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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
326
JMG Financial Group
Illinois
$1.28M -$32.2K -329 -3%
1SB
327
1ST Source Bank
Indiana
$1.28M -$19.6K -200 -2%
GWP
328
Gateway Wealth Partners
Wisconsin
$1.26M +$110K +1,126 +10%
M&T Bank
329
M&T Bank
New York
$1.26M -$22.7K -232 -2%
CAM
330
Concorde Asset Management
Michigan
$1.26M +$184K +1,875 +19%
PI
331
PFG Investments
New York
$1.25M +$51.7K +528 +5%
MOS
332
MGO One Seven
Ohio
$1.24M +$1.16M +11,822 New
VWM
333
Venturi Wealth Management
Texas
$1.24M +$9.11K +93 +0.8%
PCA
334
Pallas Capital Advisors
Massachusetts
$1.23M -$2.06M -21,068 -64%
T
335
TCWP
Ohio
$1.22M +$31.1K +318 +3%
MFG
336
Magnus Financial Group
New York
$1.22M +$18.2K +186 +2%
BBHC
337
Brown Brothers Harriman & Co
New York
$1.22M
COCM
338
Charter Oak Capital Management
New Hampshire
$1.21M -$33.6K -343 -3%
RCS
339
Retirement Capital Strategies
California
$1.21M +$98 +1 +0%
CAAS
340
Capital Asset Advisory Services
Michigan
$1.2M -$241K -2,458 -18%
Pathstone Holdings
341
Pathstone Holdings
New Jersey
$1.19M +$1.11M +11,362 New
CCM
342
Coldstream Capital Management
Washington
$1.19M +$215K +2,199 +24%
EWP
343
Elevation Wealth Partners
California
$1.18M
MNG
344
Manning & Napier Group
New York
$1.17M
RCAG
345
Rehmann Capital Advisory Group
Michigan
$1.16M +$37K +378 +4%
GKWIM
346
Gerber Kawasaki Wealth & Investment Management
California
$1.15M +$300K +3,067 +39%
TI
347
Trexquant Investment
Connecticut
$1.15M -$703K -7,182 -40%
PFA
348
Pure Financial Advisors
California
$1.15M +$497K +5,077 +87%
TPWA
349
TRUE Private Wealth Advisors
Oregon
$1.15M +$219K +2,234 +26%
CWG
350
Crown Wealth Group
North Carolina
$1.14M -$12.7K -130 -1%