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Invesco MSCI Sustainable Future ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSI
26
Pinnacle Summer Investments
Virginia
$46K
Axa
27
Axa
France
$32K
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$27K
MA
29
MUFG Americas
New York
$22K
AIG
30
American International Group
New York
$17.6K
DA
31
Dunvegan Associates
California
$17K -$11.4K -398 -41%
CCS
32
Crosspoint Capital Strategies
California
$14K
RFS
33
Rockefeller Financial Services
New York
$14K
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$14K +$3.02K +105 +27%
GT
35
Glenmede Trust
Pennsylvania
$12K +$8.85K +308 +246%
WEC
36
Winslow Evans & Crocker
Massachusetts
$10.4K
BRWA
37
B. Riley Wealth Advisors
Florida
$10K +$10.1K +350 New
Creative Planning
38
Creative Planning
Kansas
$6K
TRCT
39
Tower Research Capital (TRC)
New York
$6K +$5.49K +191 New
MFS
40
MSI Financial Services
Massachusetts
$5K
ARMC
41
American Research & Management Company
Massachusetts
$4K
LWA
42
Lenox Wealth Advisors
New York
$4K
SSB
43
Sandy Spring Bank
Maryland
$4K
ATC
44
Adirondack Trust Company
New York
$3K
HR
45
Howe & Rusling
New York
$3K
NES
46
New England Securities
New York
$2K
GI
47
Gradient Investments
Minnesota
$2K +$1.81K +63 New
Ameriprise
48
Ameriprise
Minnesota
-$26K -878 Closed
NFG
49
Next Financial Group
Texas
-$16K -550 Closed
EWM
50
Evercore Wealth Management
New York
-$10K -325 Closed