¡Ya estamos en ! Descubre más
icono de PFM

Invesco Dividend Achievers ETF
PFM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Summit Wealth Group (Colorado)
76
Summit Wealth Group (Colorado)
Colorado
USD 395 k +USD 1.36 k +25 +0.4%
Carret Asset Management
77
Carret Asset Management
New York
USD 360 k +USD 27.1 k +500 +8%
PMG Wealth Management
78
PMG Wealth Management
Illinois
USD 360 k – – –
GTS Securities
79
GTS Securities
Florida
USD 357 k +USD 349 k +6,445 Nuevas
IBEX Wealth Advisors
80
IBEX Wealth Advisors
New Jersey
USD 356 k -USD 111 k -2,050 -24%
First Manhattan
81
First Manhattan
New York
USD 355 k – – –
Sovran Advisors
82
Sovran Advisors
California
USD 342 k +USD 15.8 k +292 +5%
Caldwell Trust
83
Caldwell Trust
Florida
USD 341 k – – –
Accurate Wealth Management
84
Accurate Wealth Management
Florida
USD 331 k +USD 320 k +5,913 Nuevas
Rodgers & Associates
85
Rodgers & Associates
Pennsylvania
USD 327 k – – –
Private Trust Company
86
Private Trust Company
Ohio
USD 325 k – – –
Charles Schwab
87
Charles Schwab
California
USD 322 k -USD 31.3 k -578 -9%
Sanctuary Advisors
88
Sanctuary Advisors
Indiana
USD 322 k +USD 434 +8 +0.1%
Gotham Asset Management
89
Gotham Asset Management
New York
USD 313 k – – –
NewEdge Advisors
90
NewEdge Advisors
Louisiana
USD 308 k – – –
Financial Guidance Group
91
Financial Guidance Group
Florida
USD 284 k – – –
Connecticut Wealth Management
92
Connecticut Wealth Management
Connecticut
USD 277 k – – –
New Insight Wealth Advisors
93
New Insight Wealth Advisors
California
USD 274 k +USD 268 k +4,942 Nuevas
IHT Wealth Management
94
IHT Wealth Management
Illinois
USD 260 k -USD 26.5 k -489 -9%
Revisor Wealth Management
95
Revisor Wealth Management
Ohio
USD 259 k – – –
Briaud Financial Planning
96
Briaud Financial Planning
Texas
USD 254 k – – –
Integrated Wealth Concepts
97
Integrated Wealth Concepts
Massachusetts
USD 252 k +USD 163 +3 +0.1%
Modera Wealth Management
98
Modera Wealth Management
New Jersey
USD 242 k – – –
Goodwin Investment Advisory
99
Goodwin Investment Advisory
Georgia
USD 236 k +USD 231 k +4,255 Nuevas
HB Wealth Management
100
HB Wealth Management
Georgia
USD 235 k +USD 230 k +4,235 Nuevas
2 3
4
5 6