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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 114 M -USD 1.52 M -33,240 -1%
LPL Financial
2
LPL Financial
California
USD 61.1 M +USD 5.25 M +114,759 +9%
Waverly Advisors
3
Waverly Advisors
Alabama
USD 51.7 M -USD 1.25 M -27,410 -2%
Morgan Stanley
4
Morgan Stanley
New York
USD 51.4 M +USD 1.39 M +30,520 +3%
Raymond James Financial
5
Raymond James Financial
Florida
USD 47.5 M -USD 75 k -1,641 -0.2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 45.7 M +USD 1.12 M +24,514 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 36 M +USD 2.6 M +56,987 +8%
Arbor Investment Advisors
8
Arbor Investment Advisors
North Carolina
USD 36 M +USD 384 k +8,406 +1%
First Foundation Advisors
9
First Foundation Advisors
California
USD 35.6 M -USD 1.36 M -29,690 -4%
Stonebridge Financial Group (Pennsylvania)
10
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 33.2 M +USD 1.45 M +31,792 +5%
Wells Fargo
11
Wells Fargo
California
USD 31.3 M +USD 414 k +9,061 +1%
WCG Wealth Advisors
12
WCG Wealth Advisors
Nevada
USD 28.8 M +USD 18.3 M +399,995 +176%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
USD 27.5 M +USD 4.09 M +89,411 +18%
Invesco
14
Invesco
Georgia
USD 21.7 M +USD 764 k +16,711 +4%
NFP Retirement Inc
15
NFP Retirement Inc
California
USD 17.4 M -USD 367 k -8,022 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
USD 13.5 M +USD 26.2 k +573 +0.2%
Three Bridge Wealth Advisors
17
Three Bridge Wealth Advisors
California
USD 12.2 M -USD 75.6 k -1,654 -0.6%
Sanctuary Advisors
18
Sanctuary Advisors
Indiana
USD 11.9 M -USD 1.64 M -35,801 -12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 11.9 M +USD 81.4 k +1,781 +0.7%
UBS Group
20
UBS Group
Switzerland
USD 11.8 M -USD 1.52 M -33,152 -11%
Johnson & White Wealth Management
21
Johnson & White Wealth Management
Pennsylvania
USD 11.7 M +USD 801 k +17,523 +7%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
USD 11.5 M +USD 52.3 k +1,144 +0.5%
AlphaCore Capital
23
AlphaCore Capital
California
USD 11 M -USD 1.26 M -27,467 -10%
Mariner
24
Mariner
Kansas
USD 10.5 M -USD 303 k -6,639 -3%
Regal Investment Advisors
25
Regal Investment Advisors
Michigan
USD 7.98 M +USD 136 k +2,983 +2%
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