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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
Sculati Wealth Management
101
Sculati Wealth Management
Michigan
USD 303 k +USD 295 k +5,332 Nuevas
Jane Street
102
Jane Street
New York
USD 299 k -USD 523 k -9,469 -64%
Whitegate Investment Counselors
103
Whitegate Investment Counselors
New Hampshire
USD 297 k +USD 10.4 k +188 +4%
Cora Capital Advisors
104
Cora Capital Advisors
New Jersey
USD 297 k – – –
Topel & Distasi Wealth Management
105
Topel & Distasi Wealth Management
California
USD 293 k -USD 4.59 k -83 -2%
Valeo Financial Advisors
106
Valeo Financial Advisors
Indiana
USD 287 k +USD 4.26 k +77 +2%
Timmons Wealth Management
107
Timmons Wealth Management
Massachusetts
USD 280 k -USD 6.74 k -122 -2%
Perigon Wealth Management
108
Perigon Wealth Management
California
USD 270 k -USD 9.29 k -168 -3%
Seeds Investor
109
Seeds Investor
New York
USD 257 k +USD 36.5 k +661 +17%
Global Retirement Partners
110
Global Retirement Partners
California
USD 240 k +USD 234 k +4,233 Nuevas
Archer Investment Management
111
Archer Investment Management
Texas
USD 239 k -USD 774 -14 -0.3%
US Bancorp
112
US Bancorp
Minnesota
USD 234 k – – –
UFAC
113
Urban Financial Advisory Corp
Illinois
USD 233 k +USD 227 k +4,101 Nuevas
William Blair & Company
114
William Blair & Company
Illinois
USD 231 k – – –
Townsend Asset Management
115
Townsend Asset Management
North Carolina
USD 227 k +USD 498 +9 +0.2%
Monument Capital Management
116
Monument Capital Management
Virginia
USD 224 k +USD 218 k +3,946 Nuevas
Ellis Investment Partners
117
Ellis Investment Partners
Pennsylvania
USD 224 k -USD 9.4 k -170 -4%
Horst & Graben Wealth Management
118
Horst & Graben Wealth Management
Oregon
USD 224 k – – –
Prosperity Planning
119
Prosperity Planning
Missouri
USD 221 k +USD 215 k +3,886 Nuevas
Grove Bank & Trust
120
Grove Bank & Trust
Florida
USD 219 k – – –
Destination Wealth Management
121
Destination Wealth Management
California
USD 219 k +USD 213 k +3,848 Nuevas
Selective Wealth Management
122
Selective Wealth Management
Virginia
USD 218 k +USD 213 k +3,845 Nuevas
Zhang Financial
123
Zhang Financial
Michigan
USD 215 k +USD 209 k +3,786 Nuevas
Walkner Condon Financial Advisors
124
Walkner Condon Financial Advisors
Wisconsin
USD 206 k +USD 200 k +3,621 Nuevas
MATAURO
125
MATAURO
New York
USD 204 k +USD 199 k +3,593 Nuevas
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