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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
Choate Investment Advisors
126
Choate Investment Advisors
Massachusetts
USD 201 k +USD 196 k +3,542 Nuevas
Clearstead Advisors
127
Clearstead Advisors
Ohio
USD 187 k +USD 182 k +3,286 Nuevas
Smartleaf Asset Management
128
Smartleaf Asset Management
Massachusetts
USD 185 k – – –
Mogy Joel R Investment Counsel
129
Mogy Joel R Investment Counsel
California
USD 180 k -USD 9.7 k -175 -5%
Fidelity Investments
130
Fidelity Investments
Massachusetts
USD 172 k +USD 21.1 k +382 +14%
AIA
131
Arcadia Investment Advisors
Idaho
USD 158 k – – –
Wells Fargo
132
Wells Fargo
California
USD 156 k +USD 9.7 k +176 +7%
Smithfield Trust
133
Smithfield Trust
Pennsylvania
USD 153 k -USD 19.1 k -345 -11%
Millstone Evans Group
134
Millstone Evans Group
Colorado
USD 139 k +USD 1.27 k +23 +0.9%
O'Shaughnessy Asset Management
135
O'Shaughnessy Asset Management
Connecticut
USD 133 k +USD 129 k +2,339 Nuevas
VSM Wealth Advisory
136
VSM Wealth Advisory
Maryland
USD 109 k – – –
Abound Wealth Management
137
Abound Wealth Management
Tennessee
USD 95.6 k +USD 93 k +1,683 Nuevas
Redwood Park Advisors
138
Redwood Park Advisors
California
USD 94.2 k +USD 166 +3 +0.2%
Steward Partners Investment Advisory
139
Steward Partners Investment Advisory
New York
USD 90.8 k +USD 1.66 k +30 +2%
Ashton Thomas Private Wealth
140
Ashton Thomas Private Wealth
Arizona
USD 89 k – – –
AssetMark Inc
141
AssetMark Inc
California
USD 88.4 k +USD 5.53 k +100 +7%
StrongBox Wealth
142
StrongBox Wealth
Missouri
USD 79.2 k +USD 77.1 k +1,395 Nuevas
Eastern Bank
143
Eastern Bank
Massachusetts
USD 73.3 k -USD 194 k -3,509 -73%
Tidemark
144
Tidemark
California
USD 65.6 k -USD 7.85 k -142 -11%
Hanson & Doremus Investment Management
145
Hanson & Doremus Investment Management
Vermont
USD 52 k -USD 387 -7 -0.8%
Federation des caisses Desjardins du Quebec
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 36.8 k – – –
Oakmont Advisory Group
147
Oakmont Advisory Group
New Mexico
USD 35.2 k +USD 34.3 k +620 Nuevas
Carolina Wealth Advisors
148
Carolina Wealth Advisors
South Carolina
USD 28 k – – –
Rossby Financial
149
Rossby Financial
Florida
USD 27.7 k +USD 442 +8 +2%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
USD 25.8 k +USD 9.7 k +175 +63%
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