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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
376
Stonebridge Financial Planning Group
Florida
$182K +$146K +1,800 +563%
SL
377
Savior LLC
Massachusetts
$175K +$165K +2,038 New
MA
378
MUFG Americas
New York
$154K
AIM
379
Acropolis Investment Management
Missouri
$151K +$142K +1,750 New
GFPC
380
Global Financial Private Client
Florida
$124K +$117K +1,436 New
LWA
381
Lowe Wealth Advisors
Maryland
$116K +$85.3K +1,050 +350%
GEA
382
Glen Eagle Advisors
New Jersey
$103K +$49.1K +605 +101%
AP
383
Atwood & Palmer
Missouri
$91K +$86K +1,059 New
GA
384
GoalVest Advisory
New York
$80K +$75.4K +928 New
RWG
385
Regal Wealth Group
California
$77K -$1.14K -14 -2%
CL
386
COWA LLC
Oklahoma
$77K +$71.9K +885 New
FP
387
Fiduciary Planning
Florida
$74K +$244 +3 +0.4%
NC
388
NewSquare Capital
Pennsylvania
$71K
GWM
389
Geneos Wealth Management
Colorado
$71K +$88.1K +1,085 +348%
PNC Financial Services Group
390
PNC Financial Services Group
Pennsylvania
$68K +$56K +690 +670%
CYG
391
Clean Yield Group
Vermont
$65K +$60.9K +750 New
RA
392
Reby Advisors
Connecticut
$64K +$60.5K +745 New
EP
393
Eudaimonia Partners
Tennessee
$59K -$76.2K -939 -58%
AWA
394
Arkadios Wealth Advisors
Georgia
$58K +$3.57K +44 +7%
IA
395
IFS Advisors
Kansas
$55K +$52.8K +650 New
FP
396
Financial Perspectives
Minnesota
$52.3K +$49.4K +608 New
CAL
397
Capital Analysts LLC
Pennsylvania
$52K +$41.7K +513 +590%
BA
398
Bellwether Advisors
Nebraska
$48K +$46.2K +569 New
HNB
399
Huntington National Bank
Ohio
$42K
AssetMark Inc
400
AssetMark Inc
California
$41K +$17.9K +220 +85%