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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
$149M -$6.93M -224,830 -5%
CIC
2
Cutler Investment Counsel
Oregon
$6.71M +$67.6K +2,193 +1%
AFA
3
Arlington Financial Advisors
California
$6.23M -$12K -388 -0.2%
Bank of America
4
Bank of America
North Carolina
$5.02M -$386K -12,512 -7%
Ameriprise
5
Ameriprise
Minnesota
$4.12M -$424K -13,772 -10%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$4.02M -$26.5K -861 -0.7%
BOTW
7
Bank of the West
California
$3.59M +$37K +1,202 +1%
CCM
8
Condor Capital Management
New Jersey
$3.2M +$10.2K +332 +0.3%
DSA
9
Droms Strauss Advisors
Missouri
$3M -$9.06K -294 -0.3%
MSWMA
10
Market Street Wealth Management Advisors
Indiana
$2.94M -$482K -15,636 -15%
Invesco
11
Invesco
Georgia
$2.83M +$343K +11,121 +14%
Citadel Advisors
12
Citadel Advisors
Florida
$2.83M -$3.27M -106,201 -55%
GC
13
GFG Capital
Florida
$2.33M +$2.24M +72,737 New
CST
14
Charles Schwab Trust
Nevada
$1.87M -$25.7K -834 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.82M -$23.4K -759 -1%
Morgan Stanley
16
Morgan Stanley
New York
$1.74M +$30.7K +997 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.37M +$136K +4,400 +11%
Wells Fargo
18
Wells Fargo
California
$1.33M +$36.5K +1,186 +3%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$1.13M – – –
Jane Street
20
Jane Street
New York
$1.06M -$44.2K -1,436 -4%
JWA
21
JFS Wealth Advisors
Pennsylvania
$1.06M -$14.1K -459 -1%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$845K -$13.5K -439 -2%
KA
23
Klingman & Associates
New York
$841K +$8.72K +283 +1%
C
24
Certuity
Florida
$785K +$757K +24,560 New
RJA
25
Raymond James & Associates
Florida
$775K +$58.6K +1,902 +9%
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