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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
426
Stonebridge Financial Planning Group
Florida
$200K
AIM
427
Acropolis Investment Management
Missouri
$193K +$33.3K +375 +21%
LPIC
428
LeJeune Puetz Investment Counsel
Michigan
$173K +$169K +1,903 New
PFA
429
Professional Financial Advisors
Nebraska
$169K +$133K +1,499 +419%
MA
430
MUFG Americas
New York
$163K
SL
431
Savior LLC
Massachusetts
$144K -$40.3K -453 -22%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$144K +$141K +1,585 New
FA
433
Fortis Advisors
Pennsylvania
$144K +$141K +1,587 New
LWA
434
Lowe Wealth Advisors
Maryland
$123K
FFA
435
Founders Financial Alliance
North Carolina
$113K -$236K -2,650 -69%
GEA
436
Glen Eagle Advisors
New Jersey
$111K +$1.69K +19 +2%
BCPWM
437
Bradley & Co Private Wealth Management
Florida
$108K +$106K +1,188 New
S
438
SignatureFD
Georgia
$105K +$102K +1,151 New
GWM
439
Geneos Wealth Management
Colorado
$102K -$28.8K -324 -23%
BWL
440
Bogart Wealth LLC
Virginia
$97K +$95.3K +1,072 New
CL
441
COWA LLC
Oklahoma
$83K
RWG
442
Regal Wealth Group
California
$81K
FP
443
Fiduciary Planning
Florida
$78K +$267 +3 +0.4%
BBHC
444
Brown Brothers Harriman & Co
New York
$66K +$64.2K +722 New
CFFP
445
Center for Financial Planning
Michigan
$66K +$65K +731 New
COCM
446
Charter Oak Capital Management
New Hampshire
$65K +$25.6K +288 +67%
CAL
447
Capital Analysts LLC
Pennsylvania
$63K +$8.27K +93 +16%
AWA
448
Arkadios Wealth Advisors
Georgia
$61K -$267 -3 -0.4%
AP
449
Atwood & Palmer
Missouri
$58K -$37.4K -421 -40%
PNC Financial Services Group
450
PNC Financial Services Group
Pennsylvania
$58K -$13.5K -152 -19%