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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
426
St. Denis J. Villere & Co
Louisiana
$615K -$207K -1,800 -26%
FCI
427
Financial Counselors Inc
Kansas
$609K -$123K -1,071 -17%
VW
428
Veridan Wealth
Oregon
$608K +$516K +4,496 New
RP
429
Riverwater Partners
Wisconsin
$608K -$13.4K -117 -2%
WHCI
430
W.H. Cornerstone Investments
Massachusetts
$608K -$163K -1,420 -22%
QC
431
Quent Capital
New York
$607K -$6.32K -55 -1%
CAM
432
Concorde Asset Management
Michigan
$606K -$165K -1,435 -22%
KWM
433
Kingsview Wealth Management
Oregon
$601K +$161K +1,404 +39%
CAM
434
Cresset Asset Management
Illinois
$592K +$106K +923 +23%
MSFS
435
Main Street Financial Solutions
Pennsylvania
$576K +$1.38K +12 +0.2%
WAM
436
WNY Asset Management
New York
$575K -$9.65K -84 -2%
SF
437
Synovus Financial
Georgia
$575K +$115 +1 +0%
CW
438
CreativeOne Wealth
Kansas
$573K -$2.9M -25,282 -84%
TWA
439
Talisman Wealth Advisors
New Jersey
$573K +$152K +1,324 +38%
TVM
440
True Vision MN
Minnesota
$572K -$879K -7,655 -61%
KFSC
441
Keystone Financial Services (Colorado)
Colorado
$568K -$252K -2,191 -32%
GVAG
442
Great Valley Advisor Group
Delaware
$561K -$45.4K -395 -8%
FA
443
Fiduciary Alliance
South Carolina
$557K -$13.9K -121 -3%
USCWA
444
U.S. Capital Wealth Advisors
Texas
$553K +$48K +418 +10%
EPP
445
ETF Portfolio Partners
Kansas
$547K -$545K -4,747 -51%
IWM
446
IHT Wealth Management
Illinois
$543K +$44.9K +391 +9%
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$543K -$152K -1,327 -23%
AIA
448
Alera Investment Advisors
Illinois
$543K +$522K +4,549 New
XF
449
XML Financial
Maryland
$542K
LFA
450
Level Financial Advisors
New York
$540K