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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFO
426
Heritage Family Offices
Arizona
$657K -$93.8K -670 -13%
VW
427
Veridan Wealth
Oregon
$652K +$628K +4,481 New
BFG
428
Buttonwood Financial Group
Missouri
$652K +$186K +1,325 +42%
IAA
429
Independent Advisor Alliance
North Carolina
$647K +$244K +1,742 +64%
SFG
430
Sovereign Financial Group
Connecticut
$632K +$45.7K +326 +8%
W
431
WealthCollab
Washington
$628K – – –
MT
432
Midwest Trust
Kansas
$625K – – –
S
433
SignatureFD
Georgia
$625K +$2.66K +19 +0.4%
CWM
434
Certus Wealth Management
California
$619K -$26.8K -191 -4%
WWM
435
Western Wealth Management
Colorado
$618K -$142K -1,012 -19%
MWM
436
MBE Wealth Management
Wisconsin
$618K -$10.4K -74 -2%
DE
437
Diversified Enterprises
Delaware
$618K -$7.14K -51 -1%
RWP
438
RWA Wealth Partners
Massachusetts
$618K +$58.1K +415 +11%
FIA
439
Foundations Investment Advisors
Arizona
$607K -$3.5K -25 -0.6%
ACS
440
Archford Capital Strategies
Illinois
$601K – – –
EWA
441
Emergent Wealth Advisors
New York
$595K -$10.6K -76 -2%
AA
442
Ancora Advisors
Ohio
$586K -$31.5K -225 -5%
MFP
443
Meridian Financial Partners
Virginia
$584K -$52.8K -377 -9%
RF
444
Rossby Financial
Florida
$583K +$14.1K +101 +3%
JIC
445
Johnson Investment Counsel
Ohio
$576K – – –
OPCM
446
Osborne Partners Capital Management
California
$575K – – –
SPWG
447
Syntegra Private Wealth Group
Missouri
$575K +$35.7K +255 +7%
QC
448
Quent Capital
New York
$573K -$11.9K -85 -2%
Amundi
449
Amundi
France
$571K -$400K -2,855 -42%
GWP
450
Gen-Wealth Partners
Michigan
$568K +$149K +1,063 +37%