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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$8K – – –
LWANC
327
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$8.36K +111 New
CAL
328
Capital Analysts LLC
Pennsylvania
$7K +$6.55K +87 New
BWA
329
Burt Wealth Advisors
Maryland
$5K – – –
US Bancorp
330
US Bancorp
Minnesota
$5K +$5.2K +69 New
HF
331
Halpern Financial
Virginia
$4.72K +$4.67K +62 New
APA
332
American Portfolios Advisors
New York
$2.44K – – –
JCM
333
Jacobi Capital Management
Pennsylvania
$1K -$377 -5 -28%
IRC
334
Investors Research Corp
Georgia
$1K +$1.13K +15 New
CWS
335
Cypress Wealth Services
California
– -$15.6M -206,898 Closed
RIA
336
Regal Investment Advisors
Michigan
– -$3.65M -52,138 Closed
NL
337
NWAM LLC
Washington
– -$3.63M -51,829 Closed
PGAM
338
Princeton Global Asset Management
New Jersey
– -$3.16M -45,154 Closed
TCA
339
Transcend Capital Advisors
New Jersey
– -$2.97M -42,411 Closed
PP
340
Paloma Partners
Connecticut
– -$2.74M -39,114 Closed
KC
341
Kadensa Capital
Hong Kong
– -$2.02M -28,892 Closed
CRWM
342
Castle Rock Wealth Management
California
– -$789K -10,527 Closed
TFA
343
Teamwork Financial Advisors
Texas
– -$699K -9,991 Closed
VC
344
Vicus Capital
Pennsylvania
– -$578K -8,262 Closed
TI
345
tru Independence
Oregon
– -$543K -7,759 Closed
FA
346
FCG Advisors
New Jersey
– -$399K -5,707 Closed
FHA
347
Flagship Harbor Advisors
Massachusetts
– -$333K -4,760 Closed
GW
348
GW & Wade
Massachusetts
– -$281K -4,014 Closed
EIG
349
Ellenbecker Investment Group
Wisconsin
– -$273K -3,901 Closed
SC
350
Savant Capital
Illinois
– -$232K -3,315 Closed