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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
526
Cornerstone Planning Group
New Jersey
$1.52K -$11.8K -325 -90%
MWA
527
Medallion Wealth Advisors
Connecticut
$1.1K – – –
SWP
528
Strategic Wealth Partners
Ohio
$993 +$905 +25 New
KFI
529
Key Financial Inc
Pennsylvania
$666 – – –
FCAS
530
First Command Advisory Services
Texas
$588 +$543 +15 New
TAM
531
Tucker Asset Management
Colorado
$509 +$471 +13 New
DF
532
Dunhill Financial
United Kingdom
$470 +$434 +12 New
3IP
533
3Chopt Investment Partners
Virginia
$431 +$398 +11 New
RWS
534
Retirement Wealth Solutions
Wisconsin
$306 – – –
GWS
535
Glassman Wealth Services
Virginia
$39 – – –
EI
536
Ellevest Inc
New York
– -$30.4M -870,877 Closed
PCIG
537
Partners Capital Investment Group
Massachusetts
– -$11.3M -322,576 Closed
BBVA
538
Banco Bilbao Vizcaya Argentaria
Spain
– -$6.47M -185,000 Closed
PCA
539
Pallas Capital Advisors
Massachusetts
– -$4.63M -132,494 Closed
SAM
540
Synergy Asset Management
Washington
– -$2.56M -73,145 Closed
WCM Investment Management
541
WCM Investment Management
California
– -$1.58M -45,185 Closed
TC
542
TownSquare Capital
Utah
– -$952K -27,252 Closed
SW
543
SVB Wealth
Massachusetts
– -$467K -13,372 Closed
BIG
544
Brookwood Investment Group
Arizona
– -$453K -12,955 Closed
VAF
545
Values Added Financial
District of Columbia
– -$449K -12,838 Closed
VFA
546
Valeo Financial Advisors
Indiana
– -$378K -10,820 Closed
FCI
547
Financial Counselors Inc
Kansas
– -$303K -8,666 Closed
ATC
548
Argent Trust Co
Tennessee
– -$255K -7,308 Closed
BWP
549
BSW Wealth Partners
Colorado
– -$247K -7,066 Closed
KWA
550
Kingswood Wealth Advisors
California
– -$246K -7,013 Closed