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icono de XJH

iShares ESG Screened S&P Mid-Cap ETF
XJH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MAI Capital Management
101
MAI Capital Management
Ohio
USD 396 k +USD 20.8 k +421 +6%
Tribridge Partners Financial
102
Tribridge Partners Financial
Maryland
USD 384 k -USD 6.23 k -126 -2%
MA
103
Mutual Advisors
Nebraska
USD 382 k +USD 110 k +2,227 +44%
Asset Dedication LLC
104
Asset Dedication LLC
California
USD 380 k +USD 20.6 k +416 +6%
Cantor Fitzgerald Investment Advisors
105
Cantor Fitzgerald Investment Advisors
New York
USD 361 k -USD 4.05 k -82 -1%
Cape Ann Savings Bank
106
Cape Ann Savings Bank
Massachusetts
USD 349 k +USD 28.7 k +580 +9%
Joel Adams & Associates
107
Joel Adams & Associates
North Carolina
USD 331 k -USD 5.98 k -121 -2%
Jane Street
108
Jane Street
New York
USD 325 k -USD 751 k -15,182 -71%
Lodestar Private Asset Management
109
Lodestar Private Asset Management
California
USD 324 k +USD 21 k +425 +7%
Impact Investors
110
Impact Investors
California
USD 309 k -USD 46.7 k -945 -14%
Capital Advantage
111
Capital Advantage
California
USD 289 k +USD 544 +11 +0.2%
Heritage Family Offices
112
Heritage Family Offices
Arizona
USD 288 k +USD 274 k +5,532 Nuevas
Pacific Excel Wealth Advisors
113
Pacific Excel Wealth Advisors
California
USD 288 k +USD 274 k +5,532 Nuevas
Belpointe Asset Management
114
Belpointe Asset Management
Nevada
USD 287 k -USD 172 k -3,474 -39%
Fortis Capital Advisors
115
Fortis Capital Advisors
Kansas
USD 287 k -USD 172 k -3,474 -39%
McCarter Private Wealth Services
116
McCarter Private Wealth Services
Massachusetts
USD 287 k -USD 172 k -3,474 -39%
Horizon Wealth Management
117
Horizon Wealth Management
Illinois
USD 285 k +USD 271 k +5,473 Nuevas
Sigma Planning Corp
118
Sigma Planning Corp
Michigan
USD 285 k +USD 270 k +5,461 Nuevas
Marshall & Sterling Wealth Advisors
119
Marshall & Sterling Wealth Advisors
New York
USD 284 k +USD 3.02 k +61 +1%
Optas LLC
120
Optas LLC
Texas
USD 283 k -USD 293 k -5,932 -52%
Peak Retirement Planning
121
Peak Retirement Planning
Ohio
USD 281 k +USD 266 k +5,389 Nuevas
Financial Council
122
Financial Council
Maryland
USD 270 k +USD 148 +3 +0.1%
Sound Stewardship
123
Sound Stewardship
Kansas
USD 268 k -USD 2.18 k -44 -0.8%
TPG Financial Advisors
124
TPG Financial Advisors
Oregon
USD 265 k -USD 13.1 k -265 -5%
Freedom Financial Partners
125
Freedom Financial Partners
Minnesota
USD 257 k -USD 43.3 k -876 -15%
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5
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