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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
376
Silvia McColl Wealth Management
California
$959K – – –
XPN
377
XY Planning Network
Montana
$955K +$35.4K +224 +4%
CFG
378
Cornerstone Financial Group
Nebraska
$954K +$1.9K +12 +0.2%
RWM
379
Ritholtz Wealth Management
New York
$948K +$915K +5,790 New
WWM
380
Western Wealth Management
Colorado
$942K -$31.3K -198 -3%
FRA
381
Front Row Advisors
California
$938K -$17.1K -108 -2%
MNA
382
Manning & Napier Advisors
New York
$936K -$75.4K -477 -8%
VA
383
Vident Advisory
Georgia
$935K – – –
MWM
384
Meridian Wealth Management
Kentucky
$934K -$6.8K -43 -0.7%
First Trust Advisors
385
First Trust Advisors
Illinois
$921K – – –
QPWM
386
Quadrant Private Wealth Management
Pennsylvania
$916K -$5.69K -36 -0.6%
IFG
387
Independent Financial Group
California
$915K -$71.6K -453 -7%
RP
388
Riverwater Partners
Wisconsin
$914K -$60.9K -385 -6%
IA
389
IFG Advisory
Georgia
$914K +$883K +5,585 New
TF
390
Theory Financial
Colorado
$901K +$82.5K +522 +10%
TWCA
391
Two West Capital Advisors
Kansas
$900K +$69.6K +440 +9%
LIA
392
LifePlan Investment Advisors
North Carolina
$900K -$45.2K -286 -5%
AWA
393
Aaron Wealth Advisors
Illinois
$899K -$30.8K -195 -3%
BCM
394
Becker Capital Management
Oregon
$898K – – –
SPI
395
Sutton Place Investors
New York
$896K -$2.69K -17 -0.3%
FF
396
Farrell Financial
New York
$895K -$11.1K -70 -1%
IA
397
IFP Advisors
Florida
$891K -$16.6K -105 -2%
GS
398
GTS Securities
Florida
$890K +$859K +5,436 New
KWM
399
Kingsview Wealth Management
Oregon
$888K +$37.5K +237 +5%
KP
400
Keel Point
Alabama
$886K -$292K -1,846 -25%