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iShares ESG Aware MSCI USA ETF
ESGU

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Affinity Capital Advisors
51
Affinity Capital Advisors
California
USD 24.2 M -USD 450 k -2,844 -2%
Clearstead Advisors
52
Clearstead Advisors
Ohio
USD 24.1 M -USD 30.1 M -190,670 -56%
Erickson Financial Group
53
Erickson Financial Group
Pennsylvania
USD 22.5 M +USD 157 k +996 +0.7%
F.L. Putnam Investment Management
54
F.L. Putnam Investment Management
Massachusetts
USD 21.6 M +USD 602 k +3,808 +3%
Integrated Wealth Concepts
55
Integrated Wealth Concepts
Massachusetts
USD 21.2 M +USD 1.35 M +8,564 +7%
NewEdge Advisors
56
NewEdge Advisors
Louisiana
USD 20.8 M +USD 3.59 M +22,684 +22%
Cerity Partners
57
Cerity Partners
New York
USD 20.7 M +USD 1.58 M +9,998 +9%
AlTi Global
58
AlTi Global
New York
USD 20.2 M -USD 57.4 k -363 -0.3%
Choreo LLC
59
Choreo LLC
Illinois
USD 19.1 M -USD 708 k -4,478 -4%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
USD 17.2 M -USD 143 k -903 -0.9%
Harbour Investments
61
Harbour Investments
Wisconsin
USD 16.8 M +USD 888 k +5,615 +6%
One Wealth Advisors
62
One Wealth Advisors
California
USD 16.6 M -USD 21.8 k -138 -0.1%
Sharkey, Howes & Javer
63
Sharkey, Howes & Javer
Colorado
USD 16.2 M -USD 403 k -2,549 -3%
Mariner
64
Mariner
Kansas
USD 15.9 M -USD 3.34 M -21,151 -18%
Facet Wealth Inc
65
Facet Wealth Inc
Maryland
USD 13.8 M -USD 1.02 M -6,452 -7%
Blue Edge Capital
66
Blue Edge Capital
Virginia
USD 13.7 M -USD 161 k -1,017 -1%
Client 1st Advisory Group
67
Client 1st Advisory Group
Florida
USD 13.5 M -USD 358 k -2,262 -3%
SEI Investments
68
SEI Investments
Pennsylvania
USD 13.2 M -USD 490 k -3,100 -4%
STALEY CAPITAL ADVISERS
69
STALEY CAPITAL ADVISERS
Pennsylvania
USD 13.1 M – – –
Van Hulzen Asset Management
70
Van Hulzen Asset Management
California
USD 13.1 M -USD 1.59 M -10,044 -11%
Relyea Zuckerberg Hanson
71
Relyea Zuckerberg Hanson
Connecticut
USD 12.9 M +USD 34.2 k +216 +0.3%
Apella Capital
72
Apella Capital
Connecticut
USD 11.6 M -USD 165 k -1,042 -1%
Laurel Wealth Planning
73
Laurel Wealth Planning
Minnesota
USD 11.6 M +USD 53.1 k +336 +0.5%
Plancorp LLC
74
Plancorp LLC
Missouri
USD 11.4 M -USD 451 k -2,855 -4%
Wealth Architects
75
Wealth Architects
California
USD 11.4 M -USD 10.9 k -69 -0.1%
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