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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
$140M -$4.13M -140,010 -3%
Invesco
2
Invesco
Georgia
$15.7M -$3.81M -129,313 -20%
CIC
3
Cutler Investment Counsel
Oregon
$6.01M +$290K +9,843 +5%
AFA
4
Arlington Financial Advisors
California
$5.87M +$431K +14,600 +8%
Bank of America
5
Bank of America
North Carolina
$5.85M -$144K -4,877 -2%
BOTW
6
Bank of the West
California
$5.1M -$188K -6,384 -4%
MSWMA
7
Market Street Wealth Management Advisors
Indiana
$4.44M -$391K -13,244 -8%
Ameriprise
8
Ameriprise
Minnesota
$3.94M +$203K +6,877 +5%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$3.57M -$78.9K -2,676 -2%
Citadel Advisors
10
Citadel Advisors
Florida
$3.09M -$3.02M -102,294 -50%
DSA
11
Droms Strauss Advisors
Missouri
$2.89M -$2.2M -74,596 -43%
CCM
12
Condor Capital Management
New Jersey
$2.77M +$62.5K +2,118 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.76M +$163K +5,534 +10%
UBS Group
14
UBS Group
Switzerland
$1.68M +$74.8K +2,536 +5%
Morgan Stanley
15
Morgan Stanley
New York
$1.61M -$3.83M -129,953 -71%
Wells Fargo
16
Wells Fargo
California
$1.27M -$267K -9,055 -18%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.18M -$2.52M -85,305 -68%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$1.09M -$67.5K -2,288 -6%
JWA
19
JFS Wealth Advisors
Pennsylvania
$1.06M -$372K -12,609 -26%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$886K +$34.2K +1,158 +4%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$852K +$13.8K +468 +2%
KA
22
Klingman & Associates
New York
$730K +$130K +4,395 +22%
RJA
23
Raymond James & Associates
Florida
$690K -$12.8K -433 -2%
LPL Financial
24
LPL Financial
California
$592K -$2.54K -86 -0.4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$543K -$208K -7,038 -28%
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