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ícone de DSI

iShares MSCI KLD 400 Social ETF
DSI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Caldwell Trust
551
Caldwell Trust
Florida
US$ 171 mil – – –
Portfolio Resources Advisor Group
552
Portfolio Resources Advisor Group
Florida
US$ 169 mil +US$ 25,6 mil +187 +19%
TD Capital Management
553
TD Capital Management
Tennessee
US$ 164 mil +US$ 274 +2 +0,2%
Bessemer Group
554
Bessemer Group
New Jersey
US$ 164 mil -US$ 6,72 mil -49 -4%
Ancora Advisors
555
Ancora Advisors
Ohio
US$ 164 mil – – –
Princeton Global Asset Management
556
Princeton Global Asset Management
New Jersey
US$ 163 mil +US$ 1,92 mil +14 +1%
Huntington National Bank
557
Huntington National Bank
Ohio
US$ 156 mil – – –
FP
558
Financial Perspectives
Minnesota
US$ 155 mil +US$ 274 +2 +0,2%
Founders Financial Alliance
559
Founders Financial Alliance
North Carolina
US$ 148 mil +US$ 142 mil +1.038 Nova
DHJJ Financial Advisors
560
DHJJ Financial Advisors
Illinois
US$ 137 mil – – –
Abound Financial
561
Abound Financial
California
US$ 134 mil – – –
Evolution Wealth Management
562
Evolution Wealth Management
Florida
US$ 132 mil +US$ 36,7 mil +268 +41%
Physician Wealth Advisors
563
Physician Wealth Advisors
Utah
US$ 131 mil +US$ 9,7 mil +71 +8%
Larson Financial Group
564
Larson Financial Group
Missouri
US$ 130 mil +US$ 30,3 mil +221 +32%
Parallel Advisors
565
Parallel Advisors
California
US$ 126 mil +US$ 60,4 mil +441 +100%
IFG Advisory
566
IFG Advisory
Georgia
US$ 115 mil +US$ 110 mil +806 Nova
TIAA Trust, National Association
567
TIAA Trust, National Association
North Carolina
US$ 105 mil -US$ 36,3 mil -265 -27%
Institute for Wealth Management
568
Institute for Wealth Management
Colorado
US$ 105 mil +US$ 101 mil +735 Nova
Asset Dedication LLC
569
Asset Dedication LLC
California
US$ 102 mil -US$ 2,33 mil -17 -2%
Glassman Wealth Services
570
Glassman Wealth Services
Virginia
US$ 102 mil +US$ 98 mil +715 Nova
Atlantic Union Bankshares
571
Atlantic Union Bankshares
Virginia
US$ 100 mil – – –
Highland Investment Advisors
572
Highland Investment Advisors
Florida
US$ 93,7 mil +US$ 90,2 mil +658 Nova
Pittenger & Anderson Inc
573
Pittenger & Anderson Inc
Nebraska
US$ 91,8 mil – – –
Fedenia Advisers
574
Fedenia Advisers
Wisconsin
US$ 91,8 mil +US$ 88,4 mil +645 Nova
Private Trust Company
575
Private Trust Company
Ohio
US$ 86,3 mil – – –
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