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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 794 M +USD 52.3 M +1,274,728 +6%
Bank of America
2
Bank of America
North Carolina
USD 97.1 M -USD 1.98 M -48,175 -2%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 46.6 M -USD 3.72 M -90,823 -7%
Morgan Stanley
4
Morgan Stanley
New York
USD 42.1 M -USD 585 k -14,257 -1%
LPL Financial
5
LPL Financial
California
USD 41 M -USD 6.39 M -155,714 -13%
Raymond James Financial
6
Raymond James Financial
Florida
USD 38.7 M +USD 488 k +11,897 +1%
First Foundation Advisors
7
First Foundation Advisors
California
USD 38.4 M -USD 3.78 M -92,128 -8%
Arbor Investment Advisors
8
Arbor Investment Advisors
North Carolina
USD 33.5 M +USD 875 k +21,330 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 27.6 M +USD 1.5 M +36,502 +5%
Wells Fargo
10
Wells Fargo
California
USD 26.5 M -USD 2.9 M -70,695 -9%
UBS Group
11
UBS Group
Switzerland
USD 25.6 M -USD 30 k -732 -0.1%
Stonebridge Financial Group (Pennsylvania)
12
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 25.4 M +USD 1.77 M +43,065 +7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
USD 19.9 M -USD 416 k -10,135 -2%
Avantax Advisory Services
14
Avantax Advisory Services
Texas
USD 19.2 M +USD 3.92 M +95,537 +23%
Invesco
15
Invesco
Georgia
USD 18.9 M +USD 2.17 M +53,031 +12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
USD 16.3 M +USD 162 k +3,942 +0.9%
NFP Retirement Inc
17
NFP Retirement Inc
California
USD 15.5 M -USD 417 k -10,160 -2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
USD 11.2 M -USD 176 k -4,284 -1%
Callan Capital
19
Callan Capital
California
USD 10.3 M -USD 234 k -5,705 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 9.6 M -USD 158 k -3,856 -1%
Mariner
21
Mariner
Kansas
USD 9.6 M -USD 235 k -5,734 -2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
USD 9.49 M -USD 334 k -8,133 -3%
Johnson & White Wealth Management
23
Johnson & White Wealth Management
Pennsylvania
USD 8.69 M +USD 407 k +9,922 +5%
Equitable Holdings
24
Equitable Holdings
New York
USD 8.24 M +USD 1.02 M +24,847 +13%
Dynamic Advisor Solutions
25
Dynamic Advisor Solutions
Arizona
USD 7.93 M +USD 774 k +18,885 +10%
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