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Invesco MSCI Sustainable Future ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
26
Partnervest Advisory Services
California
$26K
WTC
27
WhitTier Trust Company
Nevada
$26K
AIG
28
American International Group
New York
$15.5K
PSI
29
Pinnacle Summer Investments
Virginia
$14K
RFS
30
Rockefeller Financial Services
New York
$14K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$11K -$2.88K -105 -21%
SMA
32
Simply Money Advisors
Ohio
$8K
DSC
33
Duncker Streett & Co
Missouri
$7K +$55 +2 +0.8%
Creative Planning
34
Creative Planning
Kansas
$6K
ARMC
35
American Research & Management Company
Massachusetts
$4K
LWA
36
Lenox Wealth Advisors
New York
$4K
ATC
37
Adirondack Trust Company
New York
$3K
GT
38
Glenmede Trust
Pennsylvania
$3K
HR
39
Howe & Rusling
New York
$3K
WT
40
Whittier Trust
California
$1K
RJFSA
41
Raymond James Financial Services Advisors
Florida
-$356K -14,054 Closed
Invesco
42
Invesco
Georgia
-$140K -5,520 Closed
BIM
43
BlackRock Investment Management
Delaware
-$53K -2,087 Closed
FHC
44
First Heartland Consultants
Missouri
-$21K -817 Closed
MAS
45
Madden Advisory Services
Florida
-$12K -480 Closed