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

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$105K +$38 +1 +0%
SFP
52
Sterling Financial Planning
New Jersey
$97K +$36.4K +949 +60%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$57K +$22.9K +597 +66%
VCM
54
Vigilant Capital Management
Maine
$42K +$42.1K +1,098 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$39K +$192 +5 +0.5%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$28K -$5.6K -146 -17%
GWS
57
Glassman Wealth Services
Virginia
$19K
Barclays
58
Barclays
United Kingdom
$19K +$19.5K +508 New
GT
59
Glenmede Trust
Pennsylvania
$18K
VCM
60
Versant Capital Management
Arizona
$17K
JWBC
61
John W. Brooker & Co
California
$17K +$16.7K +435 New
CIA
62
Choate Investment Advisors
Massachusetts
$13K +$12.9K +336 New
BW
63
Bison Wealth
Georgia
$11K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$9K +$9.25K +241 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$8K
MFT
66
Moisand Fitzgerald Tamayo
Florida
$8K
BlackRock
67
BlackRock
New York
$6K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$5K
ICM
69
Islay Capital Management
Texas
$4K +$3.84K +100 New
CA
70
Clearstead Advisors
Ohio
$3K
PSIWM
71
Paradigm Strategies in Wealth Management
Minnesota
$3K
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.84K +74 New
WT
73
Washington Trust
Rhode Island
$3K +$2.88K +75 New
SIM
74
Sonora Investment Management
Arizona
$2K
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$1K +$1.11K +29 New