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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
251
Stratos Wealth Advisors
Ohio
$1.79M -$1.01M -10,301 -35%
VCP
252
Verus Capital Partners
Arizona
$1.78M -$21.4K -218 -1%
CS
253
Comerica Securities
Michigan
$1.78M -$3.7M -37,812 -67%
WANY
254
Wealthspire Advisors (New York)
New York
$1.73M -$149K -1,520 -8%
WLIM
255
White Lighthouse Investment Management
Massachusetts
$1.73M -$22K -225 -1%
FG
256
Foster Group
Iowa
$1.72M -$2.15K -22 -0.1%
TB
257
Treynor Bancshares
Iowa
$1.72M +$65.5K +669 +4%
GRP
258
Global Retirement Partners
California
$1.72M -$539K -5,508 -23%
AssetMark Inc
259
AssetMark Inc
California
$1.71M +$254K +2,593 +17%
CFA
260
Cahill Financial Advisors
Minnesota
$1.71M -$76.3K -779 -4%
TI
261
Trexquant Investment
Connecticut
$1.71M +$1.24M +12,712 +233%
LF
262
Lantz Financial
Illinois
$1.7M -$456K -4,652 -20%
RW
263
REDW Wealth
New Mexico
$1.69M -$110K -1,128 -6%
CAM
264
Crestone Asset Management
Colorado
$1.69M
MWM
265
Maripau Wealth Management
Indiana
$1.69M -$1.23M -12,518 -41%
RFP
266
RCS Financial Planning
Maryland
$1.66M -$308K -3,147 -15%
OFP
267
OLIO Financial Planning
Virginia
$1.65M -$58.2K -594 -3%
AWM
268
Axxcess Wealth Management
California
$1.65M +$1.72M +17,556 New
CWA
269
Clearview Wealth Advisors
Oregon
$1.63M -$994K -10,154 -37%
HPM
270
Hoxton Planning & Management
West Virginia
$1.63M -$1.45M -14,822 -46%
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$1.63M +$569K +5,812 +51%
CAM
272
Cobblestone Asset Management
Virginia
$1.61M +$1.68M +17,139 New
HSBC Holdings
273
HSBC Holdings
United Kingdom
$1.61M -$206K -2,100 -11%
SCA
274
Scott Capital Advisors
Oregon
$1.58M +$4.41K +45 +0.3%
SPC
275
Sigma Planning Corp
Michigan
$1.56M -$487K -4,969 -23%