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iShares ESG Screened S&P Mid-Cap ETF
XJH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Hilltop Wealth Advisors
26
Hilltop Wealth Advisors
North Carolina
USD 2.18 M -USD 102 k -2,053 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
USD 2.16 M +USD 319 k +6,442 +18%
Creative Planning
28
Creative Planning
Kansas
USD 2.15 M -USD 11.5 k -233 -0.6%
SLG
29
Sanchez Levi Garrett
USD 2.14 M -USD 58 k -1,174 -3%
Robertson Stephens Wealth Management
30
Robertson Stephens Wealth Management
California
USD 1.88 M +USD 118 k +2,386 +7%
Gould Asset Management
31
Gould Asset Management
California
USD 1.88 M +USD 94.2 k +1,905 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
USD 1.82 M +USD 25 k +505 +1%
Sage Financial Group
33
Sage Financial Group
Pennsylvania
USD 1.75 M +USD 101 k +2,044 +6%
Bank of New York Mellon
34
Bank of New York Mellon
New York
USD 1.7 M +USD 46.9 k +949 +3%
RTD Financial Advisors
35
RTD Financial Advisors
Pennsylvania
USD 1.67 M +USD 643 +13 +0%
Biltmore Family Office
36
Biltmore Family Office
North Carolina
USD 1.63 M – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
USD 1.58 M +USD 192 k +3,890 +15%
Trilogy Capital
38
Trilogy Capital
California
USD 1.57 M +USD 72.5 k +1,467 +5%
Balanced Rock Investment Advisors
39
Balanced Rock Investment Advisors
Massachusetts
USD 1.54 M -USD 305 k -6,170 -17%
HighTower Advisors
40
HighTower Advisors
Illinois
USD 1.48 M -USD 116 k -2,354 -8%
Corient Private Wealth
41
Corient Private Wealth
Florida
USD 1.45 M +USD 89 k +1,801 +7%
SageView Advisory Group
42
SageView Advisory Group
California
USD 1.35 M -USD 1.43 k -29 -0.1%
EFM
43
Eley Financial Management
Vermont
USD 1.27 M +USD 160 k +3,238 +15%
Eastern Bank
44
Eastern Bank
Massachusetts
USD 1.26 M -USD 13.2 M -267,970 -92%
Steward Partners Investment Advisory
45
Steward Partners Investment Advisory
New York
USD 1.25 M -USD 70.7 k -1,429 -6%
D.A. Davidson & Co
46
D.A. Davidson & Co
Montana
USD 1.25 M -USD 33 k -667 -3%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
USD 1.25 M +USD 1.19 M +24,000 Nuevas
Affiance Financial
48
Affiance Financial
Minnesota
USD 1.24 M -USD 45.6 k -923 -4%
Coldstream Capital Management
49
Coldstream Capital Management
Washington
USD 1.21 M -USD 9.44 k -191 -0.8%
Shira Ridge Wealth Management
50
Shira Ridge Wealth Management
California
USD 1.19 M -USD 39.8 k -805 -3%
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