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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BO
351
BRR OpCo
Ohio
$270K +$33.5K +1,074 +12%
NYLIM
352
New York Life Investment Management
New York
$270K +$42.2K +1,352 +16%
MWP
353
Meridian Wealth Partners
Pennsylvania
$268K +$21.7K +695 +8%
IA
354
IFG Advisory
Georgia
$263K -$53.9K -1,729 -15%
MLA
355
My Legacy Advisors
Oregon
$262K +$15.7K +503 +6%
KWS
356
Keystone Wealth Services
California
$259K -$131K -4,203 -31%
AI
357
Accredited Investors
Minnesota
$259K -$64.5K -2,069 -18%
OFG
358
OmniStar Financial Group
North Carolina
$258K -$229K -7,354 -44%
CAMV
359
Concord Asset Management (Virginia)
Virginia
$257K -$5.15K -165 -2%
PAMG
360
Patton Albertson Miller Group
Tennessee
$257K +$34.2K +1,097 +13%
ICP
361
Interchange Capital Partners
Pennsylvania
$255K +$93.4K +2,994 +48%
WWA
362
WCG Wealth Advisors
Nevada
$254K -$16.7K -535 -6%
COCM
363
Charter Oak Capital Management
New Hampshire
$254K -$31 -1 -0%
BC
364
Bartlett & Co
Ohio
$254K +$24.6K +790 +9%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$254K +$24.6K +790 +9%
WF
366
Williams Financial
Vermont
$253K +$286K +9,155 New
LF
367
Lantz Financial
Illinois
$251K -$15.4K -495 -5%
FANJ
368
Financial Architects (New Jersey)
New Jersey
$250K +$281K +9,018 New
SWA
369
Stratos Wealth Advisors
Ohio
$249K -$39.9K -1,279 -12%
BHWM
370
Bay Harbor Wealth Management
Maryland
$249K -$3.87K -124 -1%
CWM
371
Cranbrook Wealth Management
Michigan
$249K +$196K +6,283 +233%
RCWMU
372
Rothschild & Co Wealth Management (UK)
United Kingdom
$248K +$43K +1,377 +18%
WC
373
Weil Company
California
$246K +$278K +8,907 New
AFAS
374
Acorn Financial Advisory Services
Virginia
$245K -$11.5K -369 -4%
LFG
375
Leverty Financial Group
Wisconsin
$239K +$15.4K +495 +6%