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ícone de XVV

iShares ESG Screened S&P 500 ETF
XVV

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Navalign LLC
76
Navalign LLC
California
US$ 506 mil – – –
Confluence Wealth Services
77
Confluence Wealth Services
Pennsylvania
US$ 504 mil +US$ 10,4 mil +189 +2%
Cahaba Wealth Management
78
Cahaba Wealth Management
Georgia
US$ 495 mil +US$ 482 mil +8.720 Nova
NewEdge Advisors
79
NewEdge Advisors
Louisiana
US$ 490 mil +US$ 78,8 mil +1.425 +20%
D.J. St. Germain
80
D.J. St. Germain
Massachusetts
US$ 434 mil – – –
Wingate Wealth Advisors
81
Wingate Wealth Advisors
Massachusetts
US$ 417 mil +US$ 166 +3 +0%
Sigma Planning Corp
82
Sigma Planning Corp
Michigan
US$ 413 mil +US$ 55 +1 +0%
Voisard Asset Management Group
83
Voisard Asset Management Group
Michigan
US$ 408 mil -US$ 2,1 mil -38 -0,5%
Ellenbecker Investment Group
84
Ellenbecker Investment Group
Wisconsin
US$ 408 mil +US$ 1,66 mil +30 +0,4%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
US$ 403 mil – – –
Gainline Financial Partners
86
Gainline Financial Partners
Colorado
US$ 392 mil +US$ 382 mil +6.904 Nova
Peak Retirement Planning
87
Peak Retirement Planning
Ohio
US$ 391 mil +US$ 109 mil +1.975 +40%
Pettinga Financial Advisors
88
Pettinga Financial Advisors
Indiana
US$ 390 mil – – –
Curtis Advisory Group
89
Curtis Advisory Group
California
US$ 385 mil -US$ 76,9 mil -1.392 -17%
Corient Private Wealth
90
Corient Private Wealth
Florida
US$ 375 mil +US$ 332 +6 +0,1%
Vise Technologies
91
Vise Technologies
New York
US$ 375 mil +US$ 365 mil +6.602 Nova
Montecito Bank & Trust
92
Montecito Bank & Trust
California
US$ 361 mil – – –
Dakota Wealth Management
93
Dakota Wealth Management
Florida
US$ 361 mil +US$ 774 +14 +0,2%
Gray Private Wealth
94
Gray Private Wealth
Massachusetts
US$ 357 mil – – –
Elwood & Goetz Wealth Advisory Group
95
Elwood & Goetz Wealth Advisory Group
Georgia
US$ 353 mil +US$ 62,7 mil +1.135 +22%
The Wealth Group
96
The Wealth Group
Minnesota
US$ 349 mil +US$ 32 mil +579 +10%
Morgan Stanley
97
Morgan Stanley
New York
US$ 348 mil -US$ 6,75 mi -122.195 -95%
Cary Street Partners
98
Cary Street Partners
Virginia
US$ 347 mil +US$ 276 +5 +0,1%
Crane Advisory
99
Crane Advisory
California
US$ 331 mil -US$ 26,6 mil -481 -8%
Armor Investment Advisors
100
Armor Investment Advisors
North Carolina
US$ 324 mil -US$ 8,9 mil -161 -3%
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