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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NorthRock Partners
201
NorthRock Partners
Minnesota
USD 1.5 M -USD 125 k -913 -8%
MGO One Seven
202
MGO One Seven
Ohio
USD 1.47 M -USD 54.8 k -400 -4%
Hill Island Financial
203
Hill Island Financial
Michigan
USD 1.46 M +USD 276 k +2,017 +24%
OpenArc Corporate Advisory
204
OpenArc Corporate Advisory
Georgia
USD 1.44 M -USD 822 -6 -0.1%
Decker Retirement Planning
205
Decker Retirement Planning
Utah
USD 1.41 M +USD 155 k +1,128 +13%
RFG Advisory
206
RFG Advisory
Alabama
USD 1.41 M -USD 45.8 k -334 -3%
Main Street Group
207
Main Street Group
Virginia
USD 1.37 M -USD 11 k -80 -0.8%
Kestra Private Wealth Services
208
Kestra Private Wealth Services
Texas
USD 1.35 M +USD 52.2 k +381 +4%
Sagespring Wealth Partners
209
Sagespring Wealth Partners
Tennessee
USD 1.33 M +USD 2.6 k +19 +0.2%
Chilton Investment Company
210
Chilton Investment Company
Connecticut
USD 1.31 M -USD 1.1 k -8 -0.1%
D.A. Davidson & Co
211
D.A. Davidson & Co
Montana
USD 1.29 M -USD 2.74 k -20 -0.2%
Bond & Devick Financial Network
212
Bond & Devick Financial Network
Minnesota
USD 1.27 M +USD 274 +2 +0%
Regal Investment Advisors
213
Regal Investment Advisors
Michigan
USD 1.27 M -USD 32.3 k -236 -3%
Wealth Management Partners
214
Wealth Management Partners
Arizona
USD 1.25 M -USD 28.2 k -206 -2%
Dynamic Advisor Solutions
215
Dynamic Advisor Solutions
Arizona
USD 1.23 M -USD 9.6 k -70 -0.8%
Citigroup
216
Citigroup
New York
USD 1.21 M +USD 130 k +950 +13%
MA Private Wealth
217
MA Private Wealth
California
USD 1.2 M -USD 332 k -2,425 -22%
Romano Brothers & Co
218
Romano Brothers & Co
Illinois
USD 1.17 M -USD 10.3 k -75 -0.9%
Mather Group
219
Mather Group
Illinois
USD 1.16 M -USD 5.62 k -41 -0.5%
Clean Yield Group
220
Clean Yield Group
Vermont
USD 1.14 M +USD 1.1 M +8,000 Nuevas
Tred Avon Family Wealth
221
Tred Avon Family Wealth
Maryland
USD 1.12 M -USD 10.3 k -75 -0.9%
Harbour Investments
222
Harbour Investments
Wisconsin
USD 1.11 M +USD 5.07 k +37 +0.5%
Western Wealth Management
223
Western Wealth Management
Colorado
USD 1.09 M +USD 191 k +1,392 +22%
Acropolis Investment Management
224
Acropolis Investment Management
Missouri
USD 1.07 M -USD 36.3 k -265 -3%
SNS Financial Group
225
SNS Financial Group
Minnesota
USD 1.07 M +USD 1.03 M +7,500 Nuevas
7 8
9
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