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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
Retirement Income Solutions
326
Retirement Income Solutions
Michigan
USD 625 k – – –
OneDigital Investment Advisors
327
OneDigital Investment Advisors
Kansas
USD 625 k +USD 19.2 k +140 +3%
MAI Capital Management
328
MAI Capital Management
Ohio
USD 625 k +USD 275 k +2,009 +85%
Trustmark National Bank Trust Department
329
Trustmark National Bank Trust Department
Mississippi
USD 623 k – – –
LWM Advisors
330
LWM Advisors
California
USD 620 k – – –
MainStreet Investment Advisors
331
MainStreet Investment Advisors
Illinois
USD 618 k +USD 54.4 k +397 +10%
Parsons Capital Management
332
Parsons Capital Management
Rhode Island
USD 616 k – – –
Freestone Capital Holdings
333
Freestone Capital Holdings
Washington
USD 612 k +USD 589 k +4,298 Nuevas
Venturi Wealth Management
334
Venturi Wealth Management
Texas
USD 609 k +USD 8.77 k +64 +2%
Cornerstone Planning Group
335
Cornerstone Planning Group
New Jersey
USD 608 k +USD 28 k +204 +5%
HM Payson & Co
336
HM Payson & Co
Maine
USD 598 k – – –
WesBanco Bank
337
WesBanco Bank
West Virginia
USD 586 k -USD 11.5 k -84 -2%
Capital Analysts LLC
338
Capital Analysts LLC
Pennsylvania
USD 584 k +USD 108 k +788 +24%
BPI
339
BFC Planning, Inc.
Iowa
USD 583 k +USD 201 k +1,467 +56%
MassMutual Private Wealth & Trust
340
MassMutual Private Wealth & Trust
Connecticut
USD 577 k +USD 15.1 k +110 +3%
RWA Wealth Partners
341
RWA Wealth Partners
Massachusetts
USD 569 k -USD 110 k -800 -17%
Rockingstone Advisors
342
Rockingstone Advisors
Massachusetts
USD 568 k – – –
Mayflower Financial Advisors
343
Mayflower Financial Advisors
Massachusetts
USD 563 k +USD 9.18 k +67 +2%
KFA Private Wealth Group
344
KFA Private Wealth Group
Virginia
USD 560 k +USD 73.3 k +535 +16%
Crestwood Advisors Group
345
Crestwood Advisors Group
Massachusetts
USD 559 k – – –
Hengehold Capital Management
346
Hengehold Capital Management
Ohio
USD 556 k +USD 1.1 k +8 +0.2%
Ulland Investment Advisors
347
Ulland Investment Advisors
Minnesota
USD 552 k -USD 223 k -1,625 -30%
Rossmore Private Capital
348
Rossmore Private Capital
Connecticut
USD 551 k – – –
Mission Creek Capital Partners
349
Mission Creek Capital Partners
California
USD 549 k +USD 8.22 k +60 +2%
Trust Company of Vermont
350
Trust Company of Vermont
Vermont
USD 541 k -USD 4.8 k -35 -0.9%
12 13
14
15 16