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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 819 M -USD 19.6 M -457,558 -2%
Bank of America
2
Bank of America
North Carolina
USD 109 M +USD 2.45 M +57,183 +2%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 55 M -USD 2.36 M -55,022 -4%
LPL Financial
4
LPL Financial
California
USD 51.6 M +USD 724 k +16,910 +1%
Morgan Stanley
5
Morgan Stanley
New York
USD 46.8 M -USD 602 k -14,051 -1%
First Foundation Advisors
6
First Foundation Advisors
California
USD 46 M +USD 2.23 M +52,016 +5%
Raymond James Financial
7
Raymond James Financial
Florida
USD 42 M +USD 43.2 M +1,009,453 Nuevas
Arbor Investment Advisors
8
Arbor Investment Advisors
North Carolina
USD 35.9 M -USD 240 k -5,598 -0.6%
Wells Fargo
9
Wells Fargo
California
USD 32 M -USD 699 k -16,318 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 28.8 M +USD 1.07 M +24,962 +4%
UBS Group
11
UBS Group
Switzerland
USD 28.1 M +USD 2.06 M +48,132 +8%
Stonebridge Financial Group (Pennsylvania)
12
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 26.1 M +USD 26.9 M +627,558 Nuevas
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
USD 22.3 M -USD 31.8 M -742,366 -58%
Bank of New York Mellon
14
Bank of New York Mellon
New York
USD 20.5 M +USD 368 k +8,594 +2%
Invesco
15
Invesco
Georgia
USD 18.6 M +USD 10.4 M +241,812 +118%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
USD 17.8 M +USD 12 k +280 +0.1%
NFP Retirement Inc
17
NFP Retirement Inc
California
USD 17.5 M +USD 757 k +17,684 +4%
Avantax Advisory Services
18
Avantax Advisory Services
Texas
USD 17.1 M +USD 1.64 M +38,202 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
USD 12.5 M -USD 10.9 M -254,462 -46%
Callan Capital
20
Callan Capital
California
USD 11.5 M -USD 715 k -16,690 -6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
USD 10.8 M -USD 1.14 M -26,541 -9%
Mariner
22
Mariner
Kansas
USD 10.8 M -USD 329 k -7,689 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
USD 10.7 M -USD 339 k -7,929 -3%
Johnson & White Wealth Management
24
Johnson & White Wealth Management
Pennsylvania
USD 9.16 M +USD 595 k +13,897 +7%
Accredited Investors
25
Accredited Investors
Minnesota
USD 8.37 M -USD 244 k -5,702 -3%
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