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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Continuum Advisory
Idaho
$679K -$38K -379 -5%
CC
427
Chicago Capital
Illinois
$679K
SP
428
Symmetry Partners
Connecticut
$675K +$21.9K +219 +3%
CPP
429
Capasso Planning Partners
South Carolina
$673K +$67.4K +673 +11%
CAM
430
Cresset Asset Management
Illinois
$662K
TPCW
431
TD Private Client Wealth
New York
$657K +$251K +2,503 +63%
SPWM
432
Schrum Private Wealth Management
Florida
$656K -$26.5K -265 -4%
KWM
433
Kingsview Wealth Management
Oregon
$650K +$104K +1,037 +19%
QC
434
Quent Capital
New York
$630K -$480K -4,796 -44%
M&T Bank
435
M&T Bank
New York
$630K
FCI
436
Financial Counselors Inc
Kansas
$624K -$200K -2,000 -25%
JIC
437
Johnson Investment Counsel
Ohio
$623K +$616K +6,146 New
MA
438
MONECO Advisors
Connecticut
$615K -$12.3K -123 -2%
WWA
439
WC Walker & Associates
California
$591K +$390K +3,895 +188%
FRA
440
Front Row Advisors
California
$590K -$11.8K -118 -2%
WA
441
Wealth Architects
California
$589K +$282K +2,811 +94%
GLLW
442
Graves Light Lenhart Wealth
Virginia
$587K
BC
443
Brio Consultants
California
$584K +$84K +839 +17%
PP
444
Prosperity Planning
Missouri
$580K
AP
445
Advisor Partners
California
$575K
ACA
446
Aptus Capital Advisors
Alabama
$557K -$53.2K -531 -9%
BBA
447
BLB&B Advisors
Pennsylvania
$546K -$30.7K -307 -5%
TIM
448
Tortoise Investment Management
New York
$544K +$538K +5,370 New
AC
449
AlphaCore Capital
California
$537K +$117K +1,173 +28%
WCFA
450
Walkner Condon Financial Advisors
Wisconsin
$534K +$528K +5,268 New