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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
$170M -$39.6M -1,523,775 -20%
Citadel Advisors
2
Citadel Advisors
Florida
$26.4M +$18.1M +697,589 +264%
SL
3
Systelligence LLC
Minnesota
$8.31M +$5.84M +224,828 +287%
OWM
4
Opes Wealth Management
California
$7.63M +$7.22M +278,108 New
CIC
5
Cutler Investment Counsel
Oregon
$6.16M +$385K +14,809 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.27M +$4.11M +158,423 +470%
Ameriprise
7
Ameriprise
Minnesota
$4.34M +$553K +21,275 +16%
DSA
8
Droms Strauss Advisors
Missouri
$3M -$1.33M -51,240 -32%
Invesco
9
Invesco
Georgia
$2.66M -$102K -3,934 -4%
CST
10
Charles Schwab Trust
Nevada
$2.46M -$637K -24,512 -22%
BOTW
11
Bank of the West
California
$2.06M -$1.04M -40,079 -35%
ACWM
12
Adams Chetwood Wealth Management
North Carolina
$1.9M +$1.8M +69,142 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.52M -$40.7K -1,568 -3%
Jane Street
14
Jane Street
New York
$1.35M +$610K +23,475 +91%
Wells Fargo
15
Wells Fargo
California
$1.03M +$121K +4,648 +14%
CGL
16
Clarius Group LLC
Washington
$932K +$882K +33,980 New
COF
17
Capital One Financial
Virginia
$919K +$223K +8,605 +35%
Bank of America
18
Bank of America
North Carolina
$750K -$3.22M -123,886 -82%
JWA
19
JFS Wealth Advisors
Pennsylvania
$727K -$186K -7,174 -21%
Morgan Stanley
20
Morgan Stanley
New York
$725K +$25.8K +995 +4%
C
21
Certuity
Florida
$673K – – –
KA
22
Klingman & Associates
New York
$666K -$24.2K -932 -4%
WFA
23
Wade Financial Advisory
California
$642K -$354K -13,619 -37%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$609K -$1.53K -59 -0.3%
MSWMA
25
Market Street Wealth Management Advisors
Indiana
$600K -$670K -25,813 -54%
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