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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 115 M +USD 930 k +21,438 +0.9%
LPL Financial
2
LPL Financial
California
USD 55.3 M +USD 2.56 M +58,937 +5%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 52.5 M -USD 1.46 M -33,640 -3%
Morgan Stanley
4
Morgan Stanley
New York
USD 49.5 M -USD 459 k -10,583 -1%
Raymond James Financial
5
Raymond James Financial
Florida
USD 47 M +USD 61.5 k +1,418 +0.1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 44.1 M +USD 23.7 M +547,424 +129%
First Foundation Advisors
7
First Foundation Advisors
California
USD 36.6 M -USD 5.43 M -125,074 -13%
Arbor Investment Advisors
8
Arbor Investment Advisors
North Carolina
USD 35.2 M -USD 5.35 M -123,252 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 33.1 M -USD 4.85 M -111,813 -13%
Stonebridge Financial Group (Pennsylvania)
10
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 31.4 M +USD 416 k +9,580 +1%
Wells Fargo
11
Wells Fargo
California
USD 30.5 M -USD 631 k -14,550 -2%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 22.2 M +USD 787 k +18,135 +4%
Invesco
13
Invesco
Georgia
USD 20.7 M +USD 4.47 M +102,983 +29%
NFP Retirement Inc
14
NFP Retirement Inc
California
USD 17.6 M +USD 3.04 k +70 +0%
Sanctuary Advisors
15
Sanctuary Advisors
Indiana
USD 13.4 M +USD 11.1 M +254,727 +617%
Baird Financial Group
16
Baird Financial Group
Wisconsin
USD 13.3 M -USD 189 k -4,356 -1%
UBS Group
17
UBS Group
Switzerland
USD 13.2 M -USD 9.35 M -215,543 -43%
AlphaCore Capital
18
AlphaCore Capital
California
USD 12.2 M +USD 106 k +2,439 +0.9%
Three Bridge Wealth Advisors
19
Three Bridge Wealth Advisors
California
USD 12.1 M +USD 910 k +20,972 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 11.7 M -USD 65.6 k -1,512 -0.6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
USD 11.4 M -USD 196 k -4,523 -2%
Johnson & White Wealth Management
22
Johnson & White Wealth Management
Pennsylvania
USD 10.8 M +USD 235 k +5,427 +2%
Mariner
23
Mariner
Kansas
USD 10.7 M -USD 130 k -2,997 -1%
WCG Wealth Advisors
24
WCG Wealth Advisors
Nevada
USD 10.3 M -USD 1.16 M -26,687 -10%
Dynamic Advisor Solutions
25
Dynamic Advisor Solutions
Arizona
USD 10 M +USD 59.6 k +1,373 +0.6%
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