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iShares ESG MSCI USA Leaders ETF
SUSL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Keebeck Wealth Management
51
Keebeck Wealth Management
Illinois
USD 2 M -USD 9.2 k -72 -0.5%
Wells Fargo
52
Wells Fargo
California
USD 1.93 M -USD 1 M -7,836 -35%
Values Added Financial
53
Values Added Financial
District of Columbia
USD 1.87 M -USD 187 k -1,461 -9%
Obsido Oy
54
Obsido Oy
USD 1.84 M +USD 58 k +454 +3%
Orgel Wealth Management
55
Orgel Wealth Management
Wisconsin
USD 1.78 M -USD 15.8 k -124 -0.9%
Sax Wealth Advisors
56
Sax Wealth Advisors
New Jersey
USD 1.76 M +USD 1.02 k +8 +0.1%
Cypress Wealth Services
57
Cypress Wealth Services
California
USD 1.76 M -USD 37.8 k -296 -2%
MGO One Seven
58
MGO One Seven
Ohio
USD 1.68 M – – –
Citadel Advisors
59
Citadel Advisors
Florida
USD 1.64 M +USD 1.58 M +12,373 Nuevas
Jones Financial Companies
60
Jones Financial Companies
Missouri
USD 1.46 M +USD 571 k +4,470 +66%
Affinity Capital Advisors
61
Affinity Capital Advisors
California
USD 1.41 M -USD 196 k -1,532 -13%
Mission Wealth Management
62
Mission Wealth Management
California
USD 1.38 M +USD 1.33 M +10,375 Nuevas
Compass Ion Advisors
63
Compass Ion Advisors
Pennsylvania
USD 1.3 M +USD 10.4 k +81 +0.8%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
USD 1.25 M +USD 1.66 k +13 +0.1%
Farther Finance Advisors
65
Farther Finance Advisors
California
USD 1.17 M +USD 63.3 k +495 +6%
Sequoia Financial Advisors
66
Sequoia Financial Advisors
Ohio
USD 1.16 M +USD 26.7 k +209 +2%
William Blair & Company
67
William Blair & Company
Illinois
USD 1.14 M +USD 16 k +125 +1%
Stifel Financial
68
Stifel Financial
Missouri
USD 1.12 M +USD 69.2 k +541 +7%
O'Shaughnessy Asset Management
69
O'Shaughnessy Asset Management
Connecticut
USD 1.12 M +USD 93.9 k +735 +10%
Retirement Capital Strategies
70
Retirement Capital Strategies
California
USD 1.11 M +USD 823 k +6,439 +337%
Stratos Wealth Partners
71
Stratos Wealth Partners
Ohio
USD 1.03 M +USD 74.9 k +586 +8%
Vise Technologies
72
Vise Technologies
New York
USD 1.01 M +USD 976 k +7,635 Nuevas
Csenge Advisory Group
73
Csenge Advisory Group
Florida
USD 1.01 M -USD 20.6 k -161 -2%
Friedenthal Financial
74
Friedenthal Financial
New Jersey
USD 967 k – – –
Crusonia Wealth Advisors
75
Crusonia Wealth Advisors
Colorado
USD 966 k +USD 2.56 k +20 +0.3%
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