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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
351
Beacon Pointe Advisors
California
$1.03M -$129K -1,175 -12%
AWA
352
Aaron Wealth Advisors
Illinois
$1.03M +$413K +3,772 +73%
TFO
353
Tarbox Family Office
California
$1.02M -$71.5K -653 -7%
BIA
354
Bigelow Investment Advisors
Maine
$1.01M -$114K -1,045 -11%
AFP
355
Advus Financial Partners
Florida
$1.01M -$30.9K -282 -3%
SFG
356
SNS Financial Group
Minnesota
$1.01M +$19.6K +179 +2%
CGL
357
Clarius Group LLC
Washington
$1.01M -$113K -1,034 -11%
MWS
358
Maxwell Wealth Strategies
California
$997K -$2.01M -18,378 -68%
DC
359
Davenport & Co
Virginia
$995K -$73.3K -669 -7%
VA
360
Valmark Advisers
Ohio
$989K -$6.57K -60 -0.7%
LWM
361
Liberty Wealth Management
California
$985K -$2M -18,223 -68%
MBFW
362
Morton Brown Family Wealth
Pennsylvania
$981K -$18K -164 -2%
IFG
363
Independent Financial Group
California
$961K -$1.7M -15,547 -65%
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
$957K +$63K +575 +7%
MWM
365
Maripau Wealth Management
Indiana
$947K -$984K -8,984 -52%
LWMG
366
Levy Wealth Management Group
Pennsylvania
$936K – – –
LW
367
Libra Wealth
California
$933K – – –
Pathstone Holdings
368
Pathstone Holdings
New Jersey
$929K -$360K -3,282 -29%
RIM
369
Redwood Investment Management
Arizona
$923K +$212K +1,932 +32%
SFC
370
SYM Financial Corp
Indiana
$918K +$269K +2,454 +44%
OGF
371
Orin Green Financial
California
$917K -$884K -8,068 Closed
CIA
372
Concurrent Investment Advisors
Florida
$917K -$179K -1,632 -17%
CWM
373
Cornerstone Wealth Management
Missouri
$914K -$12.6K -115 -1%
TPWA
374
TRUE Private Wealth Advisors
Oregon
$902K -$336K -3,069 -28%
SAM
375
Strategy Asset Managers
California
$898K -$39.4K -360 -4%