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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
$245M +$3.09M +106,154 +1%
Invesco
2
Invesco
Georgia
$28.3M +$1.2M +41,394 +4%
CIC
3
Cutler Investment Counsel
Oregon
$7.76M -$49.5K -1,703 -0.6%
OWM
4
Opes Wealth Management
California
$6.23M -$115K -3,965 -2%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.29M +$3.74M +128,599 New
DSA
6
Droms Strauss Advisors
Missouri
$2.76M -$230K -7,922 -7%
Ameriprise
7
Ameriprise
Minnesota
$2.48M +$266K +9,146 +10%
RPSA
8
Richard P. Slaughter Associates
Texas
$2.47M +$573K +19,710 +26%
AF
9
Allworth Financial
California
$2.32M -$299K -10,292 -10%
OMC
10
Old Mission Capital
Illinois
$2.24M +$848K +29,175 +50%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.14M +$86.1K +2,962 +4%
BOTW
12
Bank of the West
California
$1.93M -$255K -8,772 -10%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.88M +$739K +25,432 +53%
KW
14
KWB Wealth
California
$1.84M -$277K -9,528 -12%
Wells Fargo
15
Wells Fargo
California
$1.69M +$78.6K +2,703 +4%
Citadel Advisors
16
Citadel Advisors
Florida
$1.66M +$1.89M +64,949 New
Jane Street
17
Jane Street
New York
$1.53M +$1.03M +35,417 +145%
OPOWM
18
One Plus One Wealth Management
Florida
$1.46M +$44.2K +1,522 +3%
WFA
19
Wade Financial Advisory
California
$1.42M -$949K -32,656 -37%
AIM
20
Alhambra Investment Management
Florida
$1.37M +$232K +7,977 +17%
AWS
21
Atria Wealth Solutions
New York
$1.25M +$262K +9,028 +23%
WP
22
WealthSource Partners
California
$957K -$139K -4,779 -11%
Bank of America
23
Bank of America
North Carolina
$938K +$14.5K +498 +1%
SIM
24
Studio Investment Management
Illinois
$916K +$59.6K +2,051 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$903K +$18.8K +647 +2%
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