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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
376
Walkner Condon Financial Advisors
Wisconsin
$792K -$2.43K -20 -0.3%
MYIA
377
Mount Yale Investment Advisors
Colorado
$792K -$651K -5,363 -46%
PPW
378
Presilium Private Wealth
Pennsylvania
$777K +$8.38K +69 +1%
DWP
379
Destiny Wealth Partners
Florida
$774K -$5.95K -49 -0.8%
APWA
380
Atlas Private Wealth Advisors
New Jersey
$773K +$2.91K +24 +0.4%
SWM
381
Spire Wealth Management
Virginia
$769K -$16.1K -133 -2%
KFP
382
Keener Financial Planning
Texas
$765K
LOIP
383
Live Oak Investment Partners
Texas
$762K
MGP
384
Metis Global Partners
California
$761K +$332K +2,733 +83%
QPWM
385
Quadrant Private Wealth Management
Pennsylvania
$760K -$21.9K -180 -3%
AAM
386
Ameraudi Asset Management
New York
$760K
SPI
387
Sutton Place Investors
New York
$759K -$8.14K -67 -1%
FF
388
Farrell Financial
New York
$755K -$2.19K -18 -0.3%
LWM
389
Liberty Wealth Management
California
$740K -$8.62K -71 -1%
GM
390
GeoWealth Management
Illinois
$739K +$253K +2,080 +55%
FRA
391
Front Row Advisors
California
$731K
BEI
392
Benjamin Edwards Inc
Missouri
$714K +$687K +5,659 New
Qube Research & Technologies (QRT)
393
Qube Research & Technologies (QRT)
United Kingdom
$712K +$598K +4,922 +686%
WWM
394
Western Wealth Management
Colorado
$699K +$31.8K +262 +5%
US Bancorp
395
US Bancorp
Minnesota
$695K -$55.1K -454 -8%
FFWA
396
Forthright Family Wealth Advisory
Texas
$693K -$1.76M -14,465 -74%
IF
397
Intrua Financial
Texas
$687K -$50.6K -417 -7%
SAW
398
Signal Advisors Wealth
Michigan
$685K +$659K +5,428 New
WB
399
WesBanco Bank
West Virginia
$685K +$659K +5,428 New
IA
400
IFP Advisors
Florida
$681K -$1.34K -11 -0.2%