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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Planning Alternatives
Michigan
$2.35M
TWP
252
Tempus Wealth Planning
California
$2.34M -$23.4K -265 -1%
BWL
253
Bogart Wealth LLC
Virginia
$2.3M +$208K +2,356 +10%
FAIM
254
Financial Advocates Investment Management
Washington
$2.29M -$2.07M -23,389 -48%
CFD
255
Creative Financial Designs
Indiana
$2.29M -$1.77M -19,982 -44%
SWA
256
Stratos Wealth Advisors
Ohio
$2.28M -$2.12M -23,951 -49%
DT
257
Diversified Trust
Tennessee
$2.28M -$146K -1,651 -6%
TWC
258
TD Waterhouse Canada
Ontario, Canada
$2.28M +$9.11K +103 +0.4%
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
$2.27M +$12.6K +142 +0.6%
BSB
260
Bangor Savings Bank
Maine
$2.22M +$228K +2,580 +12%
IWM
261
Integris Wealth Management
California
$2.19M -$30.2K -341 -1%
AWMNH
262
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.14M -$2.11M -23,863 -50%
VCM
263
Vision Capital Management
Oregon
$2.08M -$240K -2,709 -11%
HWM
264
HB Wealth Management
Georgia
$2.03M -$1.25M -14,093 -39%
SWM
265
Spire Wealth Management
Virginia
$2.03M -$559K -6,320 -22%
LF
266
Lantz Financial
Illinois
$2.01M -$2.7M -30,547 -58%
QPWM
267
Quadrant Private Wealth Management
Pennsylvania
$2M -$420K -4,751 -18%
HSBC Holdings
268
HSBC Holdings
United Kingdom
$1.98M
WMS
269
Wealth Management Solutions
Pennsylvania
$1.97M -$10.1M -114,637 -84%
AssetMark Inc
270
AssetMark Inc
California
$1.95M -$213K -2,414 -10%
SIM
271
Seaview Investment Managers
Florida
$1.94M -$29.1K -329 -2%
FWM
272
Fingerlakes Wealth Management
New York
$1.94M +$135K +1,527 +8%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$1.92M -$1.66M -18,740 -47%
RFC
274
Regions Financial Corp
Alabama
$1.92M +$108K +1,226 +6%
VWM
275
Venturi Wealth Management
Texas
$1.88M -$3.3M -37,293 -64%