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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 126 M -USD 450 k -16,590 -0.4%
HT
2
Hefren-Tillotson
Pennsylvania
USD 82.6 M +USD 958 k +35,345 +1%
Morgan Stanley
3
Morgan Stanley
New York
USD 80.7 M +USD 2.92 M +107,880 +4%
Mariner
4
Mariner
Kansas
USD 68.3 M +USD 4.25 M +156,745 +7%
Charles Schwab Investment Advisory
5
Charles Schwab Investment Advisory
California
USD 68.3 M -USD 4.54 M -167,505 -6%
Cerity Partners OCIO
6
Cerity Partners OCIO
New York
USD 54.6 M +USD 2.08 M +76,905 +4%
UBS Group
7
UBS Group
Switzerland
USD 41.7 M -USD 290 k -10,715 -0.7%
Wells Fargo
8
Wells Fargo
California
USD 31.9 M +USD 677 k +24,980 +2%
Raymond James & Associates
9
Raymond James & Associates
Florida
USD 30.9 M +USD 1.14 M +41,880 +4%
Bank of America
10
Bank of America
North Carolina
USD 29.3 M -USD 100 M -3,702,715 -78%
Waverly Advisors
11
Waverly Advisors
Alabama
USD 28.4 M +USD 617 k +22,780 +2%
Legacy Private Trust
12
Legacy Private Trust
Wisconsin
USD 27.5 M -USD 7.03 M -259,335 -21%
Trilogy Capital
13
Trilogy Capital
California
USD 18.8 M +USD 1.08 M +39,815 +6%
Ameriprise
14
Ameriprise
Minnesota
USD 15.7 M -USD 2.01 M -74,245 -12%
RCA
15
Rowland Carmichael Advisors
Arizona
USD 13.5 M +USD 13.1 M +484,360 Nuevas
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 13.4 M +USD 18.3 k +675 +0.1%
Badgley, Phelps & Bell
17
Badgley, Phelps & Bell
Washington
USD 12.6 M +USD 277 k +10,220 +2%
PFS Investments
18
PFS Investments
Georgia
USD 11.8 M +USD 2.6 M +95,830 +30%
DPA
19
Delphi Private Advisors
California
USD 11 M -USD 856 k -31,570 -7%
LPL Financial
20
LPL Financial
California
USD 10.9 M +USD 261 k +9,620 +3%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 10.5 M +USD 92.3 k +3,405 +0.9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 9.9 M -USD 229 k -8,450 -2%
Estate Counselors
23
Estate Counselors
Wisconsin
USD 9.5 M +USD 9.3 M +343,050 Nuevas
Cetera Advisor Networks
24
Cetera Advisor Networks
California
USD 8.54 M -USD 144 k -5,325 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
USD 8.45 M -USD 31.3 k -1,155 -0.4%
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