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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 34.2 M +USD 5.07 M +131,864 +18%
JP Morgan Chase
2
JP Morgan Chase
New York
USD 19.6 M -USD 589 k -15,316 -3%
Goldman Sachs
3
Goldman Sachs
New York
USD 18.7 M +USD 23.9 k +622 +0.1%
UBS Group
4
UBS Group
Switzerland
USD 18.1 M +USD 1.35 M +35,084 +8%
Brinker Capital
5
Brinker Capital
Pennsylvania
USD 12.8 M +USD 112 k +2,922 +0.9%
Suntrust Banks
6
Suntrust Banks
Georgia
USD 10.8 M – – –
Morgan Stanley
7
Morgan Stanley
New York
USD 9.32 M +USD 727 k +18,892 +9%
Wells Fargo
8
Wells Fargo
California
USD 7.74 M +USD 1.42 M +36,962 +23%
JP Morgan Private Wealth Advisors
9
JP Morgan Private Wealth Advisors
California
USD 6.5 M +USD 337 k +8,756 +5%
US Bancorp
10
US Bancorp
Minnesota
USD 4.3 M +USD 128 k +3,336 +3%
Trillium Asset Management
11
Trillium Asset Management
Massachusetts
USD 3.51 M +USD 765 k +19,890 +28%
Bank of New York Mellon
12
Bank of New York Mellon
New York
USD 3.08 M -USD 18.9 k -492 -0.6%
PA
13
Paracle Advisors
Washington
USD 2.88 M -USD 276 k -7,180 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 2.83 M -USD 136 k -3,534 -5%
Bahl & Gaynor
15
Bahl & Gaynor
Ohio
USD 2.74 M +USD 359 k +9,332 +15%
LPL Financial
16
LPL Financial
California
USD 2.66 M -USD 2.33 M -60,692 -47%
Gibson Capital
17
Gibson Capital
Pennsylvania
USD 2.64 M -USD 31.4 k -816 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 2.14 M -USD 61.8 k -1,608 -3%
Sargent Bickham Lagudis
19
Sargent Bickham Lagudis
Colorado
USD 1.92 M -USD 769 -20 -0%
Johnson Financial Group Inc (Wisconsin)
20
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 1.89 M +USD 37.5 k +976 +2%
Efficient Advisors
21
Efficient Advisors
Ohio
USD 1.88 M -USD 40.6 k -1,056 -2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
USD 1.87 M – – –
Ladenburg Thalmann Financial Services
23
Ladenburg Thalmann Financial Services
Florida
USD 1.86 M +USD 527 k +13,714 +40%
RegentAtlantic Capital
24
RegentAtlantic Capital
New Jersey
USD 1.41 M – – –
Manchester Capital Management
25
Manchester Capital Management
Vermont
USD 1.41 M – – –
1
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