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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 335 M -USD 7.36 M -279,255 -2%
Bank of America
2
Bank of America
North Carolina
USD 135 M -USD 3.53 M -134,160 -3%
Invesco
3
Invesco
Georgia
USD 95.2 M -USD 3.64 M -138,055 -4%
Hefren-Tillotson
4
Hefren-Tillotson
Pennsylvania
USD 80.8 M -USD 2.15 M -81,470 -3%
Mariner
5
Mariner
Kansas
USD 61.9 M +USD 443 k +16,810 +0.7%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 49.4 M +USD 13.1 M +497,460 +38%
Waddell & Associates
7
Waddell & Associates
Tennessee
USD 37.7 M -USD 921 k -34,950 -2%
Morgan Stanley
8
Morgan Stanley
New York
USD 34.4 M +USD 63.2 k +2,400 +0.2%
Waverly Advisors
9
Waverly Advisors
Alabama
USD 29.7 M +USD 373 k +14,175 +1%
Cardan Capital Partners
10
Cardan Capital Partners
Colorado
USD 20.9 M +USD 402 k +15,260 +2%
UBS Group
11
UBS Group
Switzerland
USD 20.5 M -USD 11 M -417,710 -36%
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 20.2 M -USD 2.04 M -77,440 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 19.8 M +USD 1.88 M +71,235 +11%
Wells Fargo
14
Wells Fargo
California
USD 18.3 M +USD 379 k +14,405 +2%
Legacy Private Trust
15
Legacy Private Trust
Wisconsin
USD 12.3 M -USD 1.84 M -69,785 -13%
Ameriprise
16
Ameriprise
Minnesota
USD 11.6 M +USD 100 k +3,800 +0.9%
Cetera Advisor Networks
17
Cetera Advisor Networks
California
USD 11.5 M +USD 687 k +26,065 +7%
Accredited Investors
18
Accredited Investors
Minnesota
USD 11 M +USD 333 k +12,645 +3%
LPL Financial
19
LPL Financial
California
USD 10.8 M -USD 45.7 k -1,735 -0.4%
HighTower Advisors
20
HighTower Advisors
Illinois
USD 10.2 M +USD 2.12 M +80,505 +27%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 9.9 M -USD 802 k -30,425 -8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 9.9 M -USD 273 k -10,365 -3%
Independent Advisor Alliance
23
Independent Advisor Alliance
North Carolina
USD 7.84 M +USD 7.55 M +286,575 Nuevas
Cerity Partners OCIO
24
Cerity Partners OCIO
New York
USD 7.15 M -USD 71.2 M -2,702,325 -91%
Callan Capital
25
Callan Capital
California
USD 5.68 M -USD 696 k -26,435 -11%
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