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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
World Investment Advisors
226
World Investment Advisors
California
USD 1.06 M -USD 548 -4 -0%
Harfst & Associates
227
Harfst & Associates
Wyoming
USD 1.05 M – – –
Allred Capital Management
228
Allred Capital Management
Texas
USD 1.05 M – – –
Vontobel Holding
229
Vontobel Holding
Switzerland
USD 1.05 M -USD 16.3 k -119 -2%
Acumen Wealth Advisors
230
Acumen Wealth Advisors
Tennessee
USD 1.03 M – – –
Gateway Wealth Partners
231
Gateway Wealth Partners
Wisconsin
USD 1.03 M -USD 991 k -7,234 -50%
QRG Capital Management
232
QRG Capital Management
Illinois
USD 1.03 M +USD 39.9 k +291 +4%
First Horizon Corporation
233
First Horizon Corporation
Tennessee
USD 1.01 M -USD 33.7 k -246 -3%
One Capital Management
234
One Capital Management
California
USD 1.01 M – – –
BIP Wealth
235
BIP Wealth
Georgia
USD 1.01 M +USD 589 k +4,300 +156%
AlphaCore Capital
236
AlphaCore Capital
California
USD 1.01 M -USD 1.64 k -12 -0.2%
F.L. Putnam Investment Management
237
F.L. Putnam Investment Management
Massachusetts
USD 1 M +USD 352 k +2,569 +57%
Brookstone Capital Management
238
Brookstone Capital Management
Illinois
USD 993 k +USD 29.5 k +215 +3%
O'Shaughnessy Asset Management
239
O'Shaughnessy Asset Management
Connecticut
USD 984 k -USD 68.5 k -500 -7%
Principle Wealth Partners
240
Principle Wealth Partners
Connecticut
USD 981 k – – –
Baird Financial Group
241
Baird Financial Group
Wisconsin
USD 981 k +USD 80.2 k +585 +9%
Hills Bank & Trust
242
Hills Bank & Trust
Iowa
USD 980 k -USD 7.26 k -53 -0.8%
ASG
243
Advisory Solutions Group
Minnesota
USD 972 k +USD 936 k +6,827 Nuevas
Glenmede Trust
244
Glenmede Trust
Pennsylvania
USD 965 k +USD 919 k +6,703 +8,937%
Willow Creek Wealth Management
245
Willow Creek Wealth Management
California
USD 959 k +USD 923 k +6,738 Nuevas
Wealth Advisory Team
246
Wealth Advisory Team
Kentucky
USD 946 k +USD 911 k +6,645 Nuevas
MPPHD
247
Maloon Powers Pitre Higgins & Dennehy
California
USD 942 k +USD 906 k +6,613 Nuevas
One Wealth Capital Management
248
One Wealth Capital Management
Arizona
USD 935 k +USD 59.6 k +435 +7%
Bar Harbor Wealth Management
249
Bar Harbor Wealth Management
New Hampshire
USD 935 k -USD 17.7 k -129 -2%
Gould Asset Management
250
Gould Asset Management
California
USD 928 k -USD 136 k -990 -13%
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