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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
$193M -$9.71M -269,388 -5%
OWM
2
Opes Wealth Management
California
$9.68M -$24.6K -682 -0.3%
CIC
3
Cutler Investment Counsel
Oregon
$8.76M +$23.5K +651 +0.3%
Invesco
4
Invesco
Georgia
$5.59M +$667K +18,526 +14%
Ameriprise
5
Ameriprise
Minnesota
$5.02M +$152K +4,213 +3%
DSA
6
Droms Strauss Advisors
Missouri
$3.82M -$26.6K -739 -0.7%
RWA
7
Redhawk Wealth Advisors
Minnesota
$3.22M +$3.17M +88,030 New
CST
8
Charles Schwab Trust
Nevada
$3.1M -$76.8K -2,132 -2%
ACWM
9
Adams Chetwood Wealth Management
North Carolina
$2.64M +$72.3K +2,008 +3%
Wells Fargo
10
Wells Fargo
California
$2.63M -$280K -7,764 -10%
Citadel Advisors
11
Citadel Advisors
Florida
$2.49M -$2.82M -78,147 -53%
RPSA
12
Richard P. Slaughter Associates
Texas
$2.39M +$2.35M +65,357 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.04M +$102K +2,840 +5%
OPOWM
14
One Plus One Wealth Management
Florida
$1.8M +$1.77M +49,210 New
BOTW
15
Bank of the West
California
$1.8M -$186K -5,156 -10%
Bank of America
16
Bank of America
North Carolina
$1.73M +$698K +19,376 +70%
KW
17
KWB Wealth
California
$1.27M +$215K +5,968 +21%
SL
18
Systelligence LLC
Minnesota
$1.2M -$3.93M -108,958 -77%
WP
19
WealthSource Partners
California
$1.14M +$1.12M +31,159 New
Morgan Stanley
20
Morgan Stanley
New York
$1.06M -$1.62K -45 -0.2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.04M -$361K -10,016 -26%
C
22
Certuity
Florida
$899K – – –
KA
23
Klingman & Associates
New York
$888K – – –
WFA
24
Wade Financial Advisory
California
$855K -$1.26K -35 -0.1%
RSWM
25
Robertson Stephens Wealth Management
California
$840K – – –
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