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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 788 M +USD 29.4 M +877,406 +4%
Bank of America
2
Bank of America
North Carolina
USD 90.2 M -USD 891 k -26,568 -1%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 61.2 M +USD 1.48 M +44,148 +3%
LPL Financial
4
LPL Financial
California
USD 46 M +USD 26.4 M +787,675 +179%
Morgan Stanley
5
Morgan Stanley
New York
USD 46 M +USD 272 k +8,106 +0.7%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
USD 39.5 M +USD 1.85 M +55,266 +6%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 37.8 M +USD 492 k +14,674 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
USD 32.9 M +USD 2.66 M +79,262 +10%
Arbor Investment Advisors
9
Arbor Investment Advisors
North Carolina
USD 30.4 M +USD 21.1 k +628 +0.1%
Wells Fargo
10
Wells Fargo
California
USD 26.2 M +USD 1.34 M +40,005 +6%
UBS Group
11
UBS Group
Switzerland
USD 24 M -USD 357 k -10,657 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 22.1 M +USD 709 k +21,158 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 21.9 M -USD 1.52 M -45,199 -7%
First Foundation Advisors
14
First Foundation Advisors
California
USD 20.7 M +USD 1.14 M +33,983 +7%
Baird Financial Group
15
Baird Financial Group
Wisconsin
USD 20.5 M +USD 537 k +16,024 +3%
Cetera Advisor Networks
16
Cetera Advisor Networks
California
USD 14.9 M +USD 143 k +4,256 +1%
NFP Retirement Inc
17
NFP Retirement Inc
California
USD 13.7 M +USD 899 k +26,827 +8%
Callan Capital
18
Callan Capital
California
USD 11.1 M -USD 1.09 M -32,494 -10%
Mariner
19
Mariner
Kansas
USD 10.4 M -USD 92.8 k -2,769 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 10.4 M -USD 279 k -8,317 -3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
USD 10.3 M -USD 165 k -4,936 -2%
Avantax Advisory Services
22
Avantax Advisory Services
Texas
USD 10 M +USD 1.69 M +50,440 +23%
Accredited Investors
23
Accredited Investors
Minnesota
USD 9.7 M -USD 461 k -13,754 -5%
Arlington Financial Advisors
24
Arlington Financial Advisors
California
USD 8.85 M +USD 1.57 M +46,809 +25%
Dynamic Advisor Solutions
25
Dynamic Advisor Solutions
Arizona
USD 8.66 M +USD 1.45 M +43,395 +22%
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