We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
401
JMG Financial Group
Illinois
$755K +$73.4K +803 +10%
EPP
402
ETF Portfolio Partners
Kansas
$729K +$2.47K +27 +0.3%
DA
403
Detalus Advisors
Missouri
$725K +$790K +8,644 New
DWT
404
Dorsey & Whitney Trust
South Dakota
$722K – – –
ACA
405
Affinity Capital Advisors
California
$718K -$34.3K -376 -4%
CPIG
406
Chicago Partners Investment Group
Illinois
$718K +$365 +4 +0.1%
PNC Financial Services Group
407
PNC Financial Services Group
Pennsylvania
$706K -$175K -1,914 -19%
DWP
408
Destiny Wealth Partners
Florida
$703K – – –
CT
409
Cambridge Trust
Massachusetts
$701K -$1.34M -14,628 -64%
AF
410
Allworth Financial
California
$701K +$37.6K +412 +5%
MA
411
MKT Advisors
California
$697K -$78.7K -861 -10%
GC
412
Garde Capital
Washington
$696K +$443K +4,845 +141%
IFAM
413
Institutional & Family Asset Management
Colorado
$694K -$183K -1,999 -19%
SQA
414
Simon Quick Advisors
New Jersey
$686K +$679K +7,430 New
VWA
415
Visionary Wealth Advisors
Illinois
$678K -$1.21M -13,292 -62%
BFPW
416
BOK Financial Private Wealth
Colorado
$673K +$550K +6,024 +301%
WS
417
Wedbush Securities
California
$667K -$167K -1,831 -19%
TWP
418
Tempus Wealth Planning
California
$661K +$720K +7,882 New
LWP
419
Lumature Wealth Partners
Georgia
$631K +$548 +6 +0.1%
AFP
420
Ausdal Financial Partners
Iowa
$630K -$25K -274 -4%
CCM
421
Coldstream Capital Management
Washington
$629K +$19.6K +215 +3%
JIC
422
Johnson Investment Counsel
Ohio
$627K +$121K +1,322 +22%
C
423
CEDRUS
Colorado
$620K -$546K -5,977 -45%
SVWAG
424
Sound View Wealth Advisors Group
Georgia
$619K – – –
RFA
425
Resurgent Financial Advisors
Georgia
$619K +$344K +3,766 +104%