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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
301
Relyea Zuckerberg Hanson
Connecticut
$2.1M +$1.73M +20,234 +449%
SPI
302
Sutton Place Investors
New York
$2.08M -$292K -3,428 -12%
IWM
303
Integris Wealth Management
California
$2.08M +$2.1M +24,565 New
WANY
304
Wealthspire Advisors (New York)
New York
$2.04M -$583K -6,833 -22%
AssetMark Inc
305
AssetMark Inc
California
$2.03M -$308K -3,612 -13%
BWL
306
Bogart Wealth LLC
Virginia
$1.96M +$99.9K +1,171 +5%
PTC
307
Private Trust Company
Ohio
$1.91M -$225K -2,632 -10%
SC
308
Savant Capital
Illinois
$1.91M -$1.81M -21,227 -47%
HIM
309
Hanlon Investment Management
New Jersey
$1.9M -$235K -2,760 -11%
EWA
310
EverSource Wealth Advisors
Alabama
$1.87M -$202K -2,364 -10%
BSB
311
Bangor Savings Bank
Maine
$1.86M – – –
Brown Advisory
312
Brown Advisory
Maryland
$1.86M +$1.87M +21,903 New
HSBC Holdings
313
HSBC Holdings
United Kingdom
$1.86M – – –
LFA
314
Legacy Financial Advisors
Kentucky
$1.85M +$68.7K +805 +4%
SIM
315
Seaview Investment Managers
Florida
$1.85M -$8.53K -100 -0.5%
GC
316
Garde Capital
Washington
$1.79M +$1.5M +17,575 +503%
WLIM
317
White Lighthouse Investment Management
Massachusetts
$1.73M -$140K -1,636 -7%
FG
318
Foster Group
Iowa
$1.72M +$71.7K +841 +4%
SG
319
StoneX Group
New York
$1.72M -$448K -5,251 -21%
RFC
320
Regions Financial Corp
Alabama
$1.69M +$212K +2,486 +14%
FWM
321
Fingerlakes Wealth Management
New York
$1.69M +$28.7K +336 +2%
LWAC
322
Laurel Wealth Advisors (California)
California
$1.67M -$244K -2,864 -13%
RW
323
REDW Wealth
New Mexico
$1.59M +$597 +7 +0%
OMC
324
Old Mission Capital
Illinois
$1.58M -$1.06M -12,400 -40%
WA
325
Wealth Architects
California
$1.56M +$749K +8,784 +91%