We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
301
Legacy Financial Advisors
Kentucky
$1.54M -$429K -4,856 -22%
WCM
302
Windham Capital Management
Massachusetts
$1.51M +$1.47M +16,644 New
RCM
303
Raleigh Capital Management
North Carolina
$1.5M -$1.98M -22,362 -57%
SW
304
Simplicity Wealth
New Jersey
$1.5M -$1.03M -11,616 -41%
GAM
305
Gould Asset Management
California
$1.5M +$39.7K +449 +3%
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$1.49M -$8.58M -97,040 -85%
SCA
307
Scott Capital Advisors
Oregon
$1.49M +$1.46M +16,463 New
FG
308
Foster Group
Iowa
$1.48M -$355K -4,014 -20%
WWM
309
WT Wealth Management
Arizona
$1.44M -$180K -2,038 -11%
TB
310
Treynor Bancshares
Iowa
$1.43M +$55K +622 +4%
GWP
311
Gateway Wealth Partners
Wisconsin
$1.4M -$1.97M -22,239 -59%
RFA
312
RTD Financial Advisors
Pennsylvania
$1.4M +$71.6K +810 +6%
CT
313
Cambridge Trust
Massachusetts
$1.4M +$30.8K +348 +2%
HAG
314
HF Advisory Group
Maryland
$1.37M +$42.9K +485 +3%
WEG
315
World Equity Group
Illinois
$1.37M -$3.88M -43,845 -76%
ICP
316
Interchange Capital Partners
Pennsylvania
$1.36M -$1.12M -12,704 -46%
SFA
317
Sequoia Financial Advisors
Ohio
$1.34M +$216K +2,443 +20%
TFO
318
Tarbox Family Office
California
$1.34M +$90.7K +1,026 +7%
PA
319
Parallel Advisors
California
$1.33M -$63.1K -714 -5%
D
320
Dentgroup
Louisiana
$1.33M -$1.04M -11,728 -44%
WP
321
WealthPLAN Partners
Nebraska
$1.32M -$74.6K -844 -5%
MCM
322
Mendel Capital Management
Arkansas
$1.32M +$973 +11 +0.1%
JPG
323
Jordan Park Group
California
$1.3M +$10.6K +120 +0.8%
CWM
324
Cornerstone Wealth Management
Missouri
$1.3M +$1.27M +14,392 New
PTC
325
Private Trust Company
Ohio
$1.3M -$722K -8,169 -36%