We are live on ! Find out more
PDN icon

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

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$815K +$817K +25,546 New
Creative Planning
27
Creative Planning
Kansas
$813K +$34.8K +1,088 +5%
LSA
28
L & S Advisors
California
$777K +$10.3K +322 +1%
SMC
29
Smith, Moore & Co
Missouri
$714K -$19.2K -601 -3%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$705K -$16.9K -530 -2%
DAS
31
Dynamic Advisor Solutions
Arizona
$701K -$4.54K -142 -0.7%
WN
32
Williams & Novak
California
$691K
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$600K +$13.9K +434 +2%
SM
34
Sensible Money
Arizona
$595K
LPL Financial
35
LPL Financial
California
$594K -$64.7K -2,022 -10%
CC
36
Callan Capital
California
$555K
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$547K +$532K +16,637 New
RSWM
38
Robertson Stephens Wealth Management
California
$535K -$10K -314 -2%
CRI
39
Colonial River Investments
Virginia
$478K +$157K +4,908 +51%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$460K +$84.1K +2,631 +23%
CIAS
41
CFS Investment Advisory Services
New Jersey
$418K +$57.1K +1,785 +16%
Bank of America
42
Bank of America
North Carolina
$399K +$66.6K +2,082 +21%
Morgan Stanley
43
Morgan Stanley
New York
$389K +$6.65K +208 +2%
SFA
44
Sequoia Financial Advisors
Ohio
$374K -$8.63K -270 -2%
TBWA
45
Three Bridge Wealth Advisors
California
$347K +$608 +19 +0.2%
JWA
46
JFS Wealth Advisors
Pennsylvania
$340K -$20.1K -628 -6%
KAS
47
Kestra Advisory Services
Texas
$324K +$4K +125 +1%
IFA
48
Index Fund Advisors
California
$313K
Mariner
49
Mariner
Kansas
$306K +$12.9K +403 +5%
AAS
50
Avantax Advisory Services
Texas
$305K +$1.25K +39 +0.4%