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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
226
Perennial Investment Advisors
California
$4.13M +$1.18M +11,756 +41%
SWM
227
Spire Wealth Management
Virginia
$4.11M +$1.7M +16,989 +72%
CFG
228
Cooper Financial Group
California
$4.08M -$371K -3,703 -8%
IFWM
229
Institute for Wealth Management
Colorado
$4.08M +$48.3K +482 +1%
PCG
230
Private Capital Group
Connecticut
$4.06M +$296K +2,953 +8%
WIA
231
World Investment Advisors
California
$4M -$260K -2,599 -6%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$3.99M +$504K +5,028 +15%
FWCM
233
Ferguson Wellman Capital Management
Oregon
$3.98M +$784K +7,824 +25%
WWM
234
Western Wealth Management
Colorado
$3.94M +$1.04M +10,343 +36%
AFP
235
Advus Financial Partners
Florida
$3.9M +$3.85M +38,476 New
HWM
236
HB Wealth Management
Georgia
$3.88M +$98.1K +979 +3%
FA
237
Financial Advisors
Massachusetts
$3.86M +$237K +2,370 +7%
DAS
238
Dynamic Advisor Solutions
Arizona
$3.73M +$1.14M +11,428 +45%
SAM
239
Strategic Asset Management
Minnesota
$3.69M +$54.4K +543 +2%
BWM
240
Baystate Wealth Management
Massachusetts
$3.67M +$1.07M +10,710 +42%
GRP
241
Global Retirement Partners
California
$3.67M +$4.2M +41,897 New
AWA
242
Arete Wealth Advisors
Illinois
$3.63M -$335K -3,346 -9%
GFPC
243
Global Financial Private Client
Florida
$3.58M +$337K +3,362 +11%
APA
244
American Portfolios Advisors
New York
$3.57M -$239K -2,388 -6%
SCFS
245
S.C. Financial Services
Arizona
$3.56M +$115K +1,144 +3%
AWM
246
Alterna Wealth Management
Texas
$3.47M -$32.6K -325 -0.9%
Fisher Asset Management
247
Fisher Asset Management
Washington
$3.47M +$486K +4,853 +17%
DT
248
Diversified Trust
Tennessee
$3.46M -$170K -1,697 -5%
MFA
249
Mayflower Financial Advisors
Massachusetts
$3.4M +$2.22M +22,201 +68%
TPWA
250
TRUE Private Wealth Advisors
Oregon
$3.4M -$640K -6,386 -15%