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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
PFG Advisors
Arizona
$802K +$96K +649 +14%
IA
402
IFP Advisors
Florida
$800K -$6.06K -41 -0.8%
CFG
403
Cornerstone Financial Group
Nebraska
$798K -$52.2K -353 -6%
TF
404
Theory Financial
Colorado
$797K -$34.7K -235 -4%
DA
405
Detalus Advisors
Missouri
$790K -$3.7K -25 -0.5%
SWM
406
Spire Wealth Management
Virginia
$777K +$148 +1 +0%
KF
407
Kelsey Financial
California
$776K +$770K +5,207 New
AL
408
Aspiriant LLC
California
$767K +$9.46K +64 +1%
Lido Advisors
409
Lido Advisors
California
$766K +$22.8K +154 +3%
LPAM
410
Lodestar Private Asset Management
California
$761K -$24.7K -167 -3%
RCA
411
Resonant Capital Advisors
Wisconsin
$752K – – –
SL
412
Sentinus LLC
Illinois
$746K +$18.6K +126 +3%
EPW
413
Evolve Private Wealth
California
$739K +$734K +4,961 New
IWM
414
IHT Wealth Management
Illinois
$730K +$1.92K +13 +0.3%
CAAS
415
Capital Asset Advisory Services
Michigan
$723K +$164K +1,110 +30%
IF
416
Intrua Financial
Texas
$719K +$8.13K +55 +1%
BRWA
417
B. Riley Wealth Advisors
Florida
$715K -$444 -3 -0.1%
MWA
418
Motive Wealth Advisors
Michigan
$713K +$708K +4,789 New
AMG
419
APS Management Group
California
$711K +$1.18K +8 +0.2%
HFS
420
Howard Financial Services
Texas
$710K +$1.33K +9 +0.2%
MSFS
421
Main Street Financial Solutions
Pennsylvania
$709K – – –
BFP
422
Brewster Financial Planning
New York
$707K -$8.72K -59 -1%
TPCW
423
TD Private Client Wealth
New York
$707K -$12.6K -85 -2%
US Bancorp
424
US Bancorp
Minnesota
$698K +$191K +1,290 +38%
GDP
425
Great Diamond Partners
Maine
$698K -$66.7K -451 -9%