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iShares ESG Advanced MSCI USA ETF
USXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sagespring Wealth Partners
101
Sagespring Wealth Partners
Tennessee
USD 1.11 M +USD 38.9 k +601 +4%
Kestra Private Wealth Services
102
Kestra Private Wealth Services
Texas
USD 1.1 M +USD 269 k +4,154 +36%
Stewardship Advisors
103
Stewardship Advisors
Pennsylvania
USD 1.09 M -USD 64.6 k -999 -6%
Jones Financial Companies
104
Jones Financial Companies
Missouri
USD 1.07 M +USD 139 k +2,151 +16%
RFG Advisory
105
RFG Advisory
Alabama
USD 1.04 M -USD 19.7 k -305 -2%
Central Pacific Bank - Trust Division
106
Central Pacific Bank - Trust Division
Hawaii
USD 1.04 M – – –
Pine Harbor Wealth Management
107
Pine Harbor Wealth Management
Maryland
USD 987 k -USD 27.2 k -420 -3%
Regal Investment Advisors
108
Regal Investment Advisors
Michigan
USD 980 k +USD 15.8 k +244 +2%
Wealth Alliance
109
Wealth Alliance
New York
USD 965 k -USD 46.5 k -719 -5%
FFT Wealth Management
110
FFT Wealth Management
Pennsylvania
USD 924 k +USD 538 k +8,314 +167%
Snowden Capital Advisors
111
Snowden Capital Advisors
New York
USD 908 k -USD 32.2 k -498 -4%
Aptus Capital Advisors
112
Aptus Capital Advisors
Alabama
USD 902 k -USD 3.88 k -60 -0.5%
Perennial Investment Advisors
113
Perennial Investment Advisors
California
USD 890 k -USD 262 k -4,052 -24%
Savvy Advisors Inc
114
Savvy Advisors Inc
New York
USD 885 k +USD 11.8 k +183 +1%
IAIM
115
International Assets Investment Management
Florida
USD 878 k +USD 679 k +10,491 +447%
OpenArc Corporate Advisory
116
OpenArc Corporate Advisory
Georgia
USD 851 k -USD 37 k -572 -4%
O'Shaughnessy Asset Management
117
O'Shaughnessy Asset Management
Connecticut
USD 848 k +USD 46.6 k +720 +6%
Mission Wealth Management
118
Mission Wealth Management
California
USD 848 k +USD 790 k +12,208 Nuevas
Coldstream Capital Management
119
Coldstream Capital Management
Washington
USD 827 k – – –
F.L. Putnam Investment Management
120
F.L. Putnam Investment Management
Massachusetts
USD 819 k +USD 5.56 k +86 +0.7%
UBS Group
121
UBS Group
Switzerland
USD 818 k -USD 6.86 k -106 -0.9%
JMG Financial Group
122
JMG Financial Group
Illinois
USD 808 k – – –
Asempa Wealth Advisors
123
Asempa Wealth Advisors
Louisiana
USD 802 k – – –
World Investment Advisors
124
World Investment Advisors
California
USD 798 k -USD 1.42 k -22 -0.2%
Van Hulzen Asset Management
125
Van Hulzen Asset Management
California
USD 786 k – – –
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5
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