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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
$133M +$66.9M +2,265,306 +88%
Invesco
2
Invesco
Georgia
$18.1M -$2.17M -73,631 -10%
Citadel Advisors
3
Citadel Advisors
Florida
$5.67M +$4.58M +155,120 +306%
Bank of America
4
Bank of America
North Carolina
$5.54M -$186K -6,289 -3%
CIC
5
Cutler Investment Counsel
Oregon
$5.28M -$583K -19,758 -9%
Morgan Stanley
6
Morgan Stanley
New York
$5.07M +$1.08M +36,557 +25%
AFA
7
Arlington Financial Advisors
California
$5.02M -$282K -9,564 -5%
BOTW
8
Bank of the West
California
$4.88M +$2.76M +93,360 +111%
DSA
9
Droms Strauss Advisors
Missouri
$4.73M +$5.07M +171,595 New
MSWMA
10
Market Street Wealth Management Advisors
Indiana
$4.47M +$4.79M +162,133 New
Ameriprise
11
Ameriprise
Minnesota
$3.45M +$250K +8,452 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.44M +$2.79M +94,391 +310%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$3.4M +$3.51M +118,998 +9,667%
CCM
14
Condor Capital Management
New Jersey
$2.5M +$89.6K +3,034 +3%
CFA
15
Carroll Financial Associates
North Carolina
$2.39M -$641K -21,711 -21%
UBS Group
16
UBS Group
Switzerland
$1.48M +$349K +11,828 +28%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.47M +$40.2K +1,361 +3%
Wells Fargo
18
Wells Fargo
California
$1.42M -$2.71M -91,877 -64%
JWA
19
JFS Wealth Advisors
Pennsylvania
$1.33M -$69.5K -2,352 -5%
CAN
20
Cetera Advisor Networks
California
$1.09M -$526K -17,819 -31%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$1.07M +$1.15M +38,932 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$786K +$296K +10,028 +54%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$773K +$1.65K +56 +0.2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$695K +$205K +6,943 +38%
S
25
SimplyRich
California
$676K -$4.52K -153 -0.6%
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