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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
USD 32.6 M – – –
Creative Planning
2
Creative Planning
Kansas
USD 5.16 M +USD 2.37 M +89,093 +87%
Goldman Sachs
3
Goldman Sachs
New York
USD 3.22 M +USD 1.26 M +47,369 +66%
Fiduciary Trust
4
Fiduciary Trust
Massachusetts
USD 2.38 M +USD 852 k +31,997 +57%
Pictet Bank & Trust
5
Pictet Bank & Trust
Bahamas
USD 1.89 M +USD 1.86 M +70,000 Nuevas
Accredited Investors
6
Accredited Investors
Minnesota
USD 1.81 M +USD 1.01 M +38,019 +130%
Bailard
7
Bailard
California
USD 1.81 M +USD 378 k +14,195 +27%
Tower Research Capital (TRC)
8
Tower Research Capital (TRC)
New York
USD 1.48 M +USD 195 k +7,315 +15%
BlackRock
9
BlackRock
New York
USD 1.32 M +USD 501 k +18,833 +63%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
USD 1.08 M +USD 30 k +1,128 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 1.01 M +USD 62.2 k +2,335 +7%
Fiduciary Trust International of Pennsylvania
12
Fiduciary Trust International of Pennsylvania
Pennsylvania
USD 580 k +USD 572 k +21,494 Nuevas
Retirement Capital Strategies
13
Retirement Capital Strategies
California
USD 459 k +USD 452 k +16,990 Nuevas
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 449 k +USD 444 k +16,670 Nuevas
Brinker Capital
15
Brinker Capital
Pennsylvania
USD 402 k +USD 189 k +7,108 +91%
Main Management
16
Main Management
California
USD 380 k +USD 215 k +8,084 +135%
Baystate Wealth Management
17
Baystate Wealth Management
Massachusetts
USD 369 k +USD 19.8 k +742 +6%
Miracle Mile Advisors
18
Miracle Mile Advisors
California
USD 350 k +USD 126 k +4,740 +58%
Bank of America
19
Bank of America
North Carolina
USD 337 k +USD 163 k +6,135 +97%
JP Morgan Private Wealth Advisors
20
JP Morgan Private Wealth Advisors
California
USD 333 k – – –
Gradient Investments
21
Gradient Investments
Minnesota
USD 314 k +USD 20.8 k +780 +7%
Whittier Trust
22
Whittier Trust
California
USD 310 k – – –
Sage Financial Group
23
Sage Financial Group
Pennsylvania
USD 295 k – – –
EP Wealth Advisors
24
EP Wealth Advisors
California
USD 216 k +USD 213 k +8,005 Nuevas
Institutional & Family Asset Management
25
Institutional & Family Asset Management
Colorado
USD 165 k -USD 160 -6 -0.1%
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