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icono de DSI

iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Diversify Wealth Management
251
Diversify Wealth Management
Utah
USD 928 k -USD 71.1 k -519 -7%
Diversify Advisory Services
252
Diversify Advisory Services
Utah
USD 928 k +USD 925 k +6,747 Nuevas
Old Second National Bank of Aurora
253
Old Second National Bank of Aurora
Illinois
USD 927 k – – –
Mission Wealth Management
254
Mission Wealth Management
California
USD 926 k +USD 485 k +3,538 +119%
Destination Wealth Management
255
Destination Wealth Management
California
USD 924 k +USD 91.4 k +667 +11%
Wealth Alliance
256
Wealth Alliance
New York
USD 923 k -USD 28.8 k -210 -3%
Halter Ferguson Financial
257
Halter Ferguson Financial
Indiana
USD 921 k – – –
Keystone Financial Services (Colorado)
258
Keystone Financial Services (Colorado)
Colorado
USD 905 k +USD 55.5 k +405 +7%
VERITY Wealth Advisors
259
VERITY Wealth Advisors
United States
USD 905 k – – –
Lifelong Wealth Advisors
260
Lifelong Wealth Advisors
Minnesota
USD 886 k +USD 16.6 k +121 +2%
Atria Investments
261
Atria Investments
North Carolina
USD 886 k -USD 178 k -1,298 -17%
Peak Financial Management
262
Peak Financial Management
Massachusetts
USD 882 k +USD 822 +6 +0.1%
Rollins Financial Advisors
263
Rollins Financial Advisors
New York
USD 881 k – – –
EverSource Wealth Advisors
264
EverSource Wealth Advisors
Alabama
USD 876 k +USD 113 k +826 +15%
Arax Advisory Partners
265
Arax Advisory Partners
Colorado
USD 871 k +USD 400 k +2,919 +91%
Zenith Solutions
266
Zenith Solutions
Pennsylvania
USD 868 k +USD 835 k +6,096 Nuevas
Kesler Norman & Wride
267
Kesler Norman & Wride
Utah
USD 867 k – – –
Zevenbergen Capital Investments
268
Zevenbergen Capital Investments
Washington
USD 865 k – – –
First Pacific Financial
269
First Pacific Financial
Washington
USD 863 k -USD 1.1 k -8 -0.1%
Fortis Capital Management
270
Fortis Capital Management
Washington
USD 861 k +USD 1.64 k +12 +0.2%
Dorsey & Whitney Trust
271
Dorsey & Whitney Trust
South Dakota
USD 858 k -USD 234 k -1,708 -22%
Golden State Wealth Management
272
Golden State Wealth Management
California
USD 854 k -USD 29.2 k -213 -3%
Birchwood Financial Partners
273
Birchwood Financial Partners
Minnesota
USD 851 k +USD 121 k +884 +17%
Meridian Wealth Management
274
Meridian Wealth Management
Kentucky
USD 845 k -USD 28 k -204 -3%
Frisch Financial Group
275
Frisch Financial Group
New York
USD 843 k +USD 1.64 k +12 +0.2%
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