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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 131 M +USD 17.6 M +370,099 +15%
LPL Financial
2
LPL Financial
California
USD 63.2 M +USD 2.21 M +46,385 +3%
Morgan Stanley
3
Morgan Stanley
New York
USD 54.6 M +USD 3.34 M +69,979 +6%
Waverly Advisors
4
Waverly Advisors
Alabama
USD 50.9 M -USD 856 k -17,958 -2%
Raymond James Financial
5
Raymond James Financial
Florida
USD 48.4 M +USD 972 k +20,399 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 47.3 M +USD 1.69 M +35,362 +4%
Wells Fargo
7
Wells Fargo
California
USD 42.7 M +USD 11.9 M +249,591 +37%
Arbor Investment Advisors
8
Arbor Investment Advisors
North Carolina
USD 36.9 M +USD 930 k +19,510 +2%
Stonebridge Financial Group (Pennsylvania)
9
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 35 M +USD 1.88 M +39,387 +5%
First Foundation Advisors
10
First Foundation Advisors
California
USD 34.8 M -USD 791 k -16,599 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 32.3 M -USD 3.87 M -81,209 -10%
WCG Wealth Advisors
12
WCG Wealth Advisors
Nevada
USD 29.4 M +USD 600 k +12,596 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
USD 19.2 M -USD 7.96 M -167,024 -29%
NFP Retirement Inc
14
NFP Retirement Inc
California
USD 17.1 M -USD 287 k -6,013 -2%
Invesco
15
Invesco
Georgia
USD 16.5 M -USD 5.42 M -113,614 -24%
Baird Financial Group
16
Baird Financial Group
Wisconsin
USD 13.5 M +USD 60 k +1,258 +0.4%
Sanctuary Advisors
17
Sanctuary Advisors
Indiana
USD 12.8 M +USD 856 k +17,959 +7%
Equitable Holdings
18
Equitable Holdings
New York
USD 12.7 M +USD 5.13 M +107,551 +64%
Traction Financial Partners
19
Traction Financial Partners
Wyoming
USD 12.6 M +USD 7 M +146,869 +116%
Three Bridge Wealth Advisors
20
Three Bridge Wealth Advisors
California
USD 12.3 M +USD 74.2 k +1,556 +0.6%
Johnson & White Wealth Management
21
Johnson & White Wealth Management
Pennsylvania
USD 12.1 M +USD 451 k +9,462 +4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
USD 11.6 M +USD 46.4 k +973 +0.4%
Federation des caisses Desjardins du Quebec
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 11.5 M +USD 12 M +251,726 Nuevas
UBS Group
24
UBS Group
Switzerland
USD 11.2 M -USD 660 k -13,837 -5%
AlphaCore Capital
25
AlphaCore Capital
California
USD 11 M -USD 48.4 k -1,016 -0.4%
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