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iShares ESG Advanced MSCI USA ETF
USXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Summit Wealth Group (Colorado)
76
Summit Wealth Group (Colorado)
Colorado
USD 2.1 M -USD 49.5 k -765 -2%
TD Waterhouse Canada
77
TD Waterhouse Canada
Ontario, Canada
USD 1.94 M – – –
Vise Technologies
78
Vise Technologies
New York
USD 1.94 M +USD 1.81 M +27,933 Nuevas
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
USD 1.93 M +USD 1.2 M +18,586 +195%
SigFig Wealth Management
80
SigFig Wealth Management
California
USD 1.92 M -USD 100 k -1,545 -5%
GC Wealth Management RIA
81
GC Wealth Management RIA
Massachusetts
USD 1.86 M -USD 168 k -2,604 -9%
VERITY Wealth Advisors
82
VERITY Wealth Advisors
United States
USD 1.84 M +USD 14.9 k +231 +0.9%
Optas LLC
83
Optas LLC
Texas
USD 1.83 M -USD 2.06 M -31,885 -55%
Creative Planning
84
Creative Planning
Kansas
USD 1.75 M +USD 506 k +7,813 +45%
Magnus Financial Group
85
Magnus Financial Group
New York
USD 1.71 M -USD 118 k -1,827 -7%
Clearstead Advisors
86
Clearstead Advisors
Ohio
USD 1.69 M -USD 1.39 M -21,452 -47%
Farther Finance Advisors
87
Farther Finance Advisors
California
USD 1.65 M -USD 8.99 k -139 -0.6%
Baird Financial Group
88
Baird Financial Group
Wisconsin
USD 1.65 M +USD 1.54 M +23,730 Nuevas
Diversified Trust
89
Diversified Trust
Tennessee
USD 1.58 M – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
USD 1.49 M -USD 2.07 k -32 -0.1%
National Wealth Management Group
91
National Wealth Management Group
Ohio
USD 1.47 M -USD 259 -4 -0%
Capital Investment Advisors
92
Capital Investment Advisors
Georgia
USD 1.46 M -USD 453 -7 -0%
Private Advisor Group
93
Private Advisor Group
New Jersey
USD 1.42 M +USD 643 k +9,945 +94%
Shotwell Rutter Baer
94
Shotwell Rutter Baer
Michigan
USD 1.39 M -USD 53.4 k -826 -4%
Capital Analysts LLC
95
Capital Analysts LLC
Pennsylvania
USD 1.38 M +USD 37.9 k +586 +3%
RKL Wealth Management
96
RKL Wealth Management
Pennsylvania
USD 1.37 M -USD 125 k -1,936 -9%
Aufman Associates
97
Aufman Associates
Pennsylvania
USD 1.27 M +USD 1.88 k +29 +0.2%
MGO One Seven
98
MGO One Seven
Ohio
USD 1.26 M -USD 13.7 k -211 -1%
MA Private Wealth
99
MA Private Wealth
California
USD 1.22 M -USD 102 k -1,575 -8%
Concurrent Investment Advisors
100
Concurrent Investment Advisors
Florida
USD 1.11 M +USD 63.2 k +977 +6%
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