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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Caldwell Trust
551
Caldwell Trust
Florida
USD 171 k – – –
Portfolio Resources Advisor Group
552
Portfolio Resources Advisor Group
Florida
USD 169 k +USD 25.6 k +187 +19%
TD Capital Management
553
TD Capital Management
Tennessee
USD 164 k +USD 274 +2 +0.2%
Bessemer Group
554
Bessemer Group
New Jersey
USD 164 k -USD 6.72 k -49 -4%
Ancora Advisors
555
Ancora Advisors
Ohio
USD 164 k – – –
Princeton Global Asset Management
556
Princeton Global Asset Management
New Jersey
USD 163 k +USD 1.92 k +14 +1%
Huntington National Bank
557
Huntington National Bank
Ohio
USD 156 k – – –
FP
558
Financial Perspectives
Minnesota
USD 155 k +USD 274 +2 +0.2%
Founders Financial Alliance
559
Founders Financial Alliance
North Carolina
USD 148 k +USD 142 k +1,038 Nuevas
DHJJ Financial Advisors
560
DHJJ Financial Advisors
Illinois
USD 137 k – – –
Abound Financial
561
Abound Financial
California
USD 134 k – – –
Evolution Wealth Management
562
Evolution Wealth Management
Florida
USD 132 k +USD 36.7 k +268 +41%
Physician Wealth Advisors
563
Physician Wealth Advisors
Utah
USD 131 k +USD 9.7 k +71 +8%
Larson Financial Group
564
Larson Financial Group
Missouri
USD 130 k +USD 30.3 k +221 +32%
Parallel Advisors
565
Parallel Advisors
California
USD 126 k +USD 60.4 k +441 +100%
IFG Advisory
566
IFG Advisory
Georgia
USD 115 k +USD 110 k +806 Nuevas
TIAA Trust, National Association
567
TIAA Trust, National Association
North Carolina
USD 105 k -USD 36.3 k -265 -27%
Institute for Wealth Management
568
Institute for Wealth Management
Colorado
USD 105 k +USD 101 k +735 Nuevas
Asset Dedication LLC
569
Asset Dedication LLC
California
USD 102 k -USD 2.33 k -17 -2%
Glassman Wealth Services
570
Glassman Wealth Services
Virginia
USD 102 k +USD 98 k +715 Nuevas
Atlantic Union Bankshares
571
Atlantic Union Bankshares
Virginia
USD 100 k – – –
Highland Investment Advisors
572
Highland Investment Advisors
Florida
USD 93.7 k +USD 90.2 k +658 Nuevas
Pittenger & Anderson Inc
573
Pittenger & Anderson Inc
Nebraska
USD 91.8 k – – –
Fedenia Advisers
574
Fedenia Advisers
Wisconsin
USD 91.8 k +USD 88.4 k +645 Nuevas
Private Trust Company
575
Private Trust Company
Ohio
USD 86.3 k – – –
21 22
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