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iShares ESG Advanced MSCI EAFE ETF
DMXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
51
Wells Fargo
California
USD 2.28 M +USD 252 k +3,085 +13%
Integrated Wealth Concepts
52
Integrated Wealth Concepts
Massachusetts
USD 2.21 M +USD 58.9 k +721 +3%
AC
53
Arjuna Capital
North Carolina
USD 2.05 M -USD 557 k -6,817 -22%
OneDigital Investment Advisors
54
OneDigital Investment Advisors
Kansas
USD 1.99 M +USD 2.62 k +32 +0.1%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
USD 1.97 M +USD 172 k +2,101 +10%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
USD 1.95 M +USD 71.6 k +876 +4%
Bank of America
57
Bank of America
North Carolina
USD 1.91 M +USD 52.9 k +647 +3%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
USD 1.88 M +USD 77.1 k +943 +4%
GeoWealth Management
59
GeoWealth Management
Illinois
USD 1.87 M +USD 312 k +3,822 +21%
Brown Advisory
60
Brown Advisory
Maryland
USD 1.87 M +USD 1.48 M +18,045 +451%
EP Wealth Advisors
61
EP Wealth Advisors
California
USD 1.85 M +USD 1.79 M +21,859 Nuevas
AIM
62
Archer Investment Management
Texas
USD 1.83 M -USD 157 k -1,916 -8%
Gould Asset Management
63
Gould Asset Management
California
USD 1.75 M – – –
Sanctuary Advisors
64
Sanctuary Advisors
Indiana
USD 1.71 M +USD 138 k +1,684 +9%
WF
65
Warner Financial
Maryland
USD 1.69 M +USD 118 k +1,448 +8%
SRB
66
Shotwell Rutter Baer
Michigan
USD 1.66 M -USD 1.88 k -23 -0.1%
Twin Focus Capital Partners
67
Twin Focus Capital Partners
Massachusetts
USD 1.61 M +USD 1.56 M +19,083 Nuevas
Creative Planning
68
Creative Planning
Kansas
USD 1.6 M +USD 189 k +2,306 +14%
F8IS
69
Figure 8 Investment Strategies
Idaho
USD 1.59 M +USD 158 k +1,930 +11%
First Pacific Financial
70
First Pacific Financial
Washington
USD 1.59 M -USD 38.5 k -471 -2%
Merit Financial Group
71
Merit Financial Group
Georgia
USD 1.54 M +USD 140 k +1,718 +10%
FA
72
Fairlight Advisors
California
USD 1.52 M +USD 1.47 M +18,024 Nuevas
Plancorp LLC
73
Plancorp LLC
Missouri
USD 1.51 M -USD 8.58 k -105 -0.6%
Goldman Sachs
74
Goldman Sachs
New York
USD 1.49 M -USD 3.09 M -37,811 -68%
Revolve Wealth Partners
75
Revolve Wealth Partners
New Jersey
USD 1.49 M -USD 39.5 k -483 -3%
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