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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 68.5 M +USD 2.24 M +90,177 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 47.4 M +USD 32.8 M +1,318,409 +233%
Morgan Stanley
3
Morgan Stanley
New York
USD 27.6 M -USD 845 k -33,968 -3%
Wealthspire Advisors (New York)
4
Wealthspire Advisors (New York)
New York
USD 23.1 M +USD 22.8 M +917,928 Nuevas
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 18.3 M +USD 1.08 M +43,517 +6%
LPL Financial
6
LPL Financial
California
USD 16.8 M +USD 3.09 M +124,349 +23%
Acorns Advisers
7
Acorns Advisers
California
USD 16.1 M +USD 396 k +15,913 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 14.9 M +USD 663 k +26,654 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
USD 14.1 M +USD 332 k +13,342 +2%
Ameriprise
10
Ameriprise
Minnesota
USD 13.8 M +USD 364 k +14,619 +3%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
USD 12.9 M +USD 11.7 M +472,470 +1,189%
Wells Fargo
12
Wells Fargo
California
USD 12.7 M +USD 1.25 M +50,294 +11%
Modera Wealth Management
13
Modera Wealth Management
New Jersey
USD 12.5 M +USD 1.86 M +74,689 +18%
UBS Group
14
UBS Group
Switzerland
USD 12.1 M +USD 429 k +17,240 +4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
USD 10.7 M +USD 749 k +30,116 +8%
Savant Capital
16
Savant Capital
Illinois
USD 10.1 M +USD 609 k +24,482 +7%
JP Morgan Chase
17
JP Morgan Chase
New York
USD 9.9 M +USD 7.5 M +301,684 +333%
F.L. Putnam Investment Management
18
F.L. Putnam Investment Management
Massachusetts
USD 9.49 M +USD 78.5 k +3,156 +0.8%
Francis Financial
19
Francis Financial
USD 9.16 M -USD 27.4 k -1,101 -0.3%
Allworth Financial
20
Allworth Financial
California
USD 9.09 M +USD 143 k +5,768 +2%
EP Wealth Advisors
21
EP Wealth Advisors
California
USD 8.68 M +USD 435 k +17,486 +5%
Eastern Bank
22
Eastern Bank
Massachusetts
USD 8.63 M +USD 29.3 k +1,178 +0.3%
Destination Wealth Management
23
Destination Wealth Management
California
USD 8.19 M +USD 118 k +4,744 +1%
Milestone Investment Advisors
24
Milestone Investment Advisors
Wisconsin
USD 7.72 M -USD 37.7 k -1,516 -0.5%
Perigon Wealth Management
25
Perigon Wealth Management
California
USD 6.86 M +USD 781 k +31,420 +13%
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