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

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$36.4M +$148K +4,257 +0.4%
Invesco
2
Invesco
Georgia
$21.6M -$24.2M -694,408 -52%
AFA
3
Arlington Financial Advisors
California
$7.23M -$49.1K -1,410 -0.7%
CIC
4
Cutler Investment Counsel
Oregon
$6.98M +$18.7K +537 +0.3%
Bank of America
5
Bank of America
North Carolina
$6.9M +$288K +8,277 +4%
FWM
6
Frontier Wealth Management
Missouri
$6.89M +$1.16M +33,410 +20%
Wells Fargo
7
Wells Fargo
California
$5.15M -$238K -6,839 -4%
Morgan Stanley
8
Morgan Stanley
New York
$4.61M +$753K +21,637 +19%
CFA
9
Carroll Financial Associates
North Carolina
$4.19M -$462K -13,273 -10%
Ameriprise
10
Ameriprise
Minnesota
$3.88M -$828K -23,789 -17%
CCM
11
Condor Capital Management
New Jersey
$2.92M -$10.7K -307 -0.4%
BOTW
12
Bank of the West
California
$2.23M +$535K +15,382 +31%
CAN
13
Cetera Advisor Networks
California
$2.15M -$382K -10,987 -15%
JWA
14
JFS Wealth Advisors
Pennsylvania
$2.13M -$630K -18,111 -22%
Citadel Advisors
15
Citadel Advisors
Florida
$1.54M +$574K +16,480 +57%
TYCC
16
Texas Yale Capital Corp
Florida
$1.38M +$835K +24,000 +146%
UBS Group
17
UBS Group
Switzerland
$1.29M -$65.5K -1,883 -5%
RJA
18
Raymond James & Associates
Florida
$1.22M +$17.3K +498 +1%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$923K +$942K +27,074 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$917K -$79.5K -2,283 -8%
S
21
SimplyRich
California
$864K -$30.6K -879 -3%
F
22
F3Logic
Minnesota
$629K +$639K +18,370 New
KA
23
Klingman & Associates
New York
$628K – – –
LPL Financial
24
LPL Financial
California
$614K +$304K +8,720 +94%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$558K +$344K +9,890 +153%
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