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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
376
Live Oak Investment Partners
Texas
$736K +$778K +6,039 New
DWP
377
Destiny Wealth Partners
Florida
$736K
AAM
378
Ameraudi Asset Management
New York
$734K
CSP
379
Cary Street Partners
Virginia
$732K -$5.15K -40 -0.7%
QPWM
380
Quadrant Private Wealth Management
Pennsylvania
$729K -$3.48K -27 -0.4%
MA
381
MKT Advisors
California
$728K -$13.3K -103 -2%
MCM
382
MAI Capital Management
Ohio
$721K -$93.9K -729 -11%
OWCM
383
One Wealth Capital Management
Arizona
$711K -$1.26M -9,796 -63%
5W
384
5T Wealth
California
$707K -$74.6K -579 -9%
FRA
385
Front Row Advisors
California
$706K
JF
386
JSF Financial
California
$704K -$105K -814 -12%
SPI
387
Sutton Place Investors
New York
$704K -$31.6K -245 -4%
Squarepoint
388
Squarepoint
New York
$701K +$741K +5,753 New
FF
389
Farrell Financial
New York
$693K -$9.02K -70 -1%
IA
390
IFP Advisors
Florida
$691K -$901 -7 -0.1%
BAM
391
Belpointe Asset Management
Nevada
$684K -$402K -3,125 -36%
First Trust Advisors
392
First Trust Advisors
Illinois
$682K -$5.54K -43 -0.8%
CFG
393
Cooper Financial Group
California
$679K -$156K -1,211 -18%
BIG
394
Brookwood Investment Group
Arizona
$678K +$716K +5,563 New
FGAM
395
Financial Gravity Asset Management
Texas
$669K +$707K +5,490 New
IFG
396
Independent Financial Group
California
$669K -$80K -621 -10%
KFP
397
Keener Financial Planning
Texas
$667K -$5.92K -46 -0.8%
IF
398
Intrua Financial
Texas
$661K
SWM
399
Spire Wealth Management
Virginia
$661K -$8.37K -65 -1%
SL
400
Sentinus LLC
Illinois
$658K -$11.7K -91 -2%