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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
$144M +$7.53M +256,692 +6%
CIC
2
Cutler Investment Counsel
Oregon
$6.12M +$319K +10,867 +6%
AFA
3
Arlington Financial Advisors
California
$5.76M -$6.45K -220 -0.1%
Citadel Advisors
4
Citadel Advisors
Florida
$5.74M +$960K +32,713 +20%
Bank of America
5
Bank of America
North Carolina
$5M -$1.07M -36,524 -18%
Ameriprise
6
Ameriprise
Minnesota
$4.17M +$298K +10,173 +8%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.7M +$103K +3,496 +3%
BOTW
8
Bank of the West
California
$3.28M -$783K -26,680 -19%
MSWMA
9
Market Street Wealth Management Advisors
Indiana
$3.17M -$383K -13,070 -11%
CCM
10
Condor Capital Management
New Jersey
$2.94M +$44.9K +1,532 +2%
DSA
11
Droms Strauss Advisors
Missouri
$2.78M -$48.7K -1,661 -2%
Invesco
12
Invesco
Georgia
$2.28M -$219K -7,460 -9%
CST
13
Charles Schwab Trust
Nevada
$1.74M +$1.74M +59,392 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.7M +$18.2K +620 +1%
UBS Group
15
UBS Group
Switzerland
$1.69M +$55.3K +1,885 +3%
Morgan Stanley
16
Morgan Stanley
New York
$1.57M +$33K +1,124 +2%
Wells Fargo
17
Wells Fargo
California
$1.19M -$121K -4,117 -9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.13M -$74.1K -2,526 -6%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$1.04M -$38.1K -1,300 -4%
Jane Street
20
Jane Street
New York
$1.02M -$421K -14,368 -29%
JWA
21
JFS Wealth Advisors
Pennsylvania
$990K +$9.21K +314 +0.9%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$792K -$34.3K -1,170 -4%
KA
23
Klingman & Associates
New York
$767K +$46.1K +1,572 +6%
RJA
24
Raymond James & Associates
Florida
$659K -$23.7K -809 -3%
LPL Financial
25
LPL Financial
California
$543K -$72.3K -2,466 -12%
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