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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
$799K -$42.4K -349 -5%
WCFA
377
Walkner Condon Financial Advisors
Wisconsin
$792K -$2.43K -20 -0.3%
MYIA
378
Mount Yale Investment Advisors
Colorado
$792K -$651K -5,363 -46%
PPW
379
Presilium Private Wealth
Pennsylvania
$777K +$8.38K +69 +1%
DWP
380
Destiny Wealth Partners
Florida
$774K -$5.95K -49 -0.8%
APWA
381
Atlas Private Wealth Advisors
New Jersey
$773K +$2.91K +24 +0.4%
SWM
382
Spire Wealth Management
Virginia
$769K -$16.1K -133 -2%
KFP
383
Keener Financial Planning
Texas
$765K – – –
LOIP
384
Live Oak Investment Partners
Texas
$762K – – –
MGP
385
Metis Global Partners
California
$761K +$332K +2,733 +83%
QPWM
386
Quadrant Private Wealth Management
Pennsylvania
$760K -$21.9K -180 -3%
AAM
387
Ameraudi Asset Management
New York
$760K – – –
SPI
388
Sutton Place Investors
New York
$759K -$8.14K -67 -1%
FF
389
Farrell Financial
New York
$755K -$2.19K -18 -0.3%
LWM
390
Liberty Wealth Management
California
$740K -$8.62K -71 -1%
GM
391
GeoWealth Management
Illinois
$739K +$253K +2,080 +55%
FRA
392
Front Row Advisors
California
$731K – – –
BEI
393
Benjamin Edwards Inc
Missouri
$714K +$687K +5,659 New
Qube Research & Technologies (QRT)
394
Qube Research & Technologies (QRT)
United Kingdom
$712K +$598K +4,922 +686%
WWM
395
Western Wealth Management
Colorado
$699K +$31.8K +262 +5%
US Bancorp
396
US Bancorp
Minnesota
$695K -$55.1K -454 -8%
FFWA
397
Forthright Family Wealth Advisory
Texas
$693K -$1.76M -14,465 -74%
IF
398
Intrua Financial
Texas
$687K -$50.6K -417 -7%
SAW
399
Signal Advisors Wealth
Michigan
$685K +$659K +5,428 New
WB
400
WesBanco Bank
West Virginia
$685K +$659K +5,428 New