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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
$275M +$41.3M +1,297,337 +16%
Invesco
2
Invesco
Georgia
$30.9M +$6.71M +210,961 +25%
CIC
3
Cutler Investment Counsel
Oregon
$8.87M +$274K +8,622 +3%
OWM
4
Opes Wealth Management
California
$7.2M -$59.8K -1,880 -0.8%
FWM
5
Frontier Wealth Management
Missouri
$3.75M +$4.1M +128,725 New
DSA
6
Droms Strauss Advisors
Missouri
$3.37M +$376K +11,829 +11%
AF
7
Allworth Financial
California
$2.94M +$3.14M +98,599 +4,020%
Ameriprise
8
Ameriprise
Minnesota
$2.56M +$170K +5,349 +6%
WFA
9
Wade Financial Advisory
California
$2.56M +$1.54M +48,288 +122%
BOTW
10
Bank of the West
California
$2.45M +$274K +8,597 +11%
KW
11
KWB Wealth
California
$2.36M +$1.42M +44,507 +121%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.34M +$25.2K +792 +1%
RPSA
13
Richard P. Slaughter Associates
Texas
$2.23M +$43.6K +1,369 +2%
Wells Fargo
14
Wells Fargo
California
$1.84M +$92.2K +2,897 +5%
OMC
15
Old Mission Capital
Illinois
$1.7M +$591K +18,572 +47%
OPOWM
16
One Plus One Wealth Management
Florida
$1.61M -$468K -14,710 -21%
FTUS
17
Flow Traders U.S.
New York
$1.55M +$746K +23,454 +79%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.4M -$634K -19,919 -29%
AIM
19
Alhambra Investment Management
Florida
$1.33M +$259K +8,132 +22%
CRI
20
Colonial River Investments
Virginia
$1.24M +$180K +5,666 +15%
WP
21
WealthSource Partners
California
$1.23M -$285K -8,941 -18%
AWS
22
Atria Wealth Solutions
New York
$1.16M +$887K +27,865 +234%
Morgan Stanley
23
Morgan Stanley
New York
$1.12M -$256K -8,032 -17%
CIAS
24
CFS Investment Advisory Services
New Jersey
$1.06M +$1.16M +36,383 New
Bank of America
25
Bank of America
North Carolina
$1.05M +$140K +4,413 +14%
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