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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 697 M -USD 19.3 M -593,350 -3%
Bank of America
2
Bank of America
North Carolina
USD 85 M -USD 3.6 M -110,390 -4%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 50.8 M -USD 994 k -30,495 -2%
Morgan Stanley
4
Morgan Stanley
New York
USD 42.8 M +USD 4.71 M +144,665 +13%
Invesco
5
Invesco
Georgia
USD 36.4 M -USD 2.3 M -70,545 -6%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 33.8 M -USD 529 k -16,220 -2%
Arbor Investment Advisors
7
Arbor Investment Advisors
North Carolina
USD 27.8 M +USD 984 k +30,190 +4%
PFS Investments
8
PFS Investments
Georgia
USD 26.1 M +USD 1.15 M +35,425 +5%
UBS Group
9
UBS Group
Switzerland
USD 22.7 M -USD 1.19 M -36,615 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 20.4 M +USD 2.16 M +66,255 +13%
Wells Fargo
11
Wells Fargo
California
USD 20 M +USD 1.81 M +55,655 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 18.5 M -USD 61.9 k -1,900 -0.4%
Baird Financial Group
13
Baird Financial Group
Wisconsin
USD 17.4 M +USD 11.6 k +355 +0.1%
First Foundation Advisors
14
First Foundation Advisors
California
USD 16.2 M +USD 1.03 M +31,625 +7%
LPL Financial
15
LPL Financial
California
USD 13.8 M +USD 1.25 M +38,420 +11%
Cetera Advisor Networks
16
Cetera Advisor Networks
California
USD 12.4 M +USD 348 k +10,680 +3%
NFP Retirement Inc
17
NFP Retirement Inc
California
USD 11.3 M +USD 992 k +30,445 +10%
Callan Capital
18
Callan Capital
California
USD 11.2 M -USD 423 k -12,985 -4%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
USD 10.5 M -USD 535 k -16,400 -5%
Mariner
20
Mariner
Kansas
USD 9.7 M -USD 419 k -12,870 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 9.6 M +USD 296 k +9,070 +3%
Accredited Investors
22
Accredited Investors
Minnesota
USD 9.6 M -USD 283 k -8,685 -3%
Three Bridge Wealth Advisors
23
Three Bridge Wealth Advisors
California
USD 6.9 M +USD 411 k +12,610 +7%
Arlington Financial Advisors
24
Arlington Financial Advisors
California
USD 6.64 M -USD 93 k -2,855 -1%
Avantax Advisory Services
25
Avantax Advisory Services
Texas
USD 6.59 M +USD 240 k +7,375 +4%
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