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icono de XJR

iShares ESG Screened S&P Small-Cap ETF
XJR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 6.83 M +USD 6.27 M +129,428 Nuevas
KeyBank National Association
2
KeyBank National Association
Ohio
USD 5.78 M +USD 639 k +13,187 +14%
Bailard
3
Bailard
California
USD 4.49 M +USD 334 k +6,895 +9%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
USD 4.09 M -USD 729 k -15,033 -16%
LPL Financial
5
LPL Financial
California
USD 3.96 M +USD 732 k +15,095 +25%
IWA
6
Invera Wealth Advisors
Oregon
USD 3.07 M +USD 206 k +4,249 +8%
HFA
7
Highland Financial Advisors
New Jersey
USD 3.03 M +USD 305 k +6,301 +12%
Franklin Resources
8
Franklin Resources
California
USD 2.94 M – – –
Brown Advisory
9
Brown Advisory
Maryland
USD 2.24 M +USD 557 k +11,496 +37%
Biltmore Family Office
10
Biltmore Family Office
North Carolina
USD 1.69 M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
USD 1.54 M +USD 4.85 k +100 +0.3%
Flow Traders U.S.
12
Flow Traders U.S.
New York
USD 1.36 M +USD 1.25 M +25,729 Nuevas
Creative Planning
13
Creative Planning
Kansas
USD 1.35 M +USD 28.7 k +593 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
USD 946 k +USD 869 k +17,940 Nuevas
SageView Advisory Group
15
SageView Advisory Group
California
USD 926 k +USD 2.71 k +56 +0.3%
JNBA Financial Advisors
16
JNBA Financial Advisors
Minnesota
USD 920 k -USD 460 k -9,502 -35%
APW
17
Atlantic Private Wealth
North Carolina
USD 870 k +USD 48 +1 +0%
Advisory Services Network
18
Advisory Services Network
Georgia
USD 853 k +USD 60.4 k +1,247 +8%
Pathway Financial Advisors
19
Pathway Financial Advisors
Vermont
USD 848 k +USD 197 k +4,064 +33%
Quantinno Capital Management
20
Quantinno Capital Management
New York
USD 835 k – – –
Magnus Financial Group
21
Magnus Financial Group
New York
USD 784 k -USD 18.9 k -391 -3%
MainStreet Investment Advisors
22
MainStreet Investment Advisors
Illinois
USD 775 k -USD 23 k -475 -3%
MassMutual Private Wealth & Trust
23
MassMutual Private Wealth & Trust
Connecticut
USD 774 k -USD 24.2 k -500 -3%
BWG
24
Beta Wealth Group
California
USD 755 k +USD 485 +10 +0.1%
EP Wealth Advisors
25
EP Wealth Advisors
California
USD 709 k -USD 135 k -2,786 -17%
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