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

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$702K
CIBC World Market
27
CIBC World Market
Ontario, Canada
$693K +$164 +5 +0%
ADL
28
Asset Dedication LLC
California
$681K +$690K +21,076 New
Morgan Stanley
29
Morgan Stanley
New York
$665K +$287K +8,756 +74%
DAS
30
Dynamic Advisor Solutions
Arizona
$653K -$36.9K -1,126 -5%
WN
31
Williams & Novak
California
$626K -$62.3K -1,903 -9%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$621K +$31.7K +967 +5%
LPL Financial
33
LPL Financial
California
$573K -$11.1K -340 -2%
SM
34
Sensible Money
Arizona
$551K -$34.8K -1,061 -6%
CC
35
Callan Capital
California
$546K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$541K +$3.6K +110 +0.7%
RSWM
37
Robertson Stephens Wealth Management
California
$526K
CRI
38
Colonial River Investments
Virginia
$488K +$18.8K +575 +4%
AWM
39
Axxcess Wealth Management
California
$487K +$493K +15,063 New
Citadel Advisors
40
Citadel Advisors
Florida
$470K -$1.29M -39,521 -73%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$423K -$30.3K -926 -7%
Bank of America
42
Bank of America
North Carolina
$375K -$17.2K -524 -4%
SFA
43
Sequoia Financial Advisors
Ohio
$367K
CA
44
CoreCap Advisors
Michigan
$337K +$56.9K +1,737 +20%
Cerity Partners
45
Cerity Partners
New York
$327K +$332K +10,130 New
JWA
46
JFS Wealth Advisors
Pennsylvania
$313K -$21.5K -656 -6%
Mariner
47
Mariner
Kansas
$310K +$9.89K +302 +3%
IFA
48
Index Fund Advisors
California
$307K
AAS
49
Avantax Advisory Services
Texas
$302K +$2K +61 +0.7%
CIAS
50
CFS Investment Advisory Services
New Jersey
$290K -$123K -3,746 -29%