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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Beacon Financial Group
Texas
$845K +$782K +9,631 New
WA
252
WBH Advisory
Maryland
$837K +$44.7K +551 +6%
Cerity Partners
253
Cerity Partners
New York
$834K +$787K +9,692 New
SI
254
Stephens Inc
Arkansas
$803K +$758K +9,339 New
FHA
255
First Horizon Advisors
Tennessee
$800K +$317K +3,908 +72%
VAG
256
VisionPoint Advisory Group
Texas
$782K -$133K -1,644 -15%
DWP
257
Destiny Wealth Partners
Florida
$769K +$726K +8,943 New
VWA
258
V Wealth Advisors
Kansas
$747K +$103K +1,272 +17%
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$715K -$17.5K -215 -3%
PA
260
Parallel Advisors
California
$708K -$38.4K -473 -5%
WCFA
261
Walkner Condon Financial Advisors
Wisconsin
$705K +$217K +2,672 +48%
SEIA
262
Signature Estate & Investment Advisors
California
$692K +$184K +2,272 +39%
TI
263
tru Independence
Oregon
$668K +$630K +7,759 New
AA
264
Ancora Advisors
Ohio
$666K +$264K +3,251 +73%
KM
265
Kalos Management
Georgia
$658K -$25.1K -309 -4%
AWA
266
Arete Wealth Advisors
Illinois
$652K +$193K +2,372 +45%
PA
267
Paracle Advisors
Washington
$651K -$13.5K -166 -2%
SBSB
268
Sullivan, Bruyette, Speros & Blaney
Virginia
$649K +$78.4K +966 +15%
WFC
269
Western Financial Corp
California
$649K +$613K +7,549 New
PP
270
Prosperity Planning
Missouri
$648K +$612K +7,537 New
ANTB
271
AMG National Trust Bank
Colorado
$645K
FPGK
272
Financial Partners Group (Kansas)
Kansas
$638K +$217K +2,670 +59%
CW
273
CreativeOne Wealth
Kansas
$612K +$578K +7,116 New
KFS
274
Kelly Financial Services
Massachusetts
$607K +$424K +5,217 +283%
LFA
275
Lighthouse Financial Advisors
Maryland
$584K +$568 +7 +0.1%