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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 664 M -USD 5.68 M -163,273 -0.8%
Bank of America
2
Bank of America
North Carolina
USD 80.2 M -USD 1.47 M -42,192 -2%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 52.4 M +USD 3.79 M +109,049 +7%
Morgan Stanley
4
Morgan Stanley
New York
USD 40.2 M -USD 949 k -27,275 -2%
Invesco
5
Invesco
Georgia
USD 34.7 M -USD 349 k -10,019 -0.9%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
USD 32.9 M +USD 33.3 M +956,071 +2,249%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 32.8 M +USD 281 k +8,072 +0.8%
Arbor Investment Advisors
8
Arbor Investment Advisors
North Carolina
USD 26.8 M +USD 33.2 k +954 +0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
USD 26.3 M +USD 27.7 M +797,279 Nuevas
Wells Fargo
10
Wells Fargo
California
USD 21.8 M +USD 2.68 M +77,117 +13%
UBS Group
11
UBS Group
Switzerland
USD 21.5 M -USD 294 k -8,436 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 20.8 M +USD 3.28 M +94,335 +18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 18.8 M -USD 901 k -25,907 -4%
Baird Financial Group
14
Baird Financial Group
Wisconsin
USD 17.5 M +USD 882 k +25,349 +5%
First Foundation Advisors
15
First Foundation Advisors
California
USD 17.1 M +USD 1.57 M +45,203 +10%
LPL Financial
16
LPL Financial
California
USD 14.5 M +USD 1.36 M +39,084 +10%
Cetera Advisor Networks
17
Cetera Advisor Networks
California
USD 13 M +USD 1.07 M +30,789 +9%
NFP Retirement Inc
18
NFP Retirement Inc
California
USD 11.1 M +USD 309 k +8,874 +3%
Callan Capital
19
Callan Capital
California
USD 10.9 M +USD 85.5 k +2,457 +0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 9.42 M +USD 195 k +5,600 +2%
Mariner
21
Mariner
Kansas
USD 9.29 M -USD 26.5 k -762 -0.3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
USD 9.25 M -USD 851 k -24,456 -8%
Accredited Investors
23
Accredited Investors
Minnesota
USD 8.95 M -USD 234 k -6,722 -2%
Avantax Advisory Services
24
Avantax Advisory Services
Texas
USD 7.15 M +USD 863 k +24,814 +13%
Three Bridge Wealth Advisors
25
Three Bridge Wealth Advisors
California
USD 6.7 M +USD 81.9 k +2,353 +1%
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