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iShares ESG Screened S&P Small-Cap ETF
XJR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
D.A. Davidson & Co
26
D.A. Davidson & Co
Montana
USD 706 k +USD 2.28 k +47 +0.4%
EFM
27
Eley Financial Management
Vermont
USD 696 k -USD 20.7 k -428 -3%
Raymond James Financial
28
Raymond James Financial
Florida
USD 673 k -USD 91.2 k -1,881 -13%
HeadInvest LLC
29
HeadInvest LLC
Maine
USD 660 k – – –
Cambridge Financial Group (Arizona)
30
Cambridge Financial Group (Arizona)
Arizona
USD 641 k – – –
Lido Advisors
31
Lido Advisors
California
USD 615 k +USD 52.3 k +1,080 +10%
Birchbrook
32
Birchbrook
Maine
USD 613 k -USD 12.7 k -262 -2%
Jane Street
33
Jane Street
New York
USD 604 k +USD 555 k +11,444 Nuevas
Goldman Sachs
34
Goldman Sachs
New York
USD 600 k -USD 824 -17 -0.1%
Asset Dedication LLC
35
Asset Dedication LLC
California
USD 567 k – – –
Robertson Stephens Wealth Management
36
Robertson Stephens Wealth Management
California
USD 555 k +USD 18.6 k +383 +4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
USD 552 k +USD 25.9 k +535 +5%
Tarbox Family Office
38
Tarbox Family Office
California
USD 528 k +USD 116 k +2,399 +32%
MAI Capital Management
39
MAI Capital Management
Ohio
USD 521 k +USD 242 +5 +0.1%
DeDora Capital
40
DeDora Capital
California
USD 520 k +USD 17.8 k +368 +4%
Gould Asset Management
41
Gould Asset Management
California
USD 509 k +USD 24 k +495 +5%
Ellenbecker Investment Group
42
Ellenbecker Investment Group
Wisconsin
USD 500 k +USD 460 k +9,484 Nuevas
Private Advisor Group
43
Private Advisor Group
New Jersey
USD 440 k -USD 24.1 k -498 -6%
Osaic Holdings
44
Osaic Holdings
Arizona
USD 430 k +USD 38 k +784 +11%
Balanced Rock Investment Advisors
45
Balanced Rock Investment Advisors
Massachusetts
USD 423 k -USD 52.8 k -1,089 -12%
SFC
46
Sprinkle Financial Consultants
Colorado
USD 417 k +USD 1.16 k +24 +0.3%
NorthRock Partners
47
NorthRock Partners
Minnesota
USD 402 k +USD 12.6 k +261 +4%
Armbruster Capital Management
48
Armbruster Capital Management
New York
USD 398 k +USD 9.21 k +190 +3%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
USD 395 k +USD 82 k +1,693 +29%
Bartlett & Co Wealth Management
50
Bartlett & Co Wealth Management
Ohio
USD 361 k +USD 98.1 k +2,025 +42%
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