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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
276
Valtinson Bruner Financial Planning
Minnesota
$247K +$8.21K +109 +3%
BBA
277
BLB&B Advisors
Pennsylvania
$242K +$239K +3,175 New
OPCM
278
Osborne Partners Capital Management
California
$241K +$238K +3,165 New
LF
279
Lantz Financial
Illinois
$234K +$8.36K +111 +4%
JSL
280
JT Stratford LLC
Georgia
$228K +$225K +2,989 New
Betterment LLC
281
Betterment LLC
New York
$215K +$212K +2,820 New
ACA
282
Aptus Capital Advisors
Alabama
$214K +$212K +2,821 New
NSAM
283
North Star Asset Management
Wisconsin
$209K +$207K +2,745 New
HB
284
Homrich & Berg
Georgia
$203K +$200K +2,661 New
IFS
285
Ifrah Financial Services
Arkansas
$203K +$201K +2,666 New
IAN
286
Integrated Advisors Network
Texas
$200K +$197K +2,618 New
WT
287
Whittier Trust
California
$187K
TPCW
288
TD Private Client Wealth
New York
$168K +$105K +1,395 +172%
AC
289
AlphaCore Capital
California
$163K +$161K +2,140 New
RG
290
Retirement Group
California
$158K +$157K +2,079 New
GRP
291
Global Retirement Partners
California
$156K -$6.33K -84 -4%
AA
292
Advisory Alpha
Michigan
$156K +$151K +2,007 New
PAI
293
Pittenger & Anderson Inc
Nebraska
$153K +$102K +1,360 +211%
KFS
294
Kelly Financial Services
Massachusetts
$140K +$123K +1,628 +761%
MA
295
MUFG Americas
New York
$137K
EP
296
Eudaimonia Partners
Tennessee
$124K -$23K -306 -16%
Fidelity Investments
297
Fidelity Investments
Massachusetts
$124K +$63.7K +846 +109%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$97K +$13.9K +184 +17%
FFA
299
Founders Financial Alliance
North Carolina
$84K +$82.9K +1,100 New
RWG
300
Regal Wealth Group
California
$69K -$151 -2 -0.2%