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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
376
Private Trust Company
Ohio
$888K -$170K -1,148 -16%
RP
377
Riverwater Partners
Wisconsin
$888K -$7.84K -53 -0.9%
PCA
378
Pallas Capital Advisors
Massachusetts
$886K – – –
JMNC
379
J. Mark Nickell & Co
Tennessee
$883K +$876K +5,927 New
SMWM
380
Silvia McColl Wealth Management
California
$876K – – –
IA
381
IFG Advisory
Georgia
$876K +$2.66K +18 +0.3%
MWM
382
Meridian Wealth Management
Kentucky
$875K +$13.3K +90 +2%
XF
383
XML Financial
Maryland
$874K +$83.2K +563 +11%
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$864K +$26.6K +180 +3%
FRA
385
Front Row Advisors
California
$863K – – –
CI Investments Inc
386
CI Investments Inc
Ontario, Canada
$857K +$59.1K +400 +7%
QPWM
387
Quadrant Private Wealth Management
Pennsylvania
$855K -$20.3K -137 -2%
TWA
388
Talisman Wealth Advisors
New Jersey
$852K +$145K +978 +21%
BSB
389
Bangor Savings Bank
Maine
$851K -$14.3K -97 -2%
FF
390
Farrell Financial
New York
$847K -$591 -4 -0.1%
AWA
391
Aaron Wealth Advisors
Illinois
$845K -$204K -1,381 -20%
WA
392
Waverly Advisors
Alabama
$838K +$25K +169 +3%
IFG
393
Independent Financial Group
California
$837K +$3.7K +25 +0.4%
DWM
394
Diversify Wealth Management
Utah
$837K +$818K +5,535 New
BIA
395
Bell Investment Advisors
California
$826K -$1.77K -12 -0.2%
SPI
396
Sutton Place Investors
New York
$819K -$38.7K -262 -5%
MGP
397
Metis Global Partners
California
$818K +$81.5K +551 +11%
BCM
398
Becker Capital Management
Oregon
$818K +$812K +5,489 New
SRB
399
Shotwell Rutter Baer
Michigan
$813K -$10.1K -68 -1%
O3W
400
Omni 360 Wealth
New Jersey
$806K -$12.6K -85 -2%