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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
301
Laurel Wealth Planning
Minnesota
$953K -$147K -1,537 -14%
IFAM
302
Institutional & Family Asset Management
Colorado
$953K +$66.5K +695 +8%
BFG
303
Beacon Financial Group
Texas
$941K -$12.9K -135 -1%
WS
304
Wedbush Securities
California
$938K +$86.9K +908 +11%
TA
305
TrueWealth Advisors
Alabama
$938K +$130K +1,359 +17%
SI
306
Stephens Inc
Arkansas
$930K +$4.78K +50 +0.5%
LWP
307
Lumature Wealth Partners
Georgia
$912K -$118K -1,236 -12%
3LCM
308
3D/L Capital Management
Connecticut
$884K +$134K +1,403 +19%
MCWS
309
McKinley Carter Wealth Services
West Virginia
$874K +$112K +1,176 +15%
DWP
310
Destiny Wealth Partners
Florida
$863K -$7.75K -81 -0.9%
MFG
311
Magnus Financial Group
New York
$862K +$92.2K +964 +12%
Bessemer Group
312
Bessemer Group
New Jersey
$862K +$241K +2,518 +40%
WWM
313
WT Wealth Management
Arizona
$840K +$91K +951 +13%
JFG
314
JMG Financial Group
Illinois
$829K +$805K +8,415 New
RIG
315
Ramiah Investment Group
Wisconsin
$793K +$129K +1,346 +20%
DWT
316
Dorsey & Whitney Trust
South Dakota
$788K +$373K +3,900 +95%
PA
317
Parallel Advisors
California
$782K +$10.5K +110 +1%
VA
318
Valmark Advisers
Ohio
$776K +$156K +1,628 +26%
CCM
319
Coldstream Capital Management
Washington
$745K +$724K +7,571 New
ANTB
320
AMG National Trust Bank
Colorado
$739K
SAM
321
Strategy Asset Managers
California
$735K +$227K +2,369 +46%
BIA
322
Bigelow Investment Advisors
Maine
$723K
RFC
323
Regions Financial Corp
Alabama
$713K +$373K +3,896 +116%
KPWS
324
Kestra Private Wealth Services
Texas
$701K +$140K +1,462 +26%
CCM
325
Covington Capital Management
California
$699K +$679K +7,101 New