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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
USD 9.47 M +USD 275 k +2,007 +3%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
USD 9.21 M +USD 51.7 k +377 +0.6%
Miracle Mile Advisors
53
Miracle Mile Advisors
California
USD 8.98 M -USD 1.05 M -7,677 -11%
Brio Consultants
54
Brio Consultants
California
USD 8.9 M -USD 54.1 k -395 -0.6%
D.J. St. Germain
55
D.J. St. Germain
Massachusetts
USD 8.9 M +USD 136 k +992 +2%
Allianz
56
Allianz
Germany
USD 8.72 M +USD 528 k +3,854 +7%
Strategic Point Investment Advisors
57
Strategic Point Investment Advisors
Rhode Island
USD 8.14 M +USD 136 k +992 +2%
Integrated Wealth Concepts
58
Integrated Wealth Concepts
Massachusetts
USD 8.09 M +USD 2.61 M +19,076 +51%
Perigon Wealth Management
59
Perigon Wealth Management
California
USD 7.98 M +USD 157 k +1,143 +2%
Aspiriant LLC
60
Aspiriant LLC
California
USD 7.83 M +USD 19.2 k +140 +0.3%
HeadInvest LLC
61
HeadInvest LLC
Maine
USD 7.8 M -USD 19.3 k -141 -0.3%
Advisory Services Network
62
Advisory Services Network
Georgia
USD 7.79 M -USD 842 k -6,147 -10%
Choreo LLC
63
Choreo LLC
Illinois
USD 7.62 M -USD 266 k -1,940 -3%
SoFi Wealth
64
SoFi Wealth
California
USD 7.41 M +USD 1.26 M +9,229 +22%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
USD 7.22 M -USD 2.04 M -14,864 -23%
Wealthcare Advisory Partners
66
Wealthcare Advisory Partners
Pennsylvania
USD 7.06 M +USD 460 k +3,360 +7%
Stifel Financial
67
Stifel Financial
Missouri
USD 6.63 M -USD 312 k -2,274 -5%
Gradient Investments
68
Gradient Investments
Minnesota
USD 6.4 M +USD 235 k +1,713 +4%
NewEdge Advisors
69
NewEdge Advisors
Louisiana
USD 6.38 M +USD 2.78 M +20,290 +83%
Dunhill Financial
70
Dunhill Financial
United Kingdom
USD 6.36 M -USD 1.08 M -7,853 -15%
AssetMark Inc
71
AssetMark Inc
California
USD 6.25 M -USD 247 k -1,799 -4%
Gilbert Capital Group
72
Gilbert Capital Group
Maine
USD 5.91 M -USD 124 k -907 -2%
Avise Financial Cooperative
73
Avise Financial Cooperative
California
USD 5.75 M -USD 616 k -4,498 -10%
Umpqua Bank
74
Umpqua Bank
Oregon
USD 5.68 M +USD 606 k +4,424 +12%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
USD 5.62 M +USD 2.94 M +21,486 +119%
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