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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
401
Libra Wealth
California
$791K -$404K -4,372 -35%
GIA
402
Gladstone Institutional Advisory
Florida
$786K -$270K -2,925 -27%
RP
403
Riverwater Partners
Wisconsin
$780K +$92 +1 +0%
IFAM
404
Institutional & Family Asset Management
Colorado
$770K +$739 +8 +0.1%
LFA
405
LGT Financial Advisors
Texas
$766K +$726K +7,863 New
WWM
406
Western Wealth Management
Colorado
$764K -$11.5K -124 -2%
CGL
407
Clarius Group LLC
Washington
$746K +$4.25K +46 +0.6%
SFG
408
SNS Financial Group
Minnesota
$734K +$25.4K +275 +4%
BONH
409
Bank of New Hampshire
New Hampshire
$730K
MFA
410
McClarren Financial Advisors
Pennsylvania
$729K -$11.3K -122 -2%
TIA
411
Traphagen Investment Advisors
New Jersey
$729K -$244K -2,640 -26%
SW
412
SVB Wealth
Massachusetts
$727K -$1.48K -16 -0.2%
BPA
413
Beacon Pointe Advisors
California
$726K -$4.7M -50,876 -87%
AWA
414
Aaron Wealth Advisors
Illinois
$720K +$322K +3,484 +89%
SMWM
415
Silvia McColl Wealth Management
California
$716K +$4.8K +52 +0.7%
LIA
416
LifePlan Investment Advisors
North Carolina
$714K +$677K +7,327 New
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$714K +$676K +7,325 New
ST
418
Sentinel Trust
Texas
$712K -$23.5K -255 -3%
SP
419
Symmetry Partners
Connecticut
$707K +$24.7K +267 +4%
NL
420
NEPC LLC
Massachusetts
$704K +$667K +7,224 New
SVWAG
421
Sound View Wealth Advisors Group
Georgia
$704K -$369 -4 -0.1%
HIM
422
Hanlon Investment Management
New Jersey
$701K +$59.2K +641 +10%
FHA
423
Flagship Harbor Advisors
Massachusetts
$682K +$1.02K +11 +0.2%
IF
424
Intrua Financial
Texas
$680K -$64.5K -698 -9%
CTC
425
Central Trust Company
Missouri
$678K -$47.7K -517 -7%