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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 102 M -USD 2.39 M -62,762 -2%
Waverly Advisors
2
Waverly Advisors
Alabama
USD 48.3 M -USD 1.59 M -41,606 -3%
LPL Financial
3
LPL Financial
California
USD 47.1 M +USD 2.84 M +74,417 +7%
Morgan Stanley
4
Morgan Stanley
New York
USD 44.8 M -USD 390 k -10,226 -0.9%
Raymond James Financial
5
Raymond James Financial
Florida
USD 42.1 M +USD 498 k +13,062 +1%
First Foundation Advisors
6
First Foundation Advisors
California
USD 37.8 M -USD 3.18 M -83,499 -8%
Arbor Investment Advisors
7
Arbor Investment Advisors
North Carolina
USD 36.6 M +USD 531 k +13,935 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 34.1 M +USD 4.26 M +111,818 +15%
Wells Fargo
9
Wells Fargo
California
USD 27.9 M -USD 479 k -12,568 -2%
Stonebridge Financial Group (Pennsylvania)
10
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 27.8 M +USD 454 k +11,893 +2%
Avantax Advisory Services
11
Avantax Advisory Services
Texas
USD 22.1 M +USD 1.45 M +37,931 +7%
UBS Group
12
UBS Group
Switzerland
USD 20.6 M -USD 6.47 M -169,766 -25%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
USD 19.8 M -USD 2.05 M -53,803 -10%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
USD 17.2 M -USD 293 k -7,694 -2%
NFP Retirement Inc
15
NFP Retirement Inc
California
USD 15.8 M -USD 865 k -22,683 -6%
Invesco
16
Invesco
Georgia
USD 14.4 M -USD 5.57 M -146,166 -29%
Baird Financial Group
17
Baird Financial Group
Wisconsin
USD 12.1 M +USD 64.8 k +1,700 +0.6%
AlphaCore Capital
18
AlphaCore Capital
California
USD 10.8 M +USD 9.9 M +258,415 +3,737%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 10.5 M +USD 177 k +4,653 +2%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
USD 10.4 M +USD 162 k +4,254 +2%
WCG Wealth Advisors
21
WCG Wealth Advisors
Nevada
USD 10.4 M +USD 3.59 M +94,200 +59%
Three Bridge Wealth Advisors
22
Three Bridge Wealth Advisors
California
USD 10 M +USD 2.06 M +53,998 +28%
Mariner
23
Mariner
Kansas
USD 9.7 M -USD 579 k -15,171 -6%
Johnson & White Wealth Management
24
Johnson & White Wealth Management
Pennsylvania
USD 9.43 M +USD 87.3 k +2,289 +1%
Dynamic Advisor Solutions
25
Dynamic Advisor Solutions
Arizona
USD 8.86 M +USD 322 k +8,432 +4%
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