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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Founders Capital Management (Texas)
626
Founders Capital Management (Texas)
Texas
USD 12.7 k – – –
Private Wealth Asset Management
627
Private Wealth Asset Management
Iowa
USD 8.97 k +USD 8.63 k +63 Nuevas
J. R. Prunier Capital Management LLC
628
J. R. Prunier Capital Management LLC
Massachusetts
USD 8.58 k +USD 8.22 k +60 Nuevas
1 North Wealth Services
629
1 North Wealth Services
Maryland
USD 7.83 k – – –
Vision Retirement
630
Vision Retirement
New Jersey
USD 7.43 k -USD 14.4 k -105 -67%
Lodestone Wealth Management
631
Lodestone Wealth Management
Washington
USD 7.18 k – – –
LifeSteps Financial
632
LifeSteps Financial
California
USD 5.7 k +USD 5.48 k +40 Nuevas
IAIM
633
International Assets Investment Management
Florida
USD 4.26 k – – –
Key Capital Management
634
Key Capital Management
Tennessee
USD 3.42 k -USD 274 -2 -8%
Hilton Head Capital Partners
635
Hilton Head Capital Partners
South Carolina
USD 3.42 k – – –
Tucker Asset Management
636
Tucker Asset Management
Colorado
USD 2.85 k – – –
Keating Financial Advisory Services
637
Keating Financial Advisory Services
Kansas
USD 1.85 k – – –
TS Financial Group (TSFG)
638
TS Financial Group (TSFG)
Illinois
USD 1 k – – –
American Capital Advisory
639
American Capital Advisory
Idaho
USD 855 – – –
Atomic Invest
640
Atomic Invest
New York
USD 479 -USD 411 -3 -50%
Your Advocates Ltd
641
Your Advocates Ltd
Texas
USD 199 – – –
Signature Resources Capital Management
642
Signature Resources Capital Management
California
USD 142 – – –
GTS Securities
643
GTS Securities
Florida
– -USD 4.64 M -38,277 Cerradas
Independent Advisor Alliance
644
Independent Advisor Alliance
North Carolina
– -USD 4.04 M -33,306 Cerradas
Flow Traders U.S.
645
Flow Traders U.S.
New York
– -USD 686 k -5,659 Cerradas
Becker Capital Management
646
Becker Capital Management
Oregon
– -USD 449 k -3,709 Cerradas
SVB Wealth
647
SVB Wealth
Massachusetts
– -USD 369 k -3,048 Cerradas
RIS
648
Richmond Investment Services
Wisconsin
– -USD 291 k -2,398 Cerradas
Evoke Wealth
649
Evoke Wealth
California
– -USD 243 k -2,005 Cerradas
Golden State Equity Partners
650
Golden State Equity Partners
California
– -USD 229 k -1,887 Cerradas
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