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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Chicago Partners Investment Group
126
Chicago Partners Investment Group
Illinois
USD 3.1 M +USD 4.52 k +33 +0.1%
L.J. Altfest & Co
127
L.J. Altfest & Co
New York
USD 3.08 M +USD 62.5 k +456 +2%
Allworth Financial
128
Allworth Financial
California
USD 3.03 M -USD 24.7 k -180 -0.8%
Brown Advisory
129
Brown Advisory
Maryland
USD 2.99 M -USD 29.5 k -215 -1%
Sharkey, Howes & Javer
130
Sharkey, Howes & Javer
Colorado
USD 2.98 M -USD 187 k -1,361 -6%
KeyBank National Association
131
KeyBank National Association
Ohio
USD 2.96 M -USD 64 k -467 -2%
Shepherd Financial Partners
132
Shepherd Financial Partners
Massachusetts
USD 2.95 M +USD 248 k +1,808 +10%
William Blair & Company
133
William Blair & Company
Illinois
USD 2.91 M +USD 2.88 k +21 +0.1%
Basso Capital Management
134
Basso Capital Management
Connecticut
USD 2.87 M +USD 2.76 M +20,139 Nuevas
BigSur Wealth Management
135
BigSur Wealth Management
Florida
USD 2.85 M – – –
Modern Wealth Management
136
Modern Wealth Management
Kansas
USD 2.82 M +USD 23 k +168 +0.9%
Waverly Advisors
137
Waverly Advisors
Alabama
USD 2.75 M +USD 229 k +1,668 +9%
HB Wealth Management
138
HB Wealth Management
Georgia
USD 2.74 M -USD 14.3 k -104 -0.5%
EP Wealth Advisors
139
EP Wealth Advisors
California
USD 2.71 M +USD 57.7 k +421 +2%
Boston Trust Walden
140
Boston Trust Walden
Massachusetts
USD 2.71 M – – –
Modera Wealth Management
141
Modera Wealth Management
New Jersey
USD 2.7 M – – –
Arlington Financial Advisors
142
Arlington Financial Advisors
California
USD 2.7 M -USD 4.66 k -34 -0.2%
Impact Investors
143
Impact Investors
California
USD 2.65 M -USD 1.34 M -9,772 -34%
CWM
144
Cornerstone Wealth Management
Missouri
USD 2.62 M -USD 23 k -168 -0.9%
Cresset Asset Management
145
Cresset Asset Management
Illinois
USD 2.62 M +USD 49.2 k +359 +2%
Snowden Capital Advisors
146
Snowden Capital Advisors
New York
USD 2.5 M -USD 102 k -744 -4%
Topsail Wealth Management
147
Topsail Wealth Management
North Carolina
USD 2.49 M +USD 2.4 M +17,504 Nuevas
SigFig Wealth Management
148
SigFig Wealth Management
California
USD 2.47 M -USD 57.6 k -420 -2%
Revolve Wealth Partners
149
Revolve Wealth Partners
New Jersey
USD 2.44 M -USD 87.8 k -641 -4%
Farther Finance Advisors
150
Farther Finance Advisors
California
USD 2.37 M +USD 48.7 k +355 +2%
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