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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Meridian Wealth Management
Kentucky
$739K -$68.5K -532 -8%
O3W
377
Omni 360 Wealth
New Jersey
$737K -$48.6K -377 -6%
LOIP
378
Live Oak Investment Partners
Texas
$736K +$778K +6,039 New
DWP
379
Destiny Wealth Partners
Florida
$736K – – –
AAM
380
Ameraudi Asset Management
New York
$734K – – –
CSP
381
Cary Street Partners
Virginia
$732K -$5.15K -40 -0.7%
QPWM
382
Quadrant Private Wealth Management
Pennsylvania
$729K -$3.48K -27 -0.4%
MA
383
MKT Advisors
California
$728K -$13.3K -103 -2%
MCM
384
MAI Capital Management
Ohio
$721K -$93.9K -729 -11%
OWCM
385
One Wealth Capital Management
Arizona
$711K -$1.26M -9,796 -63%
5W
386
5T Wealth
California
$707K -$74.6K -579 -9%
FRA
387
Front Row Advisors
California
$706K – – –
JF
388
JSF Financial
California
$704K -$105K -814 -12%
SPI
389
Sutton Place Investors
New York
$704K -$31.6K -245 -4%
Squarepoint
390
Squarepoint
New York
$701K +$741K +5,753 New
FF
391
Farrell Financial
New York
$693K -$9.02K -70 -1%
IA
392
IFP Advisors
Florida
$691K -$901 -7 -0.1%
BAM
393
Belpointe Asset Management
Nevada
$684K -$402K -3,125 -36%
First Trust Advisors
394
First Trust Advisors
Illinois
$682K -$5.54K -43 -0.8%
CFG
395
Cooper Financial Group
California
$679K -$156K -1,211 -18%
BIG
396
Brookwood Investment Group
Arizona
$678K +$716K +5,563 New
FGAM
397
Financial Gravity Asset Management
Texas
$669K +$707K +5,490 New
IFG
398
Independent Financial Group
California
$669K -$80K -621 -10%
KFP
399
Keener Financial Planning
Texas
$667K -$5.92K -46 -0.8%
IF
400
Intrua Financial
Texas
$661K – – –