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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$661K -$8.37K -65 -1%
SL
402
Sentinus LLC
Illinois
$658K -$11.7K -91 -2%
MWA
403
Merkkuri Wealth Advisors
New York
$656K -$195K -1,512 -22%
DE
404
Diversified Enterprises
Delaware
$653K -$258 -2 -0%
APWA
405
Atlas Private Wealth Advisors
New Jersey
$651K -$1.03K -8 -0.1%
PAI
406
Pittenger & Anderson Inc
Nebraska
$639K +$222K +1,724 +49%
WWM
407
Western Wealth Management
Colorado
$635K -$49.7K -386 -7%
MCAI
408
Members Capital Advisors Inc
Wisconsin
$635K – – –
HFO
409
Heritage Family Offices
Arizona
$631K -$118K -917 -15%
IWM
410
IHT Wealth Management
Illinois
$629K +$80.5K +625 +14%
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$628K -$50.6K -393 -7%
GDP
412
Great Diamond Partners
Maine
$626K -$24.7K -192 -4%
DA
413
Detalus Advisors
Missouri
$626K +$12.5K +97 +2%
WFA
414
Wade Financial Advisory
California
$625K +$119K +926 +22%
Lido Advisors
415
Lido Advisors
California
$624K +$7.08K +55 +1%
SAI
416
Savvy Advisors Inc
New York
$618K +$218K +1,695 +50%
SRB
417
Shotwell Rutter Baer
Michigan
$618K -$71.6K -556 -9%
RCA
418
Resonant Capital Advisors
Wisconsin
$615K – – –
TPCW
419
TD Private Client Wealth
New York
$614K -$200K -1,551 -24%
SFG
420
Sovereign Financial Group
Connecticut
$607K +$27.3K +212 +4%
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$604K +$1.42K +11 +0.2%
BFP
422
Brewster Financial Planning
New York
$604K – – –
WAM
423
WNY Asset Management
New York
$599K +$633K +4,914 New
KWM
424
Kingsview Wealth Management
Oregon
$599K +$3.22K +25 +0.5%
Qube Research & Technologies (QRT)
425
Qube Research & Technologies (QRT)
United Kingdom
$598K -$637K -4,948 -50%