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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$9.94M +$3.15M +95,392 +36%
RTS
27
Round Table Services
New Jersey
$9.93M +$3.45M +104,622 +41%
EI
28
Ellevest Inc
New York
$9.38M +$2.56M +77,653 +29%
5L
29
55I LLC
Massachusetts
$8.33M +$9.65M +292,271 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$6.75M +$8.24M +249,514 New
PO
31
Private Ocean
California
$6.23M +$101K +3,052 +1%
MCIA
32
Mountain Capital Investment Advisors
Colorado
$5.82M +$6.74M +204,111 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$5.76M +$6.95M +210,335 +1,912,136%
CFG
34
Cooper Financial Group
California
$5.71M +$6.9M +208,817 New
Jane Street
35
Jane Street
New York
$5.63M +$6.79M +205,539 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$5.63M +$6.79M +205,516 New
SW
37
SteelPeak Wealth
California
$5.37M +$6.47M +196,075 New
RC
38
RegentAtlantic Capital
New Jersey
$5.22M -$200K -6,067 -3%
BCM
39
Brookstone Capital Management
Illinois
$5.05M +$6.09M +184,434 New
NA
40
NewEdge Advisors
Louisiana
$4.9M +$5.92M +179,155 New
AI
41
Atria Investments
North Carolina
$4.78M +$5.77M +174,727 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$4.77M +$1.9M +57,515 +49%
IWP
43
Icon Wealth Partners
Texas
$4.67M +$5.64M +170,708 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$4.37M +$3.26M +98,856 +163%
SHIM
45
Stone House Investment Management
Pennsylvania
$4.35M +$5.25M +158,957 New
NA
46
Nottingham Advisors
New York
$4.25M -$560K -16,974 -10%
LWA
47
Lineweaver Wealth Advisors
Ohio
$4.21M +$5.07M +153,490 New
HighTower Advisors
48
HighTower Advisors
Illinois
$3.93M +$3.52M +106,504 +284%
OFG
49
Oxford Financial Group
Indiana
$3.74M -$261K -7,901 -5%
PWA
50
Physician Wealth Advisors
Utah
$3.68M +$4.21M +127,456 New