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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
251
Institute for Wealth Management
Colorado
$3.34M +$141K +1,587 +4%
SWP
252
Strategic Wealth Partners
Ohio
$3.3M +$3.68M +41,588 New
KFAA
253
Klaas Financial Asset Advisors
Illinois
$3.3M +$1.03M +11,576 +39%
WIA
254
World Investment Advisors
California
$3.29M -$133K -1,505 -4%
FWCM
255
Ferguson Wellman Capital Management
Oregon
$3.26M +$304K +3,438 +9%
MIM
256
Macroview Investment Management
Maryland
$3.23M +$287K +3,237 +9%
WAL
257
W Advisors LLC
Tennessee
$3.18M -$4.88M -55,086 -58%
PIA
258
Perennial Investment Advisors
California
$3.15M +$9.92K +112 +0.3%
HWM
259
HB Wealth Management
Georgia
$3.13M -$102K -1,155 -3%
RF
260
RHS Financial
California
$3.13M -$423K -4,780 -11%
BAAM
261
Baker Avenue Asset Management
California
$3.01M +$3.35M +37,848 New
Wealth Enhancement Advisory Services
262
Wealth Enhancement Advisory Services
Minnesota
$2.95M +$580K +6,547 +22%
SFS
263
Sowell Financial Services
Arkansas
$2.94M +$3.27M +36,958 New
WWM
264
Western Wealth Management
Colorado
$2.93M -$259K -2,928 -7%
SAM
265
Strategic Asset Management
Minnesota
$2.85M -$22.5K -254 -0.7%
GCA
266
Greenwood Capital Associates
South Carolina
$2.85M +$38.7K +437 +1%
AWM
267
Alterna Wealth Management
Texas
$2.83M -$146K -1,645 -4%
APA
268
American Portfolios Advisors
New York
$2.79M +$13.6K +154 +0.4%
TPWA
269
TRUE Private Wealth Advisors
Oregon
$2.77M +$8.41K +95 +0.3%
BSSFA
270
Baron Silver Stevens Financial Advisors
Florida
$2.75M -$104K -1,174 -31%
VAS
271
Vestmark Advisory Solutions
Massachusetts
$2.71M +$173K +1,951 +6%
Millennium Management
272
Millennium Management
New York
$2.71M +$686K +7,752 +29%
MCWS
273
McKinley Carter Wealth Services
West Virginia
$2.68M +$77K +869 +3%
SC
274
Soundwatch Capital
Connecticut
$2.64M +$2.94M +33,223 New
Fidelity Investments
275
Fidelity Investments
Massachusetts
$2.63M -$512K -5,785 -15%