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Invesco FTSE RAFI US 1500 Small-Mid ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Bank of America
1
Bank of America
North Carolina
$1.08億 +$776万 +399,045 +8%
Morgan Stanley
2
Morgan Stanley
New York
$4171万 +$77.5万 +39,845 +2%
Wells Fargo
3
Wells Fargo
California
$3542万 +$102万 +52,580 +3%
Badgley, Phelps & Bell
4
Badgley, Phelps & Bell
Washington
$2657万 +$38.1万 +19,565 +2%
Mariner
5
Mariner
Kansas
$2254万 +$374万 +192,545 +21%
LPL Financial
6
LPL Financial
California
$2160万 -$42.3万 -21,740 -2%
UBS Group
7
UBS Group
Switzerland
$2128万 +$2054万 +1,056,340 新規
Forvis Mazars Wealth Advisors
8
Forvis Mazars Wealth Advisors
Missouri
$2072万 +$239万 +122,965 +14%
Raymond James & Associates
9
Raymond James & Associates
Florida
$1685万 -$437万 -224,915 -21%
CLA (CliftonLarsonAllen) Wealth Advisors
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1604万 +$234万 +120,110 +18%
JFS Wealth Advisors
11
JFS Wealth Advisors
Pennsylvania
$1371万 +$39.3万 +20,210 +3%
Kinsight LLC
12
Kinsight LLC
Alabama
$1009万 +$507万 +260,910 +109%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$891万 -$29万 -14,920 -3%
Marquette Asset Management
14
Marquette Asset Management
Minnesota
$825万 -$34.7万 -17,840 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$777万 +$48.3万 +24,825 +7%
HighTower Advisors
16
HighTower Advisors
Illinois
$694万 -$137万 -70,425 -17%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$600万 +$579万 +297,575 新規
Cerity Partners OCIO
18
Cerity Partners OCIO
New York
$593万 +$397万 +204,000 +226%
Cetera Advisor Networks
19
Cetera Advisor Networks
California
$552万 +$972 +50 +0%
ACG Wealth
20
ACG Wealth
Georgia
$536万 +$7.94万 +4,080 +2%
Callan Capital
21
Callan Capital
California
$476万 +$4.9万 +2,520 +1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$470万 +$190万 +97,840 +72%
US Bancorp
23
US Bancorp
Minnesota
$440万 +$206万 +105,800 +94%
Boston Standard Wealth Management
24
Boston Standard Wealth Management
Massachusetts
$432万 +$428万 +220,120 新規
Massachusetts Mutual Life Insurance
25
Massachusetts Mutual Life Insurance
Massachusetts
$397万 +$71.5万 +36,740 +23%