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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 695 M +USD 308 M +9,263,215 +69%
Bank of America
2
Bank of America
North Carolina
USD 87.2 M -USD 3.44 M -103,375 -4%
Federation des caisses Desjardins du Quebec
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 66.3 M +USD 71.9 M +2,158,900 +121,972%
Waverly Advisors
4
Waverly Advisors
Alabama
USD 47.5 M +USD 2.09 M +62,855 +4%
Morgan Stanley
5
Morgan Stanley
New York
USD 37.7 M +USD 1.4 M +42,175 +4%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 37.3 M +USD 407 k +12,235 +1%
Invesco
7
Invesco
Georgia
USD 30.5 M +USD 6.33 M +190,140 +24%
Wells Fargo
8
Wells Fargo
California
USD 26 M +USD 4.98 M +149,470 +21%
Arbor Investment Advisors
9
Arbor Investment Advisors
North Carolina
USD 23.8 M +USD 1.78 M +53,580 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 18.7 M +USD 1.26 M +37,945 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
USD 17.1 M +USD 348 k +10,465 +2%
LPL Financial
12
LPL Financial
California
USD 14.9 M -USD 4.76 M -142,995 -23%
UBS Group
13
UBS Group
Switzerland
USD 14.8 M +USD 5.47 M +164,375 +52%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 11.2 M +USD 33 k +990 +0.3%
Mariner
15
Mariner
Kansas
USD 10.9 M -USD 1.3 M -39,025 -10%
Ameriprise
16
Ameriprise
Minnesota
USD 10.7 M -USD 2 M -60,215 -15%
Cetera Advisor Networks
17
Cetera Advisor Networks
California
USD 9.8 M +USD 101 k +3,040 +1%
FWM
18
Frontier Wealth Management
Missouri
USD 9.7 M +USD 10.5 M +315,845 Nuevas
NFP Retirement Inc
19
NFP Retirement Inc
California
USD 8.54 M +USD 2.22 M +66,760 +32%
Callan Capital
20
Callan Capital
California
USD 7.06 M +USD 1.31 M +39,360 +21%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
USD 6.5 M +USD 14.3 k +430 +0.2%
Arlington Financial Advisors
22
Arlington Financial Advisors
California
USD 6.06 M +USD 105 k +3,160 +2%
Avantax Advisory Services
23
Avantax Advisory Services
Texas
USD 5.62 M +USD 1.22 M +36,745 +25%
TBWA
24
Three Bridge Wealth Advisors
California
USD 4.69 M -USD 1.05 M -31,425 -17%
First Foundation Advisors
25
First Foundation Advisors
California
USD 4.19 M +USD 4.55 M +136,745 Nuevas
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