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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
426
Zurich Insurance Group
Switzerland
$681K +$673K +6,715 New
CA
427
Continuum Advisory
Idaho
$679K -$38K -379 -5%
CC
428
Chicago Capital
Illinois
$679K – – –
SP
429
Symmetry Partners
Connecticut
$675K +$21.9K +219 +3%
CPP
430
Capasso Planning Partners
South Carolina
$673K +$67.4K +673 +11%
CAM
431
Cresset Asset Management
Illinois
$662K – – –
TPCW
432
TD Private Client Wealth
New York
$657K +$251K +2,503 +63%
SPWM
433
Schrum Private Wealth Management
Florida
$656K -$26.5K -265 -4%
KWM
434
Kingsview Wealth Management
Oregon
$650K +$104K +1,037 +19%
QC
435
Quent Capital
New York
$630K -$480K -4,796 -44%
M&T Bank
436
M&T Bank
New York
$630K – – –
FCI
437
Financial Counselors Inc
Kansas
$624K -$200K -2,000 -25%
JIC
438
Johnson Investment Counsel
Ohio
$623K +$616K +6,146 New
MA
439
MONECO Advisors
Connecticut
$615K -$12.3K -123 -2%
WWA
440
WC Walker & Associates
California
$591K +$390K +3,895 +188%
FRA
441
Front Row Advisors
California
$590K -$11.8K -118 -2%
WA
442
Wealth Architects
California
$589K +$282K +2,811 +94%
GLLW
443
Graves Light Lenhart Wealth
Virginia
$587K – – –
BC
444
Brio Consultants
California
$584K +$84K +839 +17%
PP
445
Prosperity Planning
Missouri
$580K – – –
AP
446
Advisor Partners
California
$575K – – –
ACA
447
Aptus Capital Advisors
Alabama
$557K -$53.2K -531 -9%
BBA
448
BLB&B Advisors
Pennsylvania
$546K -$30.7K -307 -5%
TIM
449
Tortoise Investment Management
New York
$544K +$538K +5,370 New
AC
450
AlphaCore Capital
California
$537K +$117K +1,173 +28%