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icono de XVV

iShares ESG Screened S&P 500 ETF
XVV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wick Capital Partners
26
Wick Capital Partners
Pennsylvania
USD 1.71 M -USD 719 -13 -0%
Retirement Capital Strategies
27
Retirement Capital Strategies
California
USD 1.71 M +USD 814 k +14,725 +96%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
USD 1.67 M +USD 77.9 k +1,409 +5%
JP Morgan Chase
29
JP Morgan Chase
New York
USD 1.65 M -USD 182 k -3,285 -10%
Napier Financial
30
Napier Financial
Massachusetts
USD 1.63 M -USD 8.46 k -153 -0.5%
Financial Council
31
Financial Council
Maryland
USD 1.6 M -USD 15.1 k -274 -1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
USD 1.58 M +USD 44.4 k +803 +3%
Tarbox Family Office
33
Tarbox Family Office
California
USD 1.56 M +USD 677 k +12,242 +81%
NerdWallet Wealth Partners
34
NerdWallet Wealth Partners
New York
USD 1.53 M +USD 251 k +4,544 +20%
MML Investors Services
35
MML Investors Services
Massachusetts
USD 1.44 M +USD 155 k +2,804 +12%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
USD 1.33 M +USD 18.1 k +327 +1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
USD 1.31 M +USD 1.27 M +23,020 Nuevas
Cornerstone Financial Management
38
Cornerstone Financial Management
Massachusetts
USD 1.23 M +USD 149 k +2,699 +14%
Apollon Wealth Management
39
Apollon Wealth Management
South Carolina
USD 1.15 M -USD 5.69 k -103 -0.5%
Cresset Asset Management
40
Cresset Asset Management
Illinois
USD 1.08 M +USD 12.8 k +231 +1%
Mariner
41
Mariner
Kansas
USD 1.05 M +USD 43.9 k +795 +5%
Human Investing
42
Human Investing
Oregon
USD 996 k -USD 12.3 k -223 -1%
Sage Mountain Advisors
43
Sage Mountain Advisors
Georgia
USD 987 k – – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
USD 977 k +USD 69.3 k +1,253 +8%
Prosperity Consulting Group
45
Prosperity Consulting Group
Maryland
USD 969 k +USD 166 k +2,995 +21%
M&T Bank
46
M&T Bank
New York
USD 934 k +USD 909 k +16,452 Nuevas
Kestra Advisory Services
47
Kestra Advisory Services
Texas
USD 922 k -USD 80.8 k -1,462 -8%
Sound Stewardship
48
Sound Stewardship
Kansas
USD 913 k +USD 1.77 k +32 +0.2%
Magnus Financial Group
49
Magnus Financial Group
New York
USD 912 k -USD 130 k -2,345 -13%
Heritage Family Offices
50
Heritage Family Offices
Arizona
USD 890 k +USD 866 k +15,668 Nuevas
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