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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
251
WCG Wealth Advisors
Nevada
$2.06M -$1.61M -16,437 -46%
TVM
252
True Vision MN
Minnesota
$2.04M +$1.91M +19,475 New
TWP
253
Tempus Wealth Planning
California
$2.03M -$100K -1,026 -5%
RW
254
REDW Wealth
New Mexico
$2.03M +$127K +1,292 +7%
SWM
255
Spire Wealth Management
Virginia
$2.02M -$61.9K -632 -3%
LWL
256
Leo Wealth LLC
Texas
$1.99M +$1.86M +18,985 New
VCM
257
Vision Capital Management
Oregon
$1.98M -$126K -1,286 -6%
LF
258
Lantz Financial
Illinois
$1.97M +$64K +653 +4%
SAW
259
Signal Advisors Wealth
Michigan
$1.95M +$1.82M +18,596 New
WLIM
260
White Lighthouse Investment Management
Massachusetts
$1.94M +$5.39K +55 +0.3%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$1.92M +$100K +1,023 +6%
AWA
262
Arete Wealth Advisors
Illinois
$1.91M +$1.51M +15,440 +554%
OFP
263
OLIO Financial Planning
Virginia
$1.89M +$39.9K +407 +2%
CAM
264
Crestone Asset Management
Colorado
$1.89M
PIA
265
Perennial Investment Advisors
California
$1.88M -$1.49M -15,224 -46%
WANY
266
Wealthspire Advisors (New York)
New York
$1.88M -$54.6K -558 -3%
EWA
267
Emergent Wealth Advisors
New York
$1.85M +$1.73M +17,654 New
SFA
268
Sequoia Financial Advisors
Ohio
$1.82M +$94.1K +961 +6%
CFA
269
Cahill Financial Advisors
Minnesota
$1.82M -$83.6K -854 -5%
BFG
270
Beacon Financial Group
Texas
$1.81M +$974K +9,940 +136%
MWM
271
Maripau Wealth Management
Indiana
$1.81M -$74.6K -762 -4%
FGAM
272
Financial Gravity Asset Management
Texas
$1.81M +$1.69M +17,218 New
HSBC Holdings
273
HSBC Holdings
United Kingdom
$1.79M
RFP
274
RCS Financial Planning
Maryland
$1.79M -$54.7K -559 -3%
AssetMark Inc
275
AssetMark Inc
California
$1.77M -$128K -1,302 -7%