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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 626 M -USD 38.5 M -1,182,660 -5%
Bank of America
2
Bank of America
North Carolina
USD 77.4 M -USD 6.13 M -188,420 -7%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 46.9 M +USD 1.91 M +58,650 +4%
Morgan Stanley
4
Morgan Stanley
New York
USD 35.7 M -USD 132 k -4,075 -0.3%
Invesco
5
Invesco
Georgia
USD 28.1 M -USD 991 k -30,485 -3%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 28.1 M -USD 8.24 M -253,525 -21%
Wells Fargo
7
Wells Fargo
California
USD 25 M +USD 351 k +10,780 +1%
Arbor Investment Advisors
8
Arbor Investment Advisors
North Carolina
USD 22.3 M -USD 260 k -7,985 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 18.5 M +USD 2.63 M +80,865 +15%
UBS Group
10
UBS Group
Switzerland
USD 14.6 M +USD 675 k +20,760 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 14.2 M -USD 3.98 M -122,260 -20%
LPL Financial
12
LPL Financial
California
USD 10.7 M -USD 3.86 M -118,835 -24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 10.6 M -USD 52.7 k -1,620 -0.4%
Ameriprise
14
Ameriprise
Minnesota
USD 10.5 M +USD 403 k +12,390 +4%
Mariner
15
Mariner
Kansas
USD 10.1 M -USD 336 k -10,320 -3%
Cetera Advisor Networks
16
Cetera Advisor Networks
California
USD 9.45 M +USD 105 k +3,230 +1%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
USD 9.44 M +USD 10.4 M +319,895 +7,699%
Callan Capital
18
Callan Capital
California
USD 8.88 M +USD 2.43 M +74,615 +32%
NFP Retirement Inc
19
NFP Retirement Inc
California
USD 8.3 M +USD 213 k +6,565 +2%
Accredited Investors
20
Accredited Investors
Minnesota
USD 6.78 M +USD 4.57 M +140,695 +153%
First Foundation Advisors
21
First Foundation Advisors
California
USD 6.67 M +USD 3 M +92,160 +67%
Arlington Financial Advisors
22
Arlington Financial Advisors
California
USD 5.77 M +USD 9.8 k +300 +0.2%
Avantax Advisory Services
23
Avantax Advisory Services
Texas
USD 5.41 M +USD 79.5 k +2,445 +1%
Three Bridge Wealth Advisors
24
Three Bridge Wealth Advisors
California
USD 4.41 M -USD 52.3 k -1,610 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
USD 3.84 M -USD 57.6 k -1,770 -1%
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