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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
V Wealth Advisors
Kansas
$565K -$214K -2,842 -28%
WIA
227
World Investment Advisors
California
$557K +$17.3K +230 +3%
IWM
228
IHT Wealth Management
Illinois
$547K +$89.5K +1,188 +20%
BOH
229
Bank of Hawaii
Hawaii
$536K +$530K +7,030 New
FIA
230
Foundations Investment Advisors
Arizona
$526K +$291K +3,863 +127%
LFA
231
Lighthouse Financial Advisors
Maryland
$517K -$7.38K -98 -1%
SBSB
232
Sullivan, Bruyette, Speros & Blaney
Virginia
$501K
FANJ
233
Financial Architects (New Jersey)
New Jersey
$487K -$7.08K -94 -1%
BIA
234
Bigelow Investment Advisors
Maine
$469K +$77.7K +1,031 +20%
QPWM
235
Quadrant Private Wealth Management
Pennsylvania
$453K +$88.6K +1,176 +25%
Citigroup
236
Citigroup
New York
$450K +$275K +3,656 +163%
KWM
237
Kingsview Wealth Management
Oregon
$448K +$7.23K +96 +2%
SEIA
238
Signature Estate & Investment Advisors
California
$440K -$9.79K -130 -2%
MFG
239
Merit Financial Group
Georgia
$427K +$422K +5,600 New
WCFA
240
Walkner Condon Financial Advisors
Wisconsin
$421K
VA
241
Valmark Advisers
Ohio
$421K +$416K +5,518 New
FHA
242
First Horizon Advisors
Tennessee
$411K +$406K +5,395 New
FRA
243
Front Row Advisors
California
$405K +$79.1K +1,050 +28%
AWA
244
Arete Wealth Advisors
Illinois
$403K -$70.2K -932 -15%
XF
245
XML Financial
Maryland
$391K -$4.67K -62 -1%
MFG
246
Magnus Financial Group
New York
$377K +$107K +1,420 +40%
EPP
247
ETF Portfolio Partners
Kansas
$374K -$15.2K -202 -4%
MNG
248
Manning & Napier Group
New York
$371K
EWM
249
Empirical Wealth Management
Washington
$368K +$8.29K +110 +2%
CFIA
250
Cantor Fitzgerald Investment Advisors
New York
$360K