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ícone de DSI

iShares MSCI KLD 400 Social ETF
DSI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Carret Asset Management
351
Carret Asset Management
New York
US$ 541 mil – – –
Vanguard Personalized Indexing Management
352
Vanguard Personalized Indexing Management
California
US$ 535 mil – – –
Verus Capital Partners
353
Verus Capital Partners
Arizona
US$ 534 mil +US$ 548 +4 +0,1%
Onyx Bridge Wealth Group
354
Onyx Bridge Wealth Group
New York
US$ 533 mil – – –
Argent Trust Co
355
Argent Trust Co
Tennessee
US$ 533 mil – – –
Close Asset Management
356
Close Asset Management
United Kingdom
US$ 529 mil – – –
UBS AM
357
UBS AM
Illinois
US$ 526 mil -US$ 137 -1 -0%
Landaas & Company
358
Landaas & Company
Wisconsin
US$ 525 mil +US$ 57 mil +416 +13%
Laird Norton Wetherby Trust Company
359
Laird Norton Wetherby Trust Company
Washington
US$ 522 mil +US$ 503 mil +3.668 Nova
Walkner Condon Financial Advisors
360
Walkner Condon Financial Advisors
Wisconsin
US$ 521 mil -US$ 4,25 mil -31 -0,8%
Tennessee Valley Asset Management Partners
361
Tennessee Valley Asset Management Partners
Tennessee
US$ 511 mil +US$ 548 +4 +0,1%
Oregon Pacific Wealth Management
362
Oregon Pacific Wealth Management
Oregon
US$ 509 mil -US$ 27,1 mil -198 -5%
Envision Financial
363
Envision Financial
Wisconsin
US$ 508 mil -US$ 110 mil -803 -18%
West Wealth Group
364
West Wealth Group
California
US$ 506 mil -US$ 29,5 mil -215 -6%
MYeCFO
365
MYeCFO
California
US$ 498 mil – – –
AE Wealth Management
366
AE Wealth Management
Kansas
US$ 492 mil +US$ 147 mil +1.072 +45%
Well Done LLC
367
Well Done LLC
Michigan
US$ 492 mil -US$ 10 mil -73 -2%
W.H. Cornerstone Investments
368
W.H. Cornerstone Investments
Massachusetts
US$ 489 mil +US$ 4,8 mil +35 +1%
Nuveen
369
Nuveen
North Carolina
US$ 486 mil +US$ 467 mil +3.410 Nova
Beacon Financial Group
370
Beacon Financial Group
Texas
US$ 483 mil -US$ 2,19 mil -16 -0,5%
Sovereign Financial Group
371
Sovereign Financial Group
Connecticut
US$ 480 mil +US$ 47,7 mil +348 +12%
Heck Capital Advisors
372
Heck Capital Advisors
Wisconsin
US$ 479 mil -US$ 12,3 mil -90 -3%
Traveka Wealth
373
Traveka Wealth
California
US$ 478 mil +US$ 59,9 mil +437 +15%
Essential Planning
374
Essential Planning
New Hampshire
US$ 478 mil +US$ 5,89 mil +43 +1%
Arkadios Wealth Advisors
375
Arkadios Wealth Advisors
Georgia
US$ 478 mil -US$ 39,2 mil -286 -8%
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