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Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bridge Advisory
California
$973K -$58.3K -2,065 -6%
AWS
27
Atria Wealth Solutions
New York
$933K -$488K -17,315 -35%
AF
28
Allworth Financial
California
$898K -$1.71M -60,457 -67%
GW
29
GW & Wade
Massachusetts
$757K
KA
30
Klingman & Associates
New York
$757K +$25.1K +888 +4%
AAS
31
Avantax Advisory Services
Texas
$729K -$30.4K -1,077 -4%
C
32
Certuity
Florida
$727K
CRI
33
Colonial River Investments
Virginia
$700K -$5.47K -194 -0.8%
Creative Planning
34
Creative Planning
Kansas
$684K +$200K +7,072 +44%
RSWM
35
Robertson Stephens Wealth Management
California
$680K
SMC
36
Smith, Moore & Co
Missouri
$679K +$77.4K +2,744 +14%
Citadel Advisors
37
Citadel Advisors
Florida
$675K -$1.19M -42,166 -65%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$667K +$2.37K +84 +0.4%
Morgan Stanley
39
Morgan Stanley
New York
$543K -$201K -7,119 -28%
SM
40
Sensible Money
Arizona
$536K +$510K +18,096 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$510K +$14.3K +508 +3%
CC
42
Callan Capital
California
$500K
CIAS
43
CFS Investment Advisory Services
New Jersey
$465K -$407K -14,444 -48%
UBS Group
44
UBS Group
Switzerland
$465K +$44K +1,561 +11%
LPL Financial
45
LPL Financial
California
$399K -$14.5K -514 -4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$372K +$355K +12,574 New
JWA
47
JFS Wealth Advisors
Pennsylvania
$371K -$50.3K -1,783 -12%
CGL
48
Clarius Group LLC
Washington
$366K +$109K +3,872 +46%
QCIG
49
Quad-Cities Investment Group
Iowa
$355K +$31.8K +1,126 +10%
TBWA
50
Three Bridge Wealth Advisors
California
$328K -$36.9K -1,308 -11%