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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Goldman Sachs
1
Goldman Sachs
New York
USD 55.5 M -USD 779 k -32,634 -1%
Morgan Stanley
2
Morgan Stanley
New York
USD 23.4 M +USD 541 k +22,672 +2%
Private Ocean
3
Private Ocean
California
USD 18.2 M -USD 2.96 M -123,836 -14%
Ameriprise
4
Ameriprise
Minnesota
USD 16.6 M -USD 1.03 M -43,130 -6%
UBS Group
5
UBS Group
Switzerland
USD 16.2 M -USD 682 k -28,560 -4%
First Pacific Financial
6
First Pacific Financial
Washington
USD 15.8 M +USD 855 k +35,815 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
USD 15.7 M +USD 15.8 M +661,010 Nuevas
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 14.8 M -USD 3.01 M -125,944 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 14.7 M +USD 175 k +7,338 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
USD 13.4 M +USD 949 k +39,758 +8%
LPL Financial
11
LPL Financial
California
USD 13 M +USD 682 k +28,562 +6%
Acorns Advisers
12
Acorns Advisers
California
USD 12.3 M +USD 492 k +20,636 +4%
Francis Financial
13
Francis Financial
USD 11.3 M +USD 618 k +25,890 +6%
Wells Fargo
14
Wells Fargo
California
USD 9.9 M -USD 188 k -7,884 -2%
EP Wealth Advisors
15
EP Wealth Advisors
California
USD 9.7 M +USD 9.8 M +408,542 +36,772%
Modera Wealth Management
16
Modera Wealth Management
New Jersey
USD 9.7 M +USD 206 k +8,617 +2%
F.L. Putnam Investment Management
17
F.L. Putnam Investment Management
Massachusetts
USD 9.32 M +USD 525 k +21,982 +6%
Milestone Investment Advisors
18
Milestone Investment Advisors
Wisconsin
USD 8.83 M -USD 272 k -11,398 -3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
USD 8.32 M +USD 293 k +12,287 +4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
USD 8.21 M -USD 5.35 M -224,199 -39%
Destination Wealth Management
21
Destination Wealth Management
California
USD 8.18 M +USD 204 k +8,539 +3%
Alesco Advisors
22
Alesco Advisors
New York
USD 7.85 M +USD 15.6 k +655 +0.2%
Allworth Financial
23
Allworth Financial
California
USD 6.49 M +USD 841 k +35,240 +15%
Bank of America
24
Bank of America
North Carolina
USD 6.36 M -USD 52.7 k -2,208 -0.8%
Savant Capital
25
Savant Capital
Illinois
USD 6.19 M +USD 838 k +35,110 +16%
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