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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 314 M +USD 12.9 M +506,140 +4%
Bank of America
2
Bank of America
North Carolina
USD 133 M -USD 3.36 M -131,500 -2%
Invesco
3
Invesco
Georgia
USD 97.8 M -USD 5.45 M -213,150 -5%
HT
4
Hefren-Tillotson
Pennsylvania
USD 77.6 M +USD 845 k +33,060 +1%
Cerity Partners OCIO
5
Cerity Partners OCIO
New York
USD 71.2 M +USD 5.74 M +224,495 +9%
Mariner
6
Mariner
Kansas
USD 59 M -USD 4.84 M -189,505 -8%
Waddell & Associates
7
Waddell & Associates
Tennessee
USD 36.1 M +USD 1.1 M +43,045 +3%
Morgan Stanley
8
Morgan Stanley
New York
USD 34.6 M -USD 1.86 M -72,650 -5%
Raymond James & Associates
9
Raymond James & Associates
Florida
USD 32.4 M +USD 3.43 M +134,180 +12%
UBS Group
10
UBS Group
Switzerland
USD 29.7 M -USD 507 k -19,830 -2%
Waverly Advisors
11
Waverly Advisors
Alabama
USD 26.4 M +USD 397 k +15,545 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 20.4 M +USD 4.23 M +165,670 +26%
Ameriprise
13
Ameriprise
Minnesota
USD 20.1 M -USD 841 k -32,905 -4%
Cardan Capital Partners
14
Cardan Capital Partners
Colorado
USD 19 M +USD 925 k +36,205 +5%
Trilogy Capital
15
Trilogy Capital
California
USD 18 M +USD 288 k +11,275 +2%
Wells Fargo
16
Wells Fargo
California
USD 16.5 M +USD 224 k +8,760 +1%
Legacy Private Trust
17
Legacy Private Trust
Wisconsin
USD 15.7 M -USD 4.99 M -195,420 -24%
PFS Investments
18
PFS Investments
Georgia
USD 15.6 M -USD 139 k -5,420 -0.9%
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 15 M +USD 1.26 M +49,435 +9%
Badgley, Phelps & Bell
20
Badgley, Phelps & Bell
Washington
USD 13.1 M +USD 60.1 k +2,350 +0.5%
Cetera Advisor Networks
21
Cetera Advisor Networks
California
USD 10.9 M -USD 53 k -2,075 -0.5%
LPL Financial
22
LPL Financial
California
USD 10.4 M -USD 56 k -2,190 -0.5%
Accredited Investors
23
Accredited Investors
Minnesota
USD 10.3 M +USD 1.92 M +75,095 +23%
Raymond James Financial Services Advisors
24
Raymond James Financial Services Advisors
Florida
USD 10.2 M +USD 11.6 k +455 +0.1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 9.48 M +USD 74.8 k +2,925 +0.8%
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