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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
Navalign LLC
76
Navalign LLC
California
USD 506 k – – –
Confluence Wealth Services
77
Confluence Wealth Services
Pennsylvania
USD 504 k +USD 10.4 k +189 +2%
Cahaba Wealth Management
78
Cahaba Wealth Management
Georgia
USD 495 k +USD 482 k +8,720 Nuevas
NewEdge Advisors
79
NewEdge Advisors
Louisiana
USD 490 k +USD 78.8 k +1,425 +20%
D.J. St. Germain
80
D.J. St. Germain
Massachusetts
USD 434 k – – –
Wingate Wealth Advisors
81
Wingate Wealth Advisors
Massachusetts
USD 417 k +USD 166 +3 +0%
Sigma Planning Corp
82
Sigma Planning Corp
Michigan
USD 413 k +USD 55 +1 +0%
Voisard Asset Management Group
83
Voisard Asset Management Group
Michigan
USD 408 k -USD 2.1 k -38 -0.5%
Ellenbecker Investment Group
84
Ellenbecker Investment Group
Wisconsin
USD 408 k +USD 1.66 k +30 +0.4%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
USD 403 k – – –
Gainline Financial Partners
86
Gainline Financial Partners
Colorado
USD 392 k +USD 382 k +6,904 Nuevas
Peak Retirement Planning
87
Peak Retirement Planning
Ohio
USD 391 k +USD 109 k +1,975 +40%
Pettinga Financial Advisors
88
Pettinga Financial Advisors
Indiana
USD 390 k – – –
Curtis Advisory Group
89
Curtis Advisory Group
California
USD 385 k -USD 76.9 k -1,392 -17%
Corient Private Wealth
90
Corient Private Wealth
Florida
USD 375 k +USD 332 +6 +0.1%
Vise Technologies
91
Vise Technologies
New York
USD 375 k +USD 365 k +6,602 Nuevas
Montecito Bank & Trust
92
Montecito Bank & Trust
California
USD 361 k – – –
Dakota Wealth Management
93
Dakota Wealth Management
Florida
USD 361 k +USD 774 +14 +0.2%
Gray Private Wealth
94
Gray Private Wealth
Massachusetts
USD 357 k – – –
Elwood & Goetz Wealth Advisory Group
95
Elwood & Goetz Wealth Advisory Group
Georgia
USD 353 k +USD 62.7 k +1,135 +22%
The Wealth Group
96
The Wealth Group
Minnesota
USD 349 k +USD 32 k +579 +10%
Morgan Stanley
97
Morgan Stanley
New York
USD 348 k -USD 6.75 M -122,195 -95%
Cary Street Partners
98
Cary Street Partners
Virginia
USD 347 k +USD 276 +5 +0.1%
Crane Advisory
99
Crane Advisory
California
USD 331 k -USD 26.6 k -481 -8%
Armor Investment Advisors
100
Armor Investment Advisors
North Carolina
USD 324 k -USD 8.9 k -161 -3%
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