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iShares ESG Advanced MSCI USA ETF
USXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Diversify Wealth Management
126
Diversify Wealth Management
Utah
USD 765 k +USD 36.3 k +561 +5%
Diversify Advisory Services
127
Diversify Advisory Services
Utah
USD 765 k +USD 749 k +11,569 Nuevas
GGM Financials
128
GGM Financials
Ohio
USD 738 k +USD 688 k +10,628 Nuevas
CoreCap Advisors
129
CoreCap Advisors
Michigan
USD 729 k +USD 259 +4 +0%
One Wealth Capital Management
130
One Wealth Capital Management
Arizona
USD 724 k +USD 29.1 k +449 +5%
Navigation Group
131
Navigation Group
California
USD 719 k -USD 7.25 k -112 -1%
JMNC
132
J. Mark Nickell & Co
Tennessee
USD 709 k +USD 297 k +4,594 Nuevas
Keystone Financial Services (Colorado)
133
Keystone Financial Services (Colorado)
Colorado
USD 707 k +USD 28.5 k +441 +5%
eCIO Inc
134
eCIO Inc
Wisconsin
USD 702 k -USD 80.4 k -1,242 -11%
Brookstone Capital Management
135
Brookstone Capital Management
Illinois
USD 688 k – – –
Advisory Services Network
136
Advisory Services Network
Georgia
USD 676 k +USD 28.5 k +441 +5%
EverSource Wealth Advisors
137
EverSource Wealth Advisors
Alabama
USD 638 k +USD 62 k +958 +12%
Valmark Advisers
138
Valmark Advisers
Ohio
USD 633 k – – –
Lifelong Wealth Advisors
139
Lifelong Wealth Advisors
Minnesota
USD 625 k +USD 44.5 k +688 +8%
WealthGarden F.S.
140
WealthGarden F.S.
California
USD 619 k +USD 7.38 k +114 +1%
GTS Financial
141
GTS Financial
Minnesota
USD 619 k +USD 126 k +1,950 +20%
Gateway Wealth Partners
142
Gateway Wealth Partners
Wisconsin
USD 606 k -USD 487 k -7,523 -46%
West Wealth Group
143
West Wealth Group
California
USD 598 k +USD 2.2 k +34 +0.4%
LifePlan Investment Advisors
144
LifePlan Investment Advisors
North Carolina
USD 584 k -USD 57.4 k -887 -10%
Penobscot Wealth Management
145
Penobscot Wealth Management
Maine
USD 580 k +USD 120 k +1,861 +29%
Hoxton Planning & Management
146
Hoxton Planning & Management
West Virginia
USD 569 k +USD 51.1 k +789 +11%
Alesco Advisors
147
Alesco Advisors
New York
USD 562 k – – –
RCS Financial Planning
148
RCS Financial Planning
Maryland
USD 560 k -USD 50.1 k -774 -9%
SFMG
149
Sage Financial Management Group
Virginia
USD 553 k +USD 19.9 k +308 +4%
Sound View Wealth Advisors Group
150
Sound View Wealth Advisors Group
Georgia
USD 552 k -USD 15.6 k -241 -3%
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