Callan Capital
25
Callan Capital
California
USD 6.83 M +USD 41 k +1,605 +0.6%
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