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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 300 M +USD 4.55 M +179,895 +2%
Bank of America
2
Bank of America
North Carolina
USD 136 M -USD 1.22 M -48,105 -0.9%
Invesco
3
Invesco
Georgia
USD 103 M -USD 6.45 M -254,910 -6%
Hefren-Tillotson
4
Hefren-Tillotson
Pennsylvania
USD 76.7 M +USD 922 k +36,435 +1%
Cerity Partners OCIO
5
Cerity Partners OCIO
New York
USD 65.4 M +USD 7.43 M +293,920 +13%
Mariner
6
Mariner
Kansas
USD 63.8 M -USD 3.13 M -123,865 -5%
Morgan Stanley
7
Morgan Stanley
New York
USD 36.4 M -USD 25.2 M -994,945 -41%
Waddell & Associates
8
Waddell & Associates
Tennessee
USD 35 M +USD 5.36 M +211,960 +18%
UBS Group
9
UBS Group
Switzerland
USD 30.2 M -USD 560 k -22,135 -2%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 28.9 M +USD 862 k +34,065 +3%
Waverly Advisors
11
Waverly Advisors
Alabama
USD 26 M +USD 612 k +24,175 +2%
Ameriprise
12
Ameriprise
Minnesota
USD 21 M -USD 2.42 M -95,675 -10%
Legacy Private Trust
13
Legacy Private Trust
Wisconsin
USD 20.7 M -USD 3.15 M -124,715 -13%
Cardan Capital Partners
14
Cardan Capital Partners
Colorado
USD 18.1 M +USD 405 k +16,025 +2%
Trilogy Capital
15
Trilogy Capital
California
USD 17.7 M -USD 121 k -4,785 -0.7%
Wells Fargo
16
Wells Fargo
California
USD 16.2 M +USD 613 k +24,230 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 16.1 M -USD 9.9 M -392,405 -38%
PFS Investments
18
PFS Investments
Georgia
USD 15.6 M +USD 3.57 M +141,005 +30%
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 13.9 M -USD 2.7 M -106,755 -17%
Badgley, Phelps & Bell
20
Badgley, Phelps & Bell
Washington
USD 13 M +USD 916 k +36,220 +8%
Cetera Advisor Networks
21
Cetera Advisor Networks
California
USD 10.9 M +USD 518 k +20,470 +5%
LPL Financial
22
LPL Financial
California
USD 10.5 M +USD 202 k +7,985 +2%
Raymond James Financial Services Advisors
23
Raymond James Financial Services Advisors
Florida
USD 10.2 M -USD 65.3 k -2,580 -0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 9.39 M +USD 528 k +20,860 +6%
Delphi Private Advisors
25
Delphi Private Advisors
California
USD 8.44 M -USD 140 k -5,520 -2%
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