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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
$194M +$3.4M +88,170 +2%
OWM
2
Opes Wealth Management
California
$9.54M -$249K -6,451 -2%
CIC
3
Cutler Investment Counsel
Oregon
$9.42M +$392K +10,155 +4%
Invesco
4
Invesco
Georgia
$5.69M -$129K -3,357 -2%
Ameriprise
5
Ameriprise
Minnesota
$4.48M -$989K -25,644 -18%
DSA
6
Droms Strauss Advisors
Missouri
$3.82M -$190K -4,930 -5%
ACWM
7
Adams Chetwood Wealth Management
North Carolina
$3.04M +$228K +5,920 +8%
CST
8
Charles Schwab Trust
Nevada
$2.92M +$72.9K +1,890 +2%
BOTW
9
Bank of the West
California
$2.69M +$495K +12,826 +22%
Citadel Advisors
10
Citadel Advisors
Florida
$2.58M +$2.65M +68,607 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.57M +$273K +7,067 +12%
OPOWM
12
One Plus One Wealth Management
Florida
$2.49M +$99.7K +2,585 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.46M -$13.4K -347 -0.5%
RPSA
14
Richard P. Slaughter Associates
Texas
$2.4M -$66.9K -1,736 -3%
Wells Fargo
15
Wells Fargo
California
$2.15M +$10.5K +272 +0.5%
CIAS
16
CFS Investment Advisory Services
New Jersey
$2.14M +$2.19M +56,875 New
Morgan Stanley
17
Morgan Stanley
New York
$1.85M +$406K +10,520 +27%
Jane Street
18
Jane Street
New York
$1.44M +$757K +19,639 +105%
KW
19
KWB Wealth
California
$1.41M +$125K +3,239 +9%
WP
20
WealthSource Partners
California
$1.32M +$424 +11 +0%
Bank of America
21
Bank of America
North Carolina
$1.27M -$611K -15,832 -32%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.25M +$270K +6,999 +27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.08M +$7.33K +190 +0.7%
WFA
24
Wade Financial Advisory
California
$931K -$1.16K -30 -0.1%
KA
25
Klingman & Associates
New York
$926K +$14.6K +379 +2%
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