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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPP
401
Capasso Planning Partners
South Carolina
$719K -$252K -1,800 -27%
MGP
402
Metis Global Partners
California
$719K -$364K -2,602 -35%
IWM
403
IHT Wealth Management
Illinois
$711K -$35.3K -252 -5%
SL
404
Sentinus LLC
Illinois
$711K -$3.36K -24 -0.5%
GWMR
405
GC Wealth Management RIA
Massachusetts
$709K +$456K +3,259 +203%
TPCW
406
TD Private Client Wealth
New York
$703K -$7.42K -53 -1%
BRWA
407
B. Riley Wealth Advisors
Florida
$699K +$4.62K +33 +0.7%
BFP
408
Brewster Financial Planning
New York
$699K
IF
409
Intrua Financial
Texas
$695K +$7.7K +55 +1%
USCWA
410
U.S. Capital Wealth Advisors
Texas
$694K +$84K +600 +14%
AMG
411
APS Management Group
California
$694K +$667K +4,764 New
MSFS
412
Main Street Financial Solutions
Pennsylvania
$693K -$10.6K -76 -2%
HFS
413
Howard Financial Services
Texas
$692K +$1.54K +11 +0.2%
PA
414
PFG Advisors
Arizona
$689K -$115K -819 -15%
FGAM
415
Financial Gravity Asset Management
Texas
$687K +$661K +4,721 New
TWA
416
Talisman Wealth Advisors
New Jersey
$687K -$6.58K -47 -1%
TW
417
Traveka Wealth
California
$687K +$45.4K +324 +7%
Bank of Montreal
418
Bank of Montreal
Ontario, Canada
$682K +$32.2K +230 +5%
SAI
419
Savvy Advisors Inc
New York
$680K +$150K +1,069 +30%
CC
420
Copperleaf Capital
North Carolina
$677K +$101K +722 +18%
EB
421
Eastern Bank
Massachusetts
$672K -$35.6K -254 -5%
FFG
422
Fiduciary Financial Group
California
$671K +$560 +4 +0.1%
FA
423
FC Advisory
Pennsylvania
$671K +$280 +2 +0%
KWM
424
Kingsview Wealth Management
Oregon
$662K -$21.3K -152 -3%
HFO
425
Heritage Family Offices
Arizona
$657K -$93.8K -670 -13%