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iShares ESG Advanced MSCI EAFE ETF
DMXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Perigon Wealth Management
76
Perigon Wealth Management
California
USD 1.44 M +USD 155 k +1,891 +13%
CFM
77
Cornerstone Financial Management
Massachusetts
USD 1.43 M +USD 78.5 k +960 +6%
UFAC
78
Urban Financial Advisory Corp
Illinois
USD 1.39 M +USD 477 k +5,829 +55%
Farther Finance Advisors
79
Farther Finance Advisors
California
USD 1.37 M +USD 182 k +2,231 +16%
Horst & Graben Wealth Management
80
Horst & Graben Wealth Management
Oregon
USD 1.35 M +USD 26.2 k +320 +2%
Lido Advisors
81
Lido Advisors
California
USD 1.31 M -USD 48.6 k -594 -4%
Stratos Wealth Partners
82
Stratos Wealth Partners
Ohio
USD 1.3 M +USD 141 k +1,720 +13%
Equitable Holdings
83
Equitable Holdings
New York
USD 1.27 M +USD 17.2 k +210 +1%
Bank of New York Mellon
84
Bank of New York Mellon
New York
USD 1.24 M -USD 39.2 k -479 -3%
United Capital Financial Advisors
85
United Capital Financial Advisors
Texas
USD 1.21 M -USD 126 k -1,540 -10%
NewEdge Advisors
86
NewEdge Advisors
Louisiana
USD 1.2 M +USD 304 k +3,716 +35%
Franklin Resources
87
Franklin Resources
California
USD 1.18 M – – –
Sharkey, Howes & Javer
88
Sharkey, Howes & Javer
Colorado
USD 1.18 M -USD 57.6 k -704 -5%
VWA
89
VERITY Wealth Advisors
United States
USD 1.14 M +USD 7.52 k +92 +0.7%
Summit Wealth Group (Colorado)
90
Summit Wealth Group (Colorado)
Colorado
USD 1.13 M -USD 6.3 k -77 -0.6%
Ally Invest Advisors
91
Ally Invest Advisors
North Carolina
USD 1.13 M +USD 70.6 k +863 +7%
Lazard Asset Management
92
Lazard Asset Management
New York
USD 1.12 M – – –
Moors & Cabot
93
Moors & Cabot
Massachusetts
USD 1.1 M +USD 15.5 k +189 +1%
Raymond James Financial
94
Raymond James Financial
Florida
USD 1.1 M +USD 10.8 k +132 +1%
Brinker Capital Investments
95
Brinker Capital Investments
Pennsylvania
USD 1.1 M +USD 106 k +1,298 +11%
Steward Partners Investment Advisory
96
Steward Partners Investment Advisory
New York
USD 1.07 M +USD 87.9 k +1,075 +9%
Diversified Trust
97
Diversified Trust
Tennessee
USD 1.04 M – – –
SigFig Wealth Management
98
SigFig Wealth Management
California
USD 996 k +USD 7.19 k +88 +0.7%
DWA
99
Davis Wealth Advisors
New Hampshire
USD 959 k +USD 143 k +1,752 +18%
Private Advisor Group
100
Private Advisor Group
New Jersey
USD 927 k +USD 373 k +4,562 +71%
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