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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
Carret Asset Management
351
Carret Asset Management
New York
USD 541 k – – –
Vanguard Personalized Indexing Management
352
Vanguard Personalized Indexing Management
California
USD 535 k – – –
Verus Capital Partners
353
Verus Capital Partners
Arizona
USD 534 k +USD 548 +4 +0.1%
Onyx Bridge Wealth Group
354
Onyx Bridge Wealth Group
New York
USD 533 k – – –
Argent Trust Co
355
Argent Trust Co
Tennessee
USD 533 k – – –
Close Asset Management
356
Close Asset Management
United Kingdom
USD 529 k – – –
UBS AM
357
UBS AM
Illinois
USD 526 k -USD 137 -1 -0%
Landaas & Company
358
Landaas & Company
Wisconsin
USD 525 k +USD 57 k +416 +13%
Laird Norton Wetherby Trust Company
359
Laird Norton Wetherby Trust Company
Washington
USD 522 k +USD 503 k +3,668 Nuevas
Walkner Condon Financial Advisors
360
Walkner Condon Financial Advisors
Wisconsin
USD 521 k -USD 4.25 k -31 -0.8%
Tennessee Valley Asset Management Partners
361
Tennessee Valley Asset Management Partners
Tennessee
USD 511 k +USD 548 +4 +0.1%
Oregon Pacific Wealth Management
362
Oregon Pacific Wealth Management
Oregon
USD 509 k -USD 27.1 k -198 -5%
Envision Financial
363
Envision Financial
Wisconsin
USD 508 k -USD 110 k -803 -18%
West Wealth Group
364
West Wealth Group
California
USD 506 k -USD 29.5 k -215 -6%
MYeCFO
365
MYeCFO
California
USD 498 k – – –
AE Wealth Management
366
AE Wealth Management
Kansas
USD 492 k +USD 147 k +1,072 +45%
Well Done LLC
367
Well Done LLC
Michigan
USD 492 k -USD 10 k -73 -2%
W.H. Cornerstone Investments
368
W.H. Cornerstone Investments
Massachusetts
USD 489 k +USD 4.8 k +35 +1%
Nuveen
369
Nuveen
North Carolina
USD 486 k +USD 467 k +3,410 Nuevas
Beacon Financial Group
370
Beacon Financial Group
Texas
USD 483 k -USD 2.19 k -16 -0.5%
Sovereign Financial Group
371
Sovereign Financial Group
Connecticut
USD 480 k +USD 47.7 k +348 +12%
Heck Capital Advisors
372
Heck Capital Advisors
Wisconsin
USD 479 k -USD 12.3 k -90 -3%
Traveka Wealth
373
Traveka Wealth
California
USD 478 k +USD 59.9 k +437 +15%
Essential Planning
374
Essential Planning
New Hampshire
USD 478 k +USD 5.89 k +43 +1%
Arkadios Wealth Advisors
375
Arkadios Wealth Advisors
Georgia
USD 478 k -USD 39.2 k -286 -8%
13 14
15
16 17