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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
351
Tarbox Family Office
California
$1.24M -$85.1K -850 -6%
MLA
352
My Legacy Advisors
Oregon
$1.24M +$1.22M +12,214 New
BFM
353
Boston Financial Management
Massachusetts
$1.24M +$64.1K +640 +6%
3LCM
354
3D/L Capital Management
Connecticut
$1.23M +$66K +659 +6%
FPGK
355
Financial Partners Group (Kansas)
Kansas
$1.21M +$46.6K +465 +4%
PFA
356
Pinnacle Family Advisors
Missouri
$1.2M +$44.1K +440 +4%
MSA
357
Marino Stram & Associates
Massachusetts
$1.19M +$225K +2,247 +24%
KL
358
KilterHowling LLC
Colorado
$1.19M -$134K -1,333 -10%
BBHC
359
Brown Brothers Harriman & Co
New York
$1.18M +$1.1M +10,989 +1,772%
RP
360
Riverwater Partners
Wisconsin
$1.16M -$10.7K -107 -0.9%
BONH
361
Bank of New Hampshire
New Hampshire
$1.16M -$22.5K -225 -2%
HKIMG
362
Hutchens & Kramer Investment Management Group
Indiana
$1.14M -$801 -8 -0.1%
LFA
363
Legacy Financial Advisors
Kentucky
$1.12M -$35.7K -356 -3%
RFA
364
RTD Financial Advisors
Pennsylvania
$1.12M -$801 -8 -0.1%
LAS
365
Lloyd Advisory Services
Georgia
$1.1M +$529K +5,278 +94%
BIA
366
Bigelow Investment Advisors
Maine
$1.1M +$125K +1,245 +13%
RCS
367
Retirement Capital Strategies
California
$1.07M -$13.6M -135,571 -93%
G
368
GenTrust
Florida
$1.07M +$16.2K +162 +2%
BFG
369
Beacon Financial Group
Texas
$1.06M +$6.41K +64 +0.6%
ACP
370
Aveo Capital Partners
Colorado
$1.06M +$30.8K +308 +3%
IFG
371
Independent Financial Group
California
$1.05M +$5.61K +56 +0.5%
PNC Financial Services Group
372
PNC Financial Services Group
Pennsylvania
$1.05M -$836K -8,349 -45%
WANY
373
Wealthspire Advisors (New York)
New York
$1.04M -$249K -2,485 -19%
IFAM
374
Institutional & Family Asset Management
Colorado
$1.04M -$59.3K -592 -5%
IA
375
Integrity Advisory
Kansas
$1.03M +$1.02M +10,176 New