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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 489 M +USD 48.9 M +1,347,995 +11%
Bank of America
2
Bank of America
North Carolina
USD 108 M +USD 136 k +3,750 +0.1%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 54.3 M +USD 1.53 M +42,190 +3%
Raymond James & Associates
4
Raymond James & Associates
Florida
USD 44 M +USD 2.36 M +64,935 +6%
Morgan Stanley
5
Morgan Stanley
New York
USD 43.3 M +USD 1.96 M +54,025 +5%
Invesco
6
Invesco
Georgia
USD 29.4 M +USD 22.5 M +620,130 +335%
Arbor Investment Advisors
7
Arbor Investment Advisors
North Carolina
USD 26.3 M +USD 1.48 M +40,845 +6%
Wells Fargo
8
Wells Fargo
California
USD 25.5 M +USD 4.13 M +113,915 +20%
LPL Financial
9
LPL Financial
California
USD 23 M +USD 2.57 M +70,685 +13%
Waddell & Associates
10
Waddell & Associates
Tennessee
USD 22.9 M +USD 249 k +6,870 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 20.9 M +USD 2.52 M +69,465 +14%
Ameriprise
12
Ameriprise
Minnesota
USD 14.9 M +USD 928 k +25,565 +7%
Mariner
13
Mariner
Kansas
USD 14.4 M -USD 2.28 M -62,700 -14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 13.3 M +USD 129 k +3,565 +1%
Cetera Advisor Networks
15
Cetera Advisor Networks
California
USD 11.6 M +USD 1.35 M +37,200 +13%
UBS Group
16
UBS Group
Switzerland
USD 11.6 M -USD 1.87 M -51,475 -14%
NFP Retirement Inc
17
NFP Retirement Inc
California
USD 7.73 M +USD 7.68 M +211,545 Nuevas
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
USD 7.61 M +USD 496 k +13,670 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 7.26 M -USD 2.18 k -60 -0%
Arlington Financial Advisors
20
Arlington Financial Advisors
California
USD 7.11 M -USD 419 k -11,545 -6%
Callan Capital
21
Callan Capital
California
USD 6.97 M +USD 1.39 M +38,435 +25%
Three Bridge Wealth Advisors
22
Three Bridge Wealth Advisors
California
USD 6.73 M +USD 6.69 M +184,250 Nuevas
Solitude Financial Services
23
Solitude Financial Services
Virginia
USD 5.89 M -USD 736 k -20,285 -11%
Avantax Advisory Services
24
Avantax Advisory Services
Texas
USD 5.36 M +USD 428 k +11,780 +9%
Pinnacle Wealth Management Group
25
Pinnacle Wealth Management Group
Michigan
USD 4.78 M +USD 1.24 M +34,055 +35%
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