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ícone de XVV

iShares ESG Screened S&P 500 ETF
XVV

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Choate Investment Advisors
126
Choate Investment Advisors
Massachusetts
US$ 201 mil +US$ 196 mil +3.542 Nova
Clearstead Advisors
127
Clearstead Advisors
Ohio
US$ 187 mil +US$ 182 mil +3.286 Nova
Smartleaf Asset Management
128
Smartleaf Asset Management
Massachusetts
US$ 185 mil – – –
Mogy Joel R Investment Counsel
129
Mogy Joel R Investment Counsel
California
US$ 180 mil -US$ 9,7 mil -175 -5%
Fidelity Investments
130
Fidelity Investments
Massachusetts
US$ 172 mil +US$ 21,1 mil +382 +14%
AIA
131
Arcadia Investment Advisors
Idaho
US$ 158 mil – – –
Wells Fargo
132
Wells Fargo
California
US$ 156 mil +US$ 9,7 mil +176 +7%
Smithfield Trust
133
Smithfield Trust
Pennsylvania
US$ 153 mil -US$ 19,1 mil -345 -11%
Millstone Evans Group
134
Millstone Evans Group
Colorado
US$ 139 mil +US$ 1,27 mil +23 +0,9%
O'Shaughnessy Asset Management
135
O'Shaughnessy Asset Management
Connecticut
US$ 133 mil +US$ 129 mil +2.339 Nova
VSM Wealth Advisory
136
VSM Wealth Advisory
Maryland
US$ 109 mil – – –
Abound Wealth Management
137
Abound Wealth Management
Tennessee
US$ 95,6 mil +US$ 93 mil +1.683 Nova
Redwood Park Advisors
138
Redwood Park Advisors
California
US$ 94,2 mil +US$ 166 +3 +0,2%
Steward Partners Investment Advisory
139
Steward Partners Investment Advisory
New York
US$ 90,8 mil +US$ 1,66 mil +30 +2%
Ashton Thomas Private Wealth
140
Ashton Thomas Private Wealth
Arizona
US$ 89 mil – – –
AssetMark Inc
141
AssetMark Inc
California
US$ 88,4 mil +US$ 5,53 mil +100 +7%
StrongBox Wealth
142
StrongBox Wealth
Missouri
US$ 79,2 mil +US$ 77,1 mil +1.395 Nova
Eastern Bank
143
Eastern Bank
Massachusetts
US$ 73,3 mil -US$ 194 mil -3.509 -73%
Tidemark
144
Tidemark
California
US$ 65,6 mil -US$ 7,85 mil -142 -11%
Hanson & Doremus Investment Management
145
Hanson & Doremus Investment Management
Vermont
US$ 52 mil -US$ 387 -7 -0,8%
Federation des caisses Desjardins du Quebec
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$ 36,8 mil – – –
Oakmont Advisory Group
147
Oakmont Advisory Group
New Mexico
US$ 35,2 mil +US$ 34,3 mil +620 Nova
Carolina Wealth Advisors
148
Carolina Wealth Advisors
South Carolina
US$ 28 mil – – –
Rossby Financial
149
Rossby Financial
Florida
US$ 27,7 mil +US$ 442 +8 +2%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
US$ 25,8 mil +US$ 9,7 mil +175 +63%
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