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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
351
Valtinson Bruner Financial Planning
Minnesota
$388K -$2.58K -29 -0.7%
CFIA
352
Cantor Fitzgerald Investment Advisors
New York
$388K
Bank of Montreal
353
Bank of Montreal
Ontario, Canada
$386K -$52.1M -585,586 -99%
GRP
354
Global Retirement Partners
California
$384K +$24.6K +277 +7%
GFPC
355
Global Financial Private Client
Florida
$382K +$242K +2,722 +190%
HFS
356
Howard Financial Services
Texas
$381K +$178 +2 +0%
EFL
357
ERn Financial LLC
Wisconsin
$379K +$19.9K +224 +6%
WFA
358
Wade Financial Advisory
California
$376K -$889 -10 -0.2%
DWT
359
Dorsey & Whitney Trust
South Dakota
$373K +$26.7K +300 +8%
PA
360
Planning Alternatives
Michigan
$371K -$2.31K -26 -0.6%
AWM
361
Avior Wealth Management
Nebraska
$371K +$346K +3,892 +1,986%
ADIM
362
Alpha DNA Investment Management
Maryland
$369K +$22.4K +252 +7%
ECM
363
Evergreen Capital Management
Washington
$363K +$65.3K +735 +23%
B
364
Bailard
California
$363K +$355K +3,990 New
CPIG
365
Chicago Partners Investment Group
Illinois
$354K +$328K +3,688 New
XF
366
XML Financial
Maryland
$347K -$117K -1,316 -26%
CRI
367
Colonial River Investments
Virginia
$346K +$338K +3,803 New
AFAS
368
Acorn Financial Advisory Services
Virginia
$345K -$80.8K -909 -19%
PAI
369
Pittenger & Anderson Inc
Nebraska
$330K +$68.2K +767 +27%
RWM
370
RKL Wealth Management
Pennsylvania
$329K
GIA
371
GHP Investment Advisors
Colorado
$323K +$316K +3,550 New
SF
372
Synovus Financial
Georgia
$318K +$311K +3,500 New
HGWM
373
Harvest Group Wealth Management
Massachusetts
$310K +$288K +3,235 New
CS
374
Credit Suisse
Switzerland
$308K +$301K +3,390 New
RFC
375
Regions Financial Corp
Alabama
$304K +$298K +3,349 New