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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 318 M +USD 6.21 M +246,125 +2%
Bank of America
2
Bank of America
North Carolina
USD 129 M -USD 2.85 M -113,200 -2%
Invesco
3
Invesco
Georgia
USD 91.9 M -USD 5.25 M -208,370 -5%
Hefren-Tillotson
4
Hefren-Tillotson
Pennsylvania
USD 77.1 M -USD 21.2 k -840 -0%
Cerity Partners OCIO
5
Cerity Partners OCIO
New York
USD 75.4 M +USD 4.59 M +182,200 +7%
Mariner
6
Mariner
Kansas
USD 57 M -USD 1.64 M -65,005 -3%
Waddell & Associates
7
Waddell & Associates
Tennessee
USD 35.9 M -USD 46.2 k -1,830 -0.1%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 33.2 M +USD 1.05 M +41,465 +3%
Morgan Stanley
9
Morgan Stanley
New York
USD 31.9 M -USD 2.53 M -100,180 -7%
UBS Group
10
UBS Group
Switzerland
USD 29.6 M +USD 93.7 k +3,715 +0.3%
Waverly Advisors
11
Waverly Advisors
Alabama
USD 27.5 M +USD 1.18 M +46,880 +5%
Cardan Capital Partners
12
Cardan Capital Partners
Colorado
USD 19 M +USD 67.6 k +2,680 +0.4%
Ladenburg Thalmann Financial Services
13
Ladenburg Thalmann Financial Services
Florida
USD 17.8 M +USD 9.18 M +363,840 +62%
Trilogy Capital
14
Trilogy Capital
California
USD 17.8 M +USD 123 k +4,860 +0.7%
Wells Fargo
15
Wells Fargo
California
USD 16.7 M +USD 289 k +11,440 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 16.6 M -USD 3.67 M -145,705 -18%
Legacy Private Trust
17
Legacy Private Trust
Wisconsin
USD 13.2 M -USD 2.43 M -96,300 -16%
Ameriprise
18
Ameriprise
Minnesota
USD 10.6 M -USD 9.32 M -369,595 -47%
LPL Financial
19
LPL Financial
California
USD 10.1 M -USD 301 k -11,930 -3%
Cetera Advisor Networks
20
Cetera Advisor Networks
California
USD 10.1 M -USD 757 k -30,010 -7%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 10 M -USD 157 k -6,235 -2%
Accredited Investors
22
Accredited Investors
Minnesota
USD 9.9 M -USD 268 k -10,640 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
USD 9.43 M +USD 12.4 k +490 +0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
USD 7.47 M +USD 4.75 M +188,500 +179%
Callan Capital
25
Callan Capital
California
USD 5.95 M -USD 122 k -4,825 -2%
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