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iShares ESG Aware MSCI USA ETF
ESGU

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NWF Advisory Services
501
NWF Advisory Services
California
USD 572 k +USD 30.7 k +194 +6%
Napier Financial
502
Napier Financial
Massachusetts
USD 566 k – – –
Prosperitas Financial
503
Prosperitas Financial
California
USD 560 k +USD 87.1 k +551 +19%
Curtis Wealth Management
504
Curtis Wealth Management
Nevada
USD 559 k -USD 9.8 k -62 -2%
Chris Bulman
505
Chris Bulman
California
USD 555 k +USD 536 k +3,393 Nuevas
Baker Avenue Asset Management
506
Baker Avenue Asset Management
California
USD 554 k -USD 21.7 k -137 -4%
Caprock Group
507
Caprock Group
Idaho
USD 554 k -USD 7.12 k -45 -1%
Core Wealth Advisors (Indiana)
508
Core Wealth Advisors (Indiana)
Indiana
USD 551 k – – –
Legacy Wealth Partners (Colorado)
509
Legacy Wealth Partners (Colorado)
Colorado
USD 549 k – – –
Mather Group
510
Mather Group
Illinois
USD 547 k +USD 8.38 k +53 +2%
Kingswood Wealth Advisors
511
Kingswood Wealth Advisors
California
USD 546 k -USD 2.69 k -17 -0.5%
JHP Wealth Management
512
JHP Wealth Management
Colorado
USD 545 k +USD 1.58 k +10 +0.3%
Johnson Investment Counsel
513
Johnson Investment Counsel
Ohio
USD 544 k +USD 85.4 k +540 +19%
Tanager Wealth Management
514
Tanager Wealth Management
United Kingdom
USD 543 k – – –
RKL Wealth Management
515
RKL Wealth Management
Pennsylvania
USD 541 k -USD 21.3 k -135 -4%
Visionary Wealth Advisors
516
Visionary Wealth Advisors
Illinois
USD 540 k -USD 3.64 k -23 -0.7%
CX Institutional
517
CX Institutional
Indiana
USD 537 k – – –
Emergent Wealth Advisors
518
Emergent Wealth Advisors
New York
USD 536 k -USD 54.7 k -346 -10%
Stock Yards Bank & Trust
519
Stock Yards Bank & Trust
Kentucky
USD 533 k – – –
JMNC
520
J. Mark Nickell & Co
Tennessee
USD 531 k -USD 28.6 k -181 -5%
Tableaux
521
Tableaux
Massachusetts
USD 529 k – – –
Range Advisory
522
Range Advisory
Virginia
USD 528 k +USD 105 k +664 +26%
Grey Fox Wealth Advisors
523
Grey Fox Wealth Advisors
Delaware
USD 527 k – – –
Kestra Investment Management
524
Kestra Investment Management
Texas
USD 523 k +USD 505 k +3,193 Nuevas
PDS Planning
525
PDS Planning
Ohio
USD 521 k +USD 11.7 k +74 +2%
19 20
21
22 23