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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Dougherty Wealth Advisers
601
Dougherty Wealth Advisers
Minnesota
USD 36.5 k – – –
First Bancorp
602
First Bancorp
Maine
USD 36.5 k +USD 35.1 k +256 Nuevas
Millstone Evans Group
603
Millstone Evans Group
Colorado
USD 31.3 k – – –
NBT Bank
604
NBT Bank
New York
USD 30.2 k -USD 510 k -3,724 -95%
Copia Wealth Management
605
Copia Wealth Management
Oregon
USD 29.9 k – – –
Meramec Financial Planners
606
Meramec Financial Planners
Missouri
USD 29.1 k – – –
Kilter Group
607
Kilter Group
New York
USD 29 k -USD 274 -2 -1%
Commonwealth Retirement Investments
608
Commonwealth Retirement Investments
Virginia
USD 29 k +USD 28 k +204 Nuevas
Kennebec Savings Bank
609
Kennebec Savings Bank
Maine
USD 28.8 k +USD 1.78 k +13 +7%
Regatta Research & Money Management
610
Regatta Research & Money Management
Louisiana
USD 27.8 k +USD 26.7 k +195 Nuevas
Heritage Wealth Advisors
611
Heritage Wealth Advisors
Virginia
USD 25.6 k – – –
Timbuktu Capital Management
612
Timbuktu Capital Management
Massachusetts
USD 24.9 k +USD 24 k +175 Nuevas
AmeriFlex Group
613
AmeriFlex Group
Nevada
USD 23.6 k -USD 14.4 k -105 -39%
WealthShield Partners
614
WealthShield Partners
North Carolina
USD 23.4 k -USD 659 k -4,809 -97%
CVA Family Office
615
CVA Family Office
Colorado
USD 22.5 k – – –
SignatureFD
616
SignatureFD
Georgia
USD 21.7 k +USD 137 +1 +0.7%
Elevation Wealth Partners
617
Elevation Wealth Partners
California
USD 21.4 k – – –
Central Trust Company
618
Central Trust Company
Missouri
USD 20.8 k – – –
Security National Bank of Sioux City Iowa
619
Security National Bank of Sioux City Iowa
Iowa
USD 19.9 k +USD 19.2 k +140 Nuevas
Ballast Advisors
620
Ballast Advisors
Minnesota
USD 19.5 k – – –
Evermay Wealth Management
621
Evermay Wealth Management
Virginia
USD 18.5 k – – –
Migdal Insurance & Financial Holdings
622
Migdal Insurance & Financial Holdings
Israel
USD 17.8 k – – –
Sunrise Financial Services
623
Sunrise Financial Services
Washington
USD 16.8 k – – –
Hanson & Doremus Investment Management
624
Hanson & Doremus Investment Management
Vermont
USD 15 k – – –
Cherry Tree Wealth Management
625
Cherry Tree Wealth Management
Minnesota
USD 13.7 k – – –
23 24
25
26 27