Estamos no ar no ! Saiba mais
ícone de PFM

Invesco Dividend Achievers ETF
PFM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Summit Wealth Group (Colorado)
76
Summit Wealth Group (Colorado)
Colorado
US$ 395 mil +US$ 1,36 mil +25 +0,4%
Carret Asset Management
77
Carret Asset Management
New York
US$ 360 mil +US$ 27,1 mil +500 +8%
PMG Wealth Management
78
PMG Wealth Management
Illinois
US$ 360 mil – – –
GTS Securities
79
GTS Securities
Florida
US$ 357 mil +US$ 349 mil +6.445 Nova
IBEX Wealth Advisors
80
IBEX Wealth Advisors
New Jersey
US$ 356 mil -US$ 111 mil -2.050 -24%
First Manhattan
81
First Manhattan
New York
US$ 355 mil – – –
Sovran Advisors
82
Sovran Advisors
California
US$ 342 mil +US$ 15,8 mil +292 +5%
Caldwell Trust
83
Caldwell Trust
Florida
US$ 341 mil – – –
Accurate Wealth Management
84
Accurate Wealth Management
Florida
US$ 331 mil +US$ 320 mil +5.913 Nova
Rodgers & Associates
85
Rodgers & Associates
Pennsylvania
US$ 327 mil – – –
Private Trust Company
86
Private Trust Company
Ohio
US$ 325 mil – – –
Charles Schwab
87
Charles Schwab
California
US$ 322 mil -US$ 31,3 mil -578 -9%
Sanctuary Advisors
88
Sanctuary Advisors
Indiana
US$ 322 mil +US$ 434 +8 +0,1%
Gotham Asset Management
89
Gotham Asset Management
New York
US$ 313 mil – – –
NewEdge Advisors
90
NewEdge Advisors
Louisiana
US$ 308 mil – – –
Financial Guidance Group
91
Financial Guidance Group
Florida
US$ 284 mil – – –
Connecticut Wealth Management
92
Connecticut Wealth Management
Connecticut
US$ 277 mil – – –
New Insight Wealth Advisors
93
New Insight Wealth Advisors
California
US$ 274 mil +US$ 268 mil +4.942 Nova
IHT Wealth Management
94
IHT Wealth Management
Illinois
US$ 260 mil -US$ 26,5 mil -489 -9%
Revisor Wealth Management
95
Revisor Wealth Management
Ohio
US$ 259 mil – – –
Briaud Financial Planning
96
Briaud Financial Planning
Texas
US$ 254 mil – – –
Integrated Wealth Concepts
97
Integrated Wealth Concepts
Massachusetts
US$ 252 mil +US$ 163 +3 +0,1%
Modera Wealth Management
98
Modera Wealth Management
New Jersey
US$ 242 mil – – –
Goodwin Investment Advisory
99
Goodwin Investment Advisory
Georgia
US$ 236 mil +US$ 231 mil +4.255 Nova
HB Wealth Management
100
HB Wealth Management
Georgia
US$ 235 mil +US$ 230 mil +4.235 Nova
2 3
4
5 6