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Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$182M -$9.33M -282,576 -5%
Invesco
2
Invesco
Georgia
$15.9M +$8.61M +260,863 +108%
OWM
3
Opes Wealth Management
California
$6.44M +$46K +1,392 +0.7%
CIC
4
Cutler Investment Counsel
Oregon
$6.22M -$1.39M -42,245 -18%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.03M -$34.6K -1,049 -0.5%
DSA
6
Droms Strauss Advisors
Missouri
$3.61M +$33.3K +1,009 +0.9%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$3.05M -$13.3K -403 -0.4%
RF
8
Robinswood Financial
Washington
$3M -$93K -2,816 -3%
Ameriprise
9
Ameriprise
Minnesota
$2.93M +$144K +4,351 +5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.44M -$6.43M -194,713 -72%
KW
11
KWB Wealth
California
$2.21M +$27.7K +838 +1%
WFA
12
Wade Financial Advisory
California
$1.51M +$25.9K +785 +2%
Morgan Stanley
13
Morgan Stanley
New York
$1.17M +$115K +3,474 +10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.13M +$54.8K +1,660 +5%
SIM
15
Studio Investment Management
Illinois
$1.07M +$25.7K +778 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.02M +$35.8K +1,083 +3%
CST
17
Charles Schwab Trust
Nevada
$1.02M -$18K -545 -2%
Wells Fargo
18
Wells Fargo
California
$961K -$2.87K -87 -0.3%
Creative Planning
19
Creative Planning
Kansas
$880K -$277K -8,382 -23%
LSA
20
L & S Advisors
California
$772K +$29.1K +881 +4%
KA
21
Klingman & Associates
New York
$750K – – –
CIBC World Market
22
CIBC World Market
Ontario, Canada
$746K +$46.1K +1,397 +6%
SMC
23
Smith, Moore & Co
Missouri
$682K -$5.25K -159 -0.7%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$597K -$20.9K -632 -3%
BI
25
Beckerman Institutional
New Jersey
$593K -$7.2K -218 -1%
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