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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
$281M +$51.4M +1,466,803 +22%
Invesco
2
Invesco
Georgia
$29.4M +$23.2M +660,823 +346%
CIC
3
Cutler Investment Counsel
Oregon
$10.2M +$1.4M +39,917 +16%
OWM
4
Opes Wealth Management
California
$8.59M -$143K -4,088 -2%
DSA
5
Droms Strauss Advisors
Missouri
$3.62M +$101K +2,875 +3%
ACWM
6
Adams Chetwood Wealth Management
North Carolina
$3.19M +$196K +5,582 +6%
Ameriprise
7
Ameriprise
Minnesota
$2.85M -$1.5M -42,864 -34%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.75M +$85.8K +2,448 +3%
BOTW
9
Bank of the West
California
$2.6M +$124K +3,535 +5%
RPSA
10
Richard P. Slaughter Associates
Texas
$2.6M +$328K +9,354 +14%
OPOWM
11
One Plus One Wealth Management
Florida
$2.42M +$171K +4,885 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.36M -$31.8K -907 -1%
Wells Fargo
13
Wells Fargo
California
$2.08M +$9.01K +257 +0.4%
WP
14
WealthSource Partners
California
$1.76M +$512K +14,602 +40%
Morgan Stanley
15
Morgan Stanley
New York
$1.6M -$382K -10,893 -19%
OMC
16
Old Mission Capital
Illinois
$1.37M -$738K -21,050 -35%
WFA
17
Wade Financial Advisory
California
$1.37M +$501K +14,296 +56%
KW
18
KWB Wealth
California
$1.35M – – –
BA
19
Bridge Advisory
California
$1.31M +$669K +19,070 +101%
AIM
20
Alhambra Investment Management
Florida
$1.29M +$1.32M +37,557 New
Jane Street
21
Jane Street
New York
$1.27M +$843K +24,048 +187%
CRI
22
Colonial River Investments
Virginia
$1.27M +$351K +10,005 +37%
SIM
23
Studio Investment Management
Illinois
$1.15M +$127K +3,608 +12%
Bank of America
24
Bank of America
North Carolina
$1.09M +$5.58K +159 +0.5%
FTUS
25
Flow Traders U.S.
New York
$1.03M -$19.1K -544 -2%
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