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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
MML Investors Services
51
MML Investors Services
Massachusetts
USD 360 k +USD 77.2 k +1,593 +30%
Valeo Financial Advisors
52
Valeo Financial Advisors
Indiana
USD 351 k – – –
Heck Capital Advisors
53
Heck Capital Advisors
Wisconsin
USD 341 k -USD 7.85 k -162 -2%
PFG Investments
54
PFG Investments
New York
USD 340 k +USD 9.35 k +193 +3%
Legacy Edge Advisors
55
Legacy Edge Advisors
New York
USD 315 k -USD 14 k -288 -5%
Mission Wealth Management
56
Mission Wealth Management
California
USD 301 k – – –
Horizon Wealth Management
57
Horizon Wealth Management
Illinois
USD 298 k +USD 273 k +5,643 Nuevas
Savant Capital
58
Savant Capital
Illinois
USD 295 k -USD 97 -2 -0%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
USD 284 k +USD 6.74 k +139 +3%
Veracity Capital
60
Veracity Capital
Georgia
USD 258 k +USD 237 k +4,884 Nuevas
Tribridge Partners Financial
61
Tribridge Partners Financial
Maryland
USD 224 k +USD 211 k +4,352 Nuevas
Stratos Wealth Partners
62
Stratos Wealth Partners
Ohio
USD 208 k +USD 191 k +3,942 Nuevas
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
USD 202 k – – –
Smithfield Trust
64
Smithfield Trust
Pennsylvania
USD 195 k – – –
Birchwood Financial Partners
65
Birchwood Financial Partners
Minnesota
USD 160 k +USD 51.6 k +1,064 +54%
Steward Partners Investment Advisory
66
Steward Partners Investment Advisory
New York
USD 158 k – – –
William Blair & Company
67
William Blair & Company
Illinois
USD 145 k – – –
Cherry Tree Wealth Management
68
Cherry Tree Wealth Management
Minnesota
USD 124 k +USD 28.2 k +581 +33%
MCF Advisors
69
MCF Advisors
Kentucky
USD 120 k – – –
Milestone Investment Advisors
70
Milestone Investment Advisors
Wisconsin
USD 114 k – – –
GGM Financials
71
GGM Financials
Ohio
USD 106 k +USD 97 k +2,002 Nuevas
Global Retirement Partners
72
Global Retirement Partners
California
USD 103 k +USD 94.8 k +1,956 Nuevas
Farther Finance Advisors
73
Farther Finance Advisors
California
USD 78.3 k – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
USD 70.8 k -USD 145 -3 -0.2%
RL
75
Rogco LP
Oklahoma
USD 70.6 k – – –
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