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iShares ESG Advanced MSCI EAFE ETF
DMXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SF
26
SeedSafe Financial
Texas
USD 4.8 M +USD 494 k +6,044 +12%
Modern Wealth Management
27
Modern Wealth Management
Kansas
USD 4.64 M +USD 636 k +7,776 +17%
UBS Group
28
UBS Group
Switzerland
USD 4.57 M -USD 7.85 k -96 -0.2%
Walkner Condon Financial Advisors
29
Walkner Condon Financial Advisors
Wisconsin
USD 4.1 M -USD 49.2 k -602 -1%
TD Waterhouse Canada
30
TD Waterhouse Canada
Ontario, Canada
USD 3.65 M – – –
SoFi Wealth
31
SoFi Wealth
California
USD 3.65 M +USD 780 k +9,544 +28%
APW
32
Atlantic Private Wealth
North Carolina
USD 3.63 M -USD 104 k -1,271 -3%
EFN
33
Equita Financial Network
Pennsylvania
USD 3.59 M +USD 246 k +3,007 +8%
Fidelity Investments
34
Fidelity Investments
Massachusetts
USD 3.59 M -USD 76.6 k -937 -2%
DRP
35
Decker Retirement Planning
Utah
USD 3.34 M +USD 424 k +5,181 +15%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
USD 3.32 M +USD 105 k +1,280 +3%
Albion Financial Group
37
Albion Financial Group
Utah
USD 3.27 M +USD 13.7 k +168 +0.4%
Flow Traders U.S.
38
Flow Traders U.S.
New York
USD 3.24 M +USD 3.13 M +38,309 Nuevas
Beacon Pointe Advisors
39
Beacon Pointe Advisors
California
USD 3.18 M +USD 596 k +7,295 +24%
Osaic Holdings
40
Osaic Holdings
Arizona
USD 3.02 M +USD 501 k +6,131 +21%
Robertson Stephens Wealth Management
41
Robertson Stephens Wealth Management
California
USD 3.01 M +USD 201 k +2,455 +7%
AM
42
Atwater Malick
Pennsylvania
USD 2.95 M +USD 134 k +1,640 +5%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
USD 2.9 M – – –
WA
44
Westfuller Advisors
New York
USD 2.72 M -USD 20.8 k -254 -0.8%
AssetMark Inc
45
AssetMark Inc
California
USD 2.62 M +USD 127 k +1,555 +5%
NorthRock Partners
46
NorthRock Partners
Minnesota
USD 2.61 M +USD 4.82 k +59 +0.2%
One Wealth Advisors
47
One Wealth Advisors
California
USD 2.55 M +USD 60.9 k +745 +3%
Jane Street
48
Jane Street
New York
USD 2.55 M +USD 818 k +10,004 +50%
AFC
49
Avise Financial Cooperative
California
USD 2.39 M +USD 1.76 M +21,479 +319%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
USD 2.37 M +USD 156 k +1,914 +7%
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