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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
251
Acorn Financial Advisory Services
Virginia
$251K +$236K +3,583 New
MFG
252
Magnus Financial Group
New York
$247K +$232K +3,527 New
DWT
253
Dorsey & Whitney Trust
South Dakota
$245K +$230K +3,500 New
WFA
254
Wade Financial Advisory
California
$245K +$230K +3,500 New
VBFP
255
Valtinson Bruner Financial Planning
Minnesota
$241K +$209K +3,171 New
SC
256
Savant Capital
Illinois
$232K +$218K +3,315 New
BCA
257
Berman Capital Advisors
Georgia
$228K +$26.2K +398 +14%
EFL
258
ERn Financial LLC
Wisconsin
$218K -$41K -623 -17%
FIA
259
Foundations Investment Advisors
Arizona
$216K +$201K +3,049 New
LF
260
Lantz Financial
Illinois
$208K +$195K +2,965 New
AAS
261
Avantax Advisory Services
Texas
$201K +$188K +2,861 New
PCIA
262
Prime Capital Investment Advisors
Kansas
$186K -$27.8K -422 -14%
LWM
263
Lenox Wealth Management
Ohio
$180K +$46.8K +711 +38%
CFG
264
Citizens Financial Group
Rhode Island
$171K
WT
265
Whittier Trust
California
$171K
SIAS
266
Shine Investment Advisory Services
Colorado
$161K -$797K -12,110 -84%
Citigroup
267
Citigroup
New York
$157K +$113K +1,722 +327%
GRP
268
Global Retirement Partners
California
$149K +$67.4K +1,024 +93%
EP
269
Eudaimonia Partners
Tennessee
$135K +$17.8K +270 +16%
MA
270
MUFG Americas
New York
$126K +$118K +1,794 New
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$77K +$69K +1,048 +2,183%
NC
272
NewSquare Capital
Pennsylvania
$72K +$16.5K +250 +32%
AWM
273
Avior Wealth Management
Nebraska
$65K +$61.5K +934 New
RWG
274
Regal Wealth Group
California
$63K +$1.05K +16 +2%
TPCW
275
TD Private Client Wealth
New York
$56.9K +$53.5K +813 New