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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
$299M +$10.3M +344,206 +4%
FTUS
2
Flow Traders U.S.
New York
$13.8M +$2.56M +85,160 +25%
CIC
3
Cutler Investment Counsel
Oregon
$9.5M +$383K +12,741 +5%
Invesco
4
Invesco
Georgia
$8.42M -$26.8M -894,226 -78%
Jane Street
5
Jane Street
New York
$7.54M +$2.28M +75,788 +48%
OWM
6
Opes Wealth Management
California
$6.71M -$235K -7,841 -4%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.21M +$300K +10,005 +6%
MWM
8
Merriman Wealth Management
Washington
$4.16M +$3.84M +127,940 New
RF
9
Robinswood Financial
Washington
$3.9M -$185K -6,162 -5%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.63M -$83.3K -2,776 -2%
DSA
11
Droms Strauss Advisors
Missouri
$3.62M +$61.7K +2,056 +2%
WFA
12
Wade Financial Advisory
California
$2.77M -$165K -5,480 -6%
Ameriprise
13
Ameriprise
Minnesota
$2.55M +$201K +6,687 +9%
KW
14
KWB Wealth
California
$2.17M -$37K -1,232 -2%
AIM
15
Alhambra Investment Management
Florida
$2.1M +$7.87K +262 +0.4%
OMC
16
Old Mission Capital
Illinois
$2.02M +$62.9K +2,094 +3%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.56M -$2.06M -68,608 -59%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.24M +$12.3K +411 +1%
WP
19
WealthSource Partners
California
$1.2M -$42.7K -1,423 -4%
CST
20
Charles Schwab Trust
Nevada
$1.07M -$122K -4,052 -11%
Wells Fargo
21
Wells Fargo
California
$959K -$79.2K -2,639 -8%
KA
22
Klingman & Associates
New York
$845K -$9.01K -300 -1%
GW
23
GW & Wade
Massachusetts
$830K – – –
SIM
24
Studio Investment Management
Illinois
$815K -$159K -5,309 -17%
Creative Planning
25
Creative Planning
Kansas
$768K -$54.5K -1,815 -7%
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