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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Jones Financial Companies
76
Jones Financial Companies
Missouri
USD 5.35 M +USD 1.41 M +10,305 +36%
Kestra Advisory Services
77
Kestra Advisory Services
Texas
USD 5.32 M -USD 945 k -6,894 -16%
Wealthfront Advisers
78
Wealthfront Advisers
California
USD 5.25 M +USD 725 k +5,291 +17%
One Wealth Advisors
79
One Wealth Advisors
California
USD 5.23 M -USD 11 k -80 -0.2%
Moment Partners
80
Moment Partners
California
USD 5.19 M -USD 67.3 k -491 -1%
Neumann Capital Management
81
Neumann Capital Management
California
USD 5.01 M -USD 31.1 k -227 -0.6%
Diversified Enterprises
82
Diversified Enterprises
Delaware
USD 5 M -USD 48.9 k -357 -1%
Cranbrook Wealth Management
83
Cranbrook Wealth Management
Michigan
USD 4.94 M -USD 67.4 k -492 -1%
McClarren Financial Advisors
84
McClarren Financial Advisors
Pennsylvania
USD 4.91 M +USD 153 k +1,114 +3%
GeoWealth Management
85
GeoWealth Management
Illinois
USD 4.79 M +USD 875 k +6,384 +23%
&Partners
86
&Partners
Tennessee
USD 4.76 M +USD 2.33 k +17 +0.1%
Laurel Wealth Planning
87
Laurel Wealth Planning
Minnesota
USD 4.75 M -USD 100 k -727 -2%
SageView Advisory Group
88
SageView Advisory Group
California
USD 4.63 M -USD 909 k -6,635 -17%
Childress Capital Advisors
89
Childress Capital Advisors
Texas
USD 4.57 M -USD 44.4 k -324 -1%
Bailard
90
Bailard
California
USD 4.51 M -USD 26.2 k -191 -0.6%
Erste Asset Management
91
Erste Asset Management
Austria
USD 4.46 M – – –
Pennsylvania Capital Management
92
Pennsylvania Capital Management
Pennsylvania
USD 4.44 M +USD 678 k +4,946 +19%
True Blue Financial
93
True Blue Financial
Michigan
USD 4.4 M +USD 57.7 k +421 +1%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
USD 4.35 M +USD 2.34 M +17,057 +127%
Fidelity Investments
95
Fidelity Investments
Massachusetts
USD 4.32 M +USD 227 k +1,654 +6%
J.M. Forbes & Co
96
J.M. Forbes & Co
Massachusetts
USD 4.21 M +USD 34.1 k +249 +0.8%
Merit Financial Group
97
Merit Financial Group
Georgia
USD 4.2 M +USD 37 k +270 +0.9%
Franklin Resources
98
Franklin Resources
California
USD 4.14 M +USD 526 k +3,835 +15%
United Capital Financial Advisors
99
United Capital Financial Advisors
Texas
USD 4.12 M -USD 679 k -4,957 -15%
BBR Partners
100
BBR Partners
New York
USD 4.07 M -USD 131 k -954 -3%
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