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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
326
Golden State Wealth Management
California
$1.61M -$477K -4,761 -23%
WWM
327
WT Wealth Management
Arizona
$1.61M +$78.8K +787 +5%
OFP
328
OLIO Financial Planning
Virginia
$1.6M +$1.13M +11,249 +247%
NCM
329
NCM Capital Management
New Jersey
$1.59M +$1.58M +15,728 New
PA
330
Planning Alternatives
Michigan
$1.53M +$150K +1,498 +11%
VC
331
Veracity Capital
Georgia
$1.52M +$22.9K +229 +2%
WA
332
WBH Advisory
Maryland
$1.51M +$336K +3,354 +27%
OFG
333
OmniStar Financial Group
North Carolina
$1.48M +$93.8K +937 +7%
SP
334
Successful Portfolios
Florida
$1.48M -$617K -6,164 -30%
MCM
335
Mendel Capital Management
Arkansas
$1.47M +$4.51K +45 +0.3%
HGWM
336
Harvest Group Wealth Management
Massachusetts
$1.46M +$1.11M +11,130 +344%
RFC
337
Regions Financial Corp
Alabama
$1.45M -$89K -889 -6%
RCAG
338
Rehmann Capital Advisory Group
Michigan
$1.44M -$109K -1,088 -7%
William Blair & Company
339
William Blair & Company
Illinois
$1.43M -$330K -3,291 -19%
TA
340
TrueWealth Advisors
Alabama
$1.4M
RZH
341
Relyea Zuckerberg Hanson
Connecticut
$1.4M +$1.41M +14,090 New
FWM
342
Fingerlakes Wealth Management
New York
$1.39M +$261K +2,608 +23%
C
343
CEDRUS
Colorado
$1.35M -$613K -6,117 -31%
MWA
344
MFA Wealth Advisors
Pennsylvania
$1.34M -$5.41K -54 -0.4%
GAM
345
Gould Asset Management
California
$1.31M -$202K -2,015 -13%
UB
346
UMB Bank
Missouri
$1.29M -$21.2K -212 -2%
Franklin Resources
347
Franklin Resources
California
$1.27M +$33.4K +333 +3%
CTC
348
Central Trust Company
Missouri
$1.26M +$422K +4,210 +51%
JWCA
349
J.W. Cole Advisors
Florida
$1.25M +$23.7K +237 +2%
TFO
350
Tarbox Family Office
California
$1.24M -$85.1K -850 -6%