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ícone de XVV

iShares ESG Screened S&P 500 ETF
XVV

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Pacific Excel Wealth Advisors
51
Pacific Excel Wealth Advisors
California
US$ 890 mil +US$ 866 mil +15.668 Nova
Ferguson Shapiro
52
Ferguson Shapiro
Georgia
US$ 848 mil +US$ 1,88 mil +34 +0,2%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
US$ 827 mil -US$ 404 mil -7.312 -33%
Highland Financial Advisors
54
Highland Financial Advisors
New Jersey
US$ 811 mil -US$ 143 mil -2.582 -15%
Savant Capital
55
Savant Capital
Illinois
US$ 714 mil – – –
SFC
56
Sprinkle Financial Consultants
Colorado
US$ 678 mil +US$ 1,49 mil +27 +0,2%
Colton Groome Financial Advisors
57
Colton Groome Financial Advisors
North Carolina
US$ 673 mil -US$ 109 mil -1.970 -14%
Emergent Wealth Advisors
58
Emergent Wealth Advisors
New York
US$ 660 mil – – –
Osaic Holdings
59
Osaic Holdings
Arizona
US$ 656 mil +US$ 157 mil +2.843 +33%
Asset Dedication LLC
60
Asset Dedication LLC
California
US$ 650 mil – – –
Cambridge Financial Group (Arizona)
61
Cambridge Financial Group (Arizona)
Arizona
US$ 650 mil – – –
RMR Wealth Builders
62
RMR Wealth Builders
New Jersey
US$ 628 mil +US$ 8,46 mil +153 +1%
Archer Investment Corporation
63
Archer Investment Corporation
Indiana
US$ 621 mil +US$ 19,7 mil +356 +3%
Bradley Foster & Sargent
64
Bradley Foster & Sargent
Connecticut
US$ 619 mil – – –
Integrated Wealth Concepts
65
Integrated Wealth Concepts
Massachusetts
US$ 611 mil – – –
Freedom Financial Partners
66
Freedom Financial Partners
Minnesota
US$ 585 mil -US$ 93,9 mil -1.699 -14%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
US$ 578 mil – – –
Veridan Wealth
68
Veridan Wealth
Oregon
US$ 577 mil -US$ 2,49 mil -45 -0,4%
Private Advisor Group
69
Private Advisor Group
New Jersey
US$ 563 mil +US$ 15,6 mil +283 +3%
KWB Wealth
70
KWB Wealth
California
US$ 561 mil +US$ 240 mil +4.347 +79%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
US$ 549 mil -US$ 1,18 mi -21.271 -69%
Tribridge Partners Financial
72
Tribridge Partners Financial
Maryland
US$ 546 mil +US$ 2,6 mil +47 +0,5%
Betterment LLC
73
Betterment LLC
New York
US$ 527 mil +US$ 774 +14 +0,2%
Black Diamond Financial
74
Black Diamond Financial
Maryland
US$ 526 mil – – –
Measured Risk Portfolios
75
Measured Risk Portfolios
California
US$ 514 mil – – –
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