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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
451
Financial Perspectives
Minnesota
$55.2K
NC
452
NewSquare Capital
Pennsylvania
$55K -$20K -225 -27%
BA
453
Bellwether Advisors
Nebraska
$51K
AF
454
Allworth Financial
California
$46K +$18.6K +209 +71%
PWA
455
Phoenix Wealth Advisors
North Carolina
$44K
KFAA
456
Klaas Financial Asset Advisors
Illinois
$42K +$41.4K +466 New
KTC
457
Kistler-Tiffany Companies
Pennsylvania
$38K +$89 +1 +0.2%
HFA
458
Hoover Financial Advisors
Pennsylvania
$37K
CB
459
Community Bank
New York
$33K
IHWM
460
Iron Horse Wealth Management
Iowa
$31K
SCA
461
Stonebridge Capital Advisors
Minnesota
$31K +$30.4K +342 New
EP
462
Eudaimonia Partners
Tennessee
$30K -$31.6K -355 -52%
EIP
463
Ellis Investment Partners
Pennsylvania
$30K +$13.8K +155 +87%
ADL
464
Asset Dedication LLC
California
$26K +$25.8K +290 New
AssetMark Inc
465
AssetMark Inc
California
$23K -$19.6K -220 -46%
Bank Julius Baer & Co
466
Bank Julius Baer & Co
Switzerland
$23K +$22.8K +256 New
ACA
467
Atlas Capital Advisors
Wyoming
$22.4K +$12.7K +143 +138%
HNB
468
Huntington National Bank
Ohio
$22K
MWM
469
Mascoma Wealth Management
New Hampshire
$22K +$21.5K +242 New
US Bancorp
470
US Bancorp
Minnesota
$19K +$18.8K +211 New
JWM
471
Janiczek Wealth Management
Colorado
$19K +$19K +214 New
NFSG
472
Newbridge Financial Services Group
Florida
$17K +$16.8K +189 New
JFA
473
JNBA Financial Advisors
Minnesota
$14K
FPW
474
Flagship Private Wealth
Massachusetts
$12.4K
LWA
475
Lenox Wealth Advisors
New York
$12K +$12.2K +137 New