で公開中です! 詳しく見る
XVVのアイコン

iShares ESG Screened S&P 500 ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Navalign LLC
76
Navalign LLC
California
$50.6万 – – –
Confluence Wealth Services
77
Confluence Wealth Services
Pennsylvania
$50.4万 +$1.04万 +189 +2%
Cahaba Wealth Management
78
Cahaba Wealth Management
Georgia
$49.5万 +$48.2万 +8,720 新規
NewEdge Advisors
79
NewEdge Advisors
Louisiana
$49万 +$7.88万 +1,425 +20%
D.J. St. Germain
80
D.J. St. Germain
Massachusetts
$43.4万 – – –
Wingate Wealth Advisors
81
Wingate Wealth Advisors
Massachusetts
$41.7万 +$166 +3 +0%
Sigma Planning Corp
82
Sigma Planning Corp
Michigan
$41.3万 +$55 +1 +0%
Voisard Asset Management Group
83
Voisard Asset Management Group
Michigan
$40.8万 -$2,101 -38 -0.5%
Ellenbecker Investment Group
84
Ellenbecker Investment Group
Wisconsin
$40.8万 +$1,658 +30 +0.4%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$40.3万 – – –
Gainline Financial Partners
86
Gainline Financial Partners
Colorado
$39.2万 +$38.2万 +6,904 新規
Peak Retirement Planning
87
Peak Retirement Planning
Ohio
$39.1万 +$10.9万 +1,975 +40%
Pettinga Financial Advisors
88
Pettinga Financial Advisors
Indiana
$39万 – – –
Curtis Advisory Group
89
Curtis Advisory Group
California
$38.5万 -$7.69万 -1,392 -17%
Corient Private Wealth
90
Corient Private Wealth
Florida
$37.5万 +$332 +6 +0.1%
Vise Technologies
91
Vise Technologies
New York
$37.5万 +$36.5万 +6,602 新規
Montecito Bank & Trust
92
Montecito Bank & Trust
California
$36.1万 – – –
Dakota Wealth Management
93
Dakota Wealth Management
Florida
$36.1万 +$774 +14 +0.2%
Gray Private Wealth
94
Gray Private Wealth
Massachusetts
$35.7万 – – –
Elwood & Goetz Wealth Advisory Group
95
Elwood & Goetz Wealth Advisory Group
Georgia
$35.3万 +$6.27万 +1,135 +22%
The Wealth Group
96
The Wealth Group
Minnesota
$34.9万 +$3.2万 +579 +10%
Morgan Stanley
97
Morgan Stanley
New York
$34.8万 -$675万 -122,195 -95%
Cary Street Partners
98
Cary Street Partners
Virginia
$34.7万 +$276 +5 +0.1%
Crane Advisory
99
Crane Advisory
California
$33.1万 -$2.66万 -481 -8%
Armor Investment Advisors
100
Armor Investment Advisors
North Carolina
$32.4万 -$8,900 -161 -3%