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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 800 M -USD 24.1 M -648,298 -3%
Bank of America
2
Bank of America
North Carolina
USD 96.9 M +USD 2.28 M +61,217 +3%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 61.3 M -USD 2.62 M -70,294 -4%
Morgan Stanley
4
Morgan Stanley
New York
USD 46.7 M -USD 1.45 M -38,985 -3%
LPL Financial
5
LPL Financial
California
USD 46.6 M -USD 1.5 M -40,223 -3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
USD 46 M +USD 4.4 M +118,251 +11%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 38.5 M -USD 1.02 M -27,328 -3%
First Foundation Advisors
8
First Foundation Advisors
California
USD 33.2 M +USD 10.9 M +292,829 +53%
Arbor Investment Advisors
9
Arbor Investment Advisors
North Carolina
USD 32.5 M +USD 567 k +15,213 +2%
Wells Fargo
10
Wells Fargo
California
USD 27.2 M -USD 292 k -7,841 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 23.6 M +USD 409 k +10,971 +2%
UBS Group
12
UBS Group
Switzerland
USD 23 M -USD 2.04 M -54,774 -9%
Baird Financial Group
13
Baird Financial Group
Wisconsin
USD 22.1 M +USD 564 k +15,151 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
USD 17.4 M -USD 16.2 M -434,633 -50%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
USD 16 M +USD 15.2 M +407,410 Nuevas
Cetera Advisor Networks
16
Cetera Advisor Networks
California
USD 15.9 M +USD 267 k +7,165 +2%
NFP Retirement Inc
17
NFP Retirement Inc
California
USD 14.8 M +USD 475 k +12,743 +3%
Callan Capital
18
Callan Capital
California
USD 11.6 M -USD 34.4 k -923 -0.3%
Avantax Advisory Services
19
Avantax Advisory Services
Texas
USD 11.5 M +USD 982 k +26,356 +10%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
USD 11.3 M +USD 451 k +12,119 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 10.9 M +USD 19.5 k +523 +0.2%
Mariner
22
Mariner
Kansas
USD 10.8 M -USD 160 k -4,309 -2%
Dynamic Advisor Solutions
23
Dynamic Advisor Solutions
Arizona
USD 9.9 M +USD 410 k +11,018 +5%
Accredited Investors
24
Accredited Investors
Minnesota
USD 9.6 M -USD 443 k -11,884 -5%
Invesco
25
Invesco
Georgia
USD 7.84 M -USD 845 k -22,680 -10%
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