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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
WT Wealth Management
Arizona
$689K +$284K +3,191 +73%
3LCM
302
3D/L Capital Management
Connecticut
$689K +$674K +7,577 New
PA
303
Paracle Advisors
Washington
$687K
ANTB
304
AMG National Trust Bank
Colorado
$682K
VAS
305
Vestmark Advisory Solutions
Massachusetts
$674K +$451K +5,073 +217%
BIA
306
Bigelow Investment Advisors
Maine
$668K +$98.7K +1,110 +18%
LFA
307
Lighthouse Financial Advisors
Maryland
$646K +$29.2K +328 +5%
PP
308
Prosperity Planning
Missouri
$618K -$65.1K -732 -10%
RIG
309
Ramiah Investment Group
Wisconsin
$610K +$334K +3,757 +127%
CC
310
Chicago Capital
Illinois
$609K +$596K +6,700 New
WFC
311
Western Financial Corp
California
$591K -$93K -1,046 -14%
MSA
312
Marino Stram & Associates
Massachusetts
$590K +$351K +3,946 +155%
FFN
313
Focus Financial Network
Minnesota
$587K -$14.2M -159,682 -96%
LF
314
Lantz Financial
Illinois
$584K +$157K +1,764 +38%
GIA
315
Gladstone Institutional Advisory
Florida
$570K +$144K +1,623 +35%
VA
316
Valmark Advisers
Ohio
$569K +$11.9K +134 +2%
Bessemer Group
317
Bessemer Group
New Jersey
$567K +$554K +6,234 New
M&T Bank
318
M&T Bank
New York
$565K +$321K +3,609 +138%
HAS
319
HBW Advisory Services
California
$560K +$125K +1,410 +30%
RCAG
320
Rehmann Capital Advisory Group
Michigan
$559K +$105K +1,179 +24%
Fidelity Investments
321
Fidelity Investments
Massachusetts
$558K +$261K +2,941 +92%
GLLW
322
Graves Light Lenhart Wealth
Virginia
$549K +$39.6K +446 +8%
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$548K -$13K -146 -2%
TAM
324
Tucker Asset Management
Colorado
$537K -$67.6K -760 -11%
DT
325
Diversified Trust
Tennessee
$530K +$109K +1,230 +27%