We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$2.77M +$441K +4,350 +18%
VWA
227
Visionary Wealth Advisors
Illinois
$2.75M +$131K +1,297 +5%
CAG
228
Csenge Advisory Group
Florida
$2.62M +$379K +3,743 +17%
SG
229
StoneX Group
New York
$2.59M +$109K +1,080 +4%
RW
230
Rede Wealth
Virginia
$2.52M +$169K +1,663 +7%
HWMA
231
Heritage Wealth Management (Arizona)
Arizona
$2.5M -$684K -6,748 -21%
SWG
232
Summit Wealth Group
Vermont
$2.5M +$643K +6,349 +33%
HF
233
HRT Financial
New York
$2.43M -$2.45M -24,211 -50%
PTC
234
Private Trust Company
Ohio
$2.39M -$33.4K -330 -1%
UCFA
235
United Capital Financial Advisors
Texas
$2.38M +$963K +9,505 +65%
IA
236
IFG Advisory
Georgia
$2.37M +$2.63K +26 +0.1%
Fisher Asset Management
237
Fisher Asset Management
Washington
$2.37M +$385K +3,796 +19%
OPWM
238
Oxinas Partners Wealth Management
Indiana
$2.31M +$164K +1,617 +7%
BWM
239
Baystate Wealth Management
Massachusetts
$2.28M +$530K +5,227 +29%
HIM
240
Hanlon Investment Management
New Jersey
$2.25M +$339K +3,350 +17%
RJT
241
Raymond James Trust
Florida
$2.25M +$43.6K +430 +2%
SIM
242
Stratos Investment Management
Ohio
$2.14M +$2.2M +21,734 New
CWM
243
Cornerstone Wealth Management
Missouri
$2.11M +$136K +1,339 +7%
LA
244
LexAurum Advisors
Kansas
$2.08M +$146K +1,436 +7%
CWM
245
CCG Wealth Management
California
$2.08M +$2.14M +21,099 New
KCA
246
Karn Couzens & Associates
Connecticut
$2.07M +$37.4K +369 +2%
KA
247
Kovack Advisors
Florida
$2.05M +$562K +5,547 +36%
CT
248
Cambridge Trust
Massachusetts
$2.03M +$378K +3,727 +22%
SP
249
Successful Portfolios
Florida
$2.02M -$64.7K -639 -3%
EWA
250
EP Wealth Advisors
California
$1.94M -$32.4K -320 -2%