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iShares ESG Screened S&P Mid-Cap ETF
XJH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Meramec Financial Planners
176
Meramec Financial Planners
Missouri
USD 28.3 k – – –
BlackRock
177
BlackRock
New York
USD 22.3 k – – –
Key Financial Inc
178
Key Financial Inc
Pennsylvania
USD 17.2 k – – –
Deutsche Bank
179
Deutsche Bank
Germany
USD 16.9 k -USD 11.1 k -225 -41%
Three Bearings Fiduciary Advisors
180
Three Bearings Fiduciary Advisors
New Hampshire
USD 15 k – – –
1 North Wealth Services
181
1 North Wealth Services
Maryland
USD 12.8 k – – –
Godfrey Financial Associates
182
Godfrey Financial Associates
New York
USD 11.3 k – – –
Redwood Park Advisors
183
Redwood Park Advisors
California
USD 11.1 k – – –
IFP Advisors
184
IFP Advisors
Florida
USD 10.9 k -USD 2.03 k -41 -16%
Millstone Evans Group
185
Millstone Evans Group
Colorado
USD 7.46 k +USD 3.71 k +75 +110%
Allworth Financial
186
Allworth Financial
California
USD 6.48 k – – –
Milestone Investment Advisors
187
Milestone Investment Advisors
Wisconsin
USD 6.26 k – – –
Triumph Capital Management
188
Triumph Capital Management
Colorado
USD 6.26 k – – –
Front Row Advisors
189
Front Row Advisors
California
USD 5.26 k – – –
Spire Wealth Management
190
Spire Wealth Management
Virginia
USD 4.38 k – – –
Community Bank
191
Community Bank
New York
USD 3.02 k – – –
AssetMark Inc
192
AssetMark Inc
California
USD 1.56 k +USD 49 +1 +3%
CBIZ Investment Advisory Services
193
CBIZ Investment Advisory Services
Ohio
USD 1.13 k – – –
AW
194
Avion Wealth
Texas
USD 1 k – – –
Pathfinder Wealth Consulting
195
Pathfinder Wealth Consulting
North Carolina
– -USD 250 k -5,504 Cerradas
Sax Wealth Advisors
196
Sax Wealth Advisors
New Jersey
– -USD 245 k -5,489 Cerradas
Clarity Asset Management
197
Clarity Asset Management
Iowa
– -USD 134 k -2,952 Cerradas
Corient IA
198
Corient IA
Florida
– -USD 40.8 k -900 Cerradas
WFA of San Diego
199
WFA of San Diego
California
– -USD 35.9 k -791 Cerradas
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
– -USD 6.29 k -140 Cerradas
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