We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$891K +$450K +5,061 +107%
VWA
277
V Wealth Advisors
Kansas
$887K +$95.2K +1,071 +12%
WA
278
WBH Advisory
Maryland
$876K +$17.3K +195 +2%
JWCA
279
J.W. Cole Advisors
Florida
$872K +$294K +3,305 +53%
CRWM
280
Castle Rock Wealth Management
California
$865K -$92.6K -1,042 -10%
SI
281
Stephens Inc
Arkansas
$854K +$5.33K +60 +0.6%
BFG
282
Beacon Financial Group
Texas
$845K
AA
283
Ancora Advisors
Ohio
$832K +$127K +1,432 +19%
SEIA
284
Signature Estate & Investment Advisors
California
$827K +$94.8K +1,066 +13%
CCG
285
Capital CS Group
California
$824K +$311K +3,495 +63%
IFAM
286
Institutional & Family Asset Management
Colorado
$817K -$99.3K -1,117 -11%
DWP
287
Destiny Wealth Partners
Florida
$803K -$9.07K -102 -1%
KM
288
Kalos Management
Georgia
$784K +$88.5K +996 +14%
WS
289
Wedbush Securities
California
$783K +$766K +8,614 New
TA
290
TrueWealth Advisors
Alabama
$773K +$726K +8,170 New
TI
291
tru Independence
Oregon
$762K +$22.4K +252 +3%
FPGK
292
Financial Partners Group (Kansas)
Kansas
$756K +$101K +1,131 +16%
DADC
293
D.A. Davidson & Co
Montana
$732K +$150K +1,689 +27%
WANY
294
Wealthspire Advisors (New York)
New York
$725K +$404K +4,549 +132%
PA
295
Parallel Advisors
California
$711K -$36.2K -407 -5%
RF
296
RHS Financial
California
$711K +$143K +1,612 +26%
MFG
297
Magnus Financial Group
New York
$708K +$109K +1,221 +19%
MCWS
298
McKinley Carter Wealth Services
West Virginia
$700K -$1.07M -12,069 -61%
SBSB
299
Sullivan, Bruyette, Speros & Blaney
Virginia
$700K +$14.8K +167 +2%
BWM
300
Baystate Wealth Management
Massachusetts
$700K +$332K +3,735 +94%