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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
1
Charles Schwab
California
USD 837 M -USD 18.6 M -462,935 -2%
Bank of America
2
Bank of America
North Carolina
USD 106 M +USD 3.86 M +96,199 +4%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 57.2 M -USD 3.63 M -90,495 -6%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
USD 53.1 M +USD 2.85 M +71,003 +6%
LPL Financial
5
LPL Financial
California
USD 50.8 M +USD 145 k +3,627 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
USD 47.3 M -USD 585 k -14,577 -1%
First Foundation Advisors
7
First Foundation Advisors
California
USD 43.8 M +USD 1.08 M +26,812 +3%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 38.9 M +USD 279 k +6,948 +0.7%
Arbor Investment Advisors
9
Arbor Investment Advisors
North Carolina
USD 36.1 M +USD 369 k +9,212 +1%
Wells Fargo
10
Wells Fargo
California
USD 32.7 M +USD 3.78 M +94,290 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 27.7 M +USD 2.63 M +65,613 +11%
UBS Group
12
UBS Group
Switzerland
USD 26.1 M +USD 2.15 M +53,707 +9%
Baird Financial Group
13
Baird Financial Group
Wisconsin
USD 23 M -USD 542 k -13,519 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
USD 20.1 M +USD 8.46 k +211 +0%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
USD 17.8 M +USD 103 k +2,579 +0.6%
NFP Retirement Inc
16
NFP Retirement Inc
California
USD 16.7 M +USD 717 k +17,882 +5%
Avantax Advisory Services
17
Avantax Advisory Services
Texas
USD 15.5 M +USD 1.82 M +45,278 +14%
Callan Capital
18
Callan Capital
California
USD 12.2 M -USD 2.57 k -64 -0%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
USD 11.9 M -USD 33.9 k -846 -0.3%
Mariner
20
Mariner
Kansas
USD 11.1 M +USD 171 k +4,264 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 11 M -USD 144 k -3,595 -1%
Accredited Investors
22
Accredited Investors
Minnesota
USD 8.6 M -USD 220 k -5,486 -3%
Johnson & White Wealth Management
23
Johnson & White Wealth Management
Pennsylvania
USD 8.55 M +USD 399 k +9,948 +5%
Invesco
24
Invesco
Georgia
USD 8.5 M +USD 546 k +13,610 +7%
Three Bridge Wealth Advisors
25
Three Bridge Wealth Advisors
California
USD 8.08 M -USD 106 k -2,643 -1%
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