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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
226
Laurel Wealth Planning
Minnesota
$1.17M +$1.1M +13,566 New
VWA
227
Visionary Wealth Advisors
Illinois
$1.16M +$4.87K +60 +0.4%
LFA
228
Legacy Financial Advisors
Kentucky
$1.15M +$61K +751 +6%
Fisher Asset Management
229
Fisher Asset Management
Washington
$1.12M +$359K +4,426 +51%
A
230
AdvicePeriod
California
$1.11M -$795K -9,789 -43%
BFA
231
Beacon Financial Advisory
Ohio
$1.09M +$252K +3,106 +32%
GW
232
GW & Wade
Massachusetts
$1.08M +$1.02M +12,611 New
GAM
233
Gould Asset Management
California
$1.07M +$99.5K +1,225 +11%
MCC
234
Money Concepts Capital
Florida
$1.07M +$1.01M +12,433 New
PSUF
235
People's United Financial
Connecticut
$1.05M -$16.4K -202 -2%
QPWM
236
Quadrant Private Wealth Management
Pennsylvania
$1.05M +$510K +6,283 +106%
CA
237
CGN Advisors
Kansas
$1.05M +$988K +12,161 New
PFA
238
Pinnacle Family Advisors
Missouri
$1.02M +$965K +11,882 New
FHC
239
First Heartland Consultants
Missouri
$1.01M +$318K +3,912 +50%
AFP
240
Ausdal Financial Partners
Iowa
$1.01M +$573K +7,060 +152%
ACA
241
Affinity Capital Advisors
California
$1M +$3.25K +40 +0.3%
WLIM
242
White Lighthouse Investment Management
Massachusetts
$1M -$42.3K -521 -4%
IWM
243
IHT Wealth Management
Illinois
$989K +$351K +4,325 +60%
RCS
244
Retirement Capital Strategies
California
$975K -$2.36M -29,032 -72%
SWP
245
Stratos Wealth Partners
Ohio
$975K +$42.5K +523 +5%
CRWM
246
Castle Rock Wealth Management
California
$900K +$827K +10,182 New
TFO
247
Tarbox Family Office
California
$877K +$40.6K +500 +5%
IFAM
248
Institutional & Family Asset Management
Colorado
$869K +$115K +1,415 +16%
IFG
249
Independent Financial Group
California
$867K +$74.4K +916 +10%
APC
250
Aspire Private Capital
North Carolina
$849K +$186K +2,293 +30%