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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VW
426
Veridan Wealth
Oregon
$652K +$628K +4,481 New
BFG
427
Buttonwood Financial Group
Missouri
$652K +$186K +1,325 +42%
IAA
428
Independent Advisor Alliance
North Carolina
$647K +$244K +1,742 +64%
SFG
429
Sovereign Financial Group
Connecticut
$632K +$45.7K +326 +8%
W
430
WealthCollab
Washington
$628K
MT
431
Midwest Trust
Kansas
$625K
S
432
SignatureFD
Georgia
$625K +$2.66K +19 +0.4%
CWM
433
Certus Wealth Management
California
$619K -$26.8K -191 -4%
WWM
434
Western Wealth Management
Colorado
$618K -$142K -1,012 -19%
MWM
435
MBE Wealth Management
Wisconsin
$618K -$10.4K -74 -2%
DE
436
Diversified Enterprises
Delaware
$618K -$7.14K -51 -1%
RWP
437
RWA Wealth Partners
Massachusetts
$618K +$58.1K +415 +11%
FIA
438
Foundations Investment Advisors
Arizona
$607K -$3.5K -25 -0.6%
ACS
439
Archford Capital Strategies
Illinois
$601K
EWA
440
Emergent Wealth Advisors
New York
$595K -$10.6K -76 -2%
AA
441
Ancora Advisors
Ohio
$586K -$31.5K -225 -5%
MFP
442
Meridian Financial Partners
Virginia
$584K -$52.8K -377 -9%
RF
443
Rossby Financial
Florida
$583K +$14.1K +101 +3%
JIC
444
Johnson Investment Counsel
Ohio
$576K
OPCM
445
Osborne Partners Capital Management
California
$575K
SPWG
446
Syntegra Private Wealth Group
Missouri
$575K +$35.7K +255 +7%
QC
447
Quent Capital
New York
$573K -$11.9K -85 -2%
Amundi
448
Amundi
France
$571K -$400K -2,855 -42%
GWP
449
Gen-Wealth Partners
Michigan
$568K +$149K +1,063 +37%
LF
450
Lantz Financial
Illinois
$563K +$8.4K +60 +2%