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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
$1.11億 +$104万 +49,640 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$4491万 +$695万 +330,570 +18%
Wells Fargo
3
Wells Fargo
California
$3710万 +$48.3万 +22,980 +1%
Mariner
4
Mariner
Kansas
$3133万 +$9.5万 +4,540 +0.3%
UBS Group
5
UBS Group
Switzerland
$2211万 -$71.6万 -34,065 -3%
Raymond James & Associates
6
Raymond James & Associates
Florida
$1826万 +$85.2万 +40,555 +5%
LPL Financial
7
LPL Financial
California
$1714万 -$149万 -71,125 -8%
Forvis Mazars Wealth Advisors
8
Forvis Mazars Wealth Advisors
Missouri
$1674万 -$103万 -49,165 -6%
Cerity Partners OCIO
9
Cerity Partners OCIO
New York
$1620万 +$107万 +50,890 +7%
FWM
10
Frontier Wealth Management
Missouri
$1603万 +$21.3万 +10,160 +1%
Badgley, Phelps & Bell
11
Badgley, Phelps & Bell
Washington
$1414万 +$7.22万 +3,435 +0.5%
JFS Wealth Advisors
12
JFS Wealth Advisors
Pennsylvania
$1343万 -$26.7万 -12,700 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1318万 +$279万 +132,570 +26%
CLA (CliftonLarsonAllen) Wealth Advisors
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1234万 -$336万 -160,005 -21%
HighTower Advisors
15
HighTower Advisors
Illinois
$1063万 +$294万 +139,875 +38%
Legacy Private Trust
16
Legacy Private Trust
Wisconsin
$1055万 +$1068万 +508,345 新規
KL
17
Kinsight LLC
Alabama
$998万 -$105万 -49,895 -9%
Marquette Asset Management
18
Marquette Asset Management
Minnesota
$768万 -$60万 -28,560 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$738万 -$68.1万 -32,420 -8%
Sheets Smith Wealth Management
20
Sheets Smith Wealth Management
North Carolina
$731万 +$493万 +234,865 +200%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$595万 +$16.3万 +7,740 +3%
Invesco
22
Invesco
Georgia
$588万 +$466万 +221,575 +360%
AW
23
ACG Wealth
Georgia
$582万 +$14.8万 +7,045 +3%
MML Investors Services
24
MML Investors Services
Massachusetts
$515万 +$522万 +248,210 新規
Callan Capital
25
Callan Capital
California
$506万 +$2.96万 +1,410 +0.6%