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Invesco FTSE RAFI Developed Markets ex-US ETF
PXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Invesco
1
Invesco
Georgia
USD 230 M +USD 46.7 M +1,309,081 +25%
Charles Schwab Investment Advisory
2
Charles Schwab Investment Advisory
California
USD 52.2 M +USD 12.5 M +348,880 +30%
United Services Automobile Association
3
United Services Automobile Association
Texas
USD 49.7 M +USD 357 k +10,000 +0.7%
Bank of America
4
Bank of America
North Carolina
USD 19.9 M +USD 9.03 k +253 +0%
Forvis Mazars Wealth Advisors
5
Forvis Mazars Wealth Advisors
Missouri
USD 12.9 M -USD 7.67 M -214,832 -36%
Wells Fargo
6
Wells Fargo
California
USD 11.6 M -USD 2.56 M -71,805 -18%
Morgan Stanley
7
Morgan Stanley
New York
USD 11.2 M +USD 1.02 M +28,499 +10%
Kinsight LLC
8
Kinsight LLC
Alabama
USD 9.5 M +USD 23.5 k +659 +0.2%
AssetMark Inc
9
AssetMark Inc
California
USD 8.05 M +USD 1.29 M +36,238 +18%
Ameriprise
10
Ameriprise
Minnesota
USD 7.59 M +USD 437 k +12,235 +6%
Mosaic Financial Partners
11
Mosaic Financial Partners
California
USD 6.96 M +USD 631 k +17,689 +10%
FWM
12
Frontier Wealth Management
Missouri
USD 6.68 M +USD 63.9 k +1,791 +0.9%
JFS Wealth Advisors
13
JFS Wealth Advisors
Pennsylvania
USD 5.75 M -USD 153 k -4,282 -3%
Legacy Private Trust
14
Legacy Private Trust
Wisconsin
USD 5 M +USD 4.25 M +118,976 +464%
HSBC Holdings
15
HSBC Holdings
United Kingdom
USD 4.42 M -USD 389 k -10,902 -8%
Carroll Financial Associates
16
Carroll Financial Associates
North Carolina
USD 4.1 M +USD 2.91 M +81,432 +219%
RegentAtlantic Capital
17
RegentAtlantic Capital
New Jersey
USD 3.93 M +USD 355 k +9,954 +10%
UBS Group
18
UBS Group
Switzerland
USD 3.34 M -USD 1.16 M -32,481 -25%
Signature Estate & Investment Advisors
19
Signature Estate & Investment Advisors
California
USD 3.32 M -USD 160 k -4,487 -4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
USD 3.07 M +USD 3.17 M +88,760 Nuevas
Private Ocean
21
Private Ocean
California
USD 2.89 M -USD 56.5 k -1,583 -2%
Cetera Advisor Networks
22
Cetera Advisor Networks
California
USD 2.3 M +USD 1.31 M +36,629 +124%
Woodmont Investment Counsel
23
Woodmont Investment Counsel
Tennessee
USD 2.27 M -USD 301 k -8,425 -11%
Madison Investment Holdings
24
Madison Investment Holdings
Wisconsin
USD 2.15 M -USD 775 k -21,701 -26%
SVA Wealth Management
25
SVA Wealth Management
Wisconsin
USD 1.79 M +USD 20.2 k +565 +1%
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