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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
CoreCap Advisors
Michigan
$1.07M -$1.51M -11,659 -58%
AWA
327
Aaron Wealth Advisors
Illinois
$1.07M -$143K -1,101 -12%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$1.06M +$571K +4,407 +115%
BBP
329
Banco BTG Pactual
Brazil
$1.05M +$492K +3,800 +86%
MHB
330
Midwest Heritage Bank
Iowa
$1.05M -$67.9K -524 -6%
GKWIM
331
Gerber Kawasaki Wealth & Investment Management
California
$1.03M -$36K -278 -3%
VA
332
Vident Advisory
Georgia
$1.03M -$40.2K -310 -4%
OGF
333
Orin Green Financial
California
$1.03M -$1.03M -7,978 Closed
WFS
334
WealthGarden F.S.
California
$1.02M +$29.9K +231 +3%
MBFW
335
Morton Brown Family Wealth
Pennsylvania
$1.02M -$77.5K -598 -7%
RFP
336
RCS Financial Planning
Maryland
$1.02M -$74.4K -574 -7%
PTC
337
Private Trust Company
Ohio
$1.01M -$68.7K -530 -6%
KL
338
KilterHowling LLC
Colorado
$1.01M -$270K -2,086 -22%
ST
339
Sentinel Trust
Texas
$1M -$163K -1,260 -14%
RWS
340
Retirement Wealth Solutions
Wisconsin
$994K +$1.01M +7,783 New
AF
341
Apexium Financial
Texas
$994K – – –
SAM
342
Strategy Asset Managers
California
$972K -$53.4K -412 -5%
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$966K -$51.8K -400 -5%
TIA
344
Traphagen Investment Advisors
New Jersey
$958K -$1.94K -15 -0.2%
EFL
345
ERn Financial LLC
Wisconsin
$950K +$45.1K +348 +5%
IA
346
IFG Advisory
Georgia
$947K +$952K +7,351 New
HFS
347
Hughes Financial Services
Virginia
$946K +$951K +7,341 New
ACA
348
American Capital Advisory
Idaho
$942K -$15.2K -117 -2%
KP
349
Keel Point
Alabama
$935K +$19.7K +152 +2%
BIA
350
Bigelow Investment Advisors
Maine
$929K -$55.2K -426 -6%