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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFO
376
Heritage Family Offices
Arizona
$797K +$767K +6,678 New
D
377
Diversified
Delaware
$796K +$767K +6,674 New
SAI
378
Savvy Advisors Inc
New York
$795K +$102K +884 +15%
FHA
379
Flagship Harbor Advisors
Massachusetts
$791K -$17.1K -149 -2%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$790K
ACA
381
American Capital Advisory
Idaho
$784K +$5.74K +50 +0.7%
MWM
382
Meridian Wealth Management
Kentucky
$776K +$747K +6,503 New
BIA
383
Bell Investment Advisors
California
$773K +$16.3K +142 +2%
SVWAG
384
Sound View Wealth Advisors Group
Georgia
$769K -$91.1K -793 -11%
HPM
385
Hoxton Planning & Management
West Virginia
$767K -$5.74K -50 -0.8%
JF
386
JSF Financial
California
$767K +$118K +1,025 +19%
PS
387
Principal Securities
Iowa
$754K -$80.3K -699 -10%
WCFA
388
Walkner Condon Financial Advisors
Wisconsin
$751K -$7.58K -66 -1%
IFAM
389
Institutional & Family Asset Management
Colorado
$744K -$22.7K -198 -3%
SWM
390
Spire Wealth Management
Virginia
$743K -$1.04M -9,036 -59%
QPWM
391
Quadrant Private Wealth Management
Pennsylvania
$740K -$486K -4,228 -41%
DWP
392
Destiny Wealth Partners
Florida
$738K
EWA
393
Emergent Wealth Advisors
New York
$737K +$27.7K +241 +4%
LOIP
394
Live Oak Investment Partners
Texas
$730K
APWA
395
Atlas Private Wealth Advisors
New Jersey
$728K +$351K +3,055 +100%
MFA
396
McClarren Financial Advisors
Pennsylvania
$728K -$598K -5,209 -83%
PPW
397
Presilium Private Wealth
Pennsylvania
$726K -$12.1K -105 -2%
SPI
398
Sutton Place Investors
New York
$725K +$230 +2 +0%
KFP
399
Keener Financial Planning
Texas
$723K -$19.3K -168 -3%
AAM
400
Ameraudi Asset Management
New York
$719K