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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
451
Advisor Partners
California
$204K +$198K +2,073 New
SFM
452
Signet Financial Management
New Jersey
$203K +$197K +2,062 New
KFAA
453
Klaas Financial Asset Advisors
Illinois
$192K +$141K +1,479 +317%
LPIC
454
LeJeune Puetz Investment Counsel
Michigan
$187K
MA
455
MUFG Americas
New York
$180K +$3.35K +35 +2%
BW
456
Bison Wealth
Georgia
$179K +$174K +1,821 New
LWA
457
Lowe Wealth Advisors
Maryland
$160K +$26.3K +275 +20%
SL
458
Savior LLC
Massachusetts
$152K -$4.3K -45 -3%
S
459
SignatureFD
Georgia
$145K +$30.6K +320 +28%
BA
460
Bellwether Advisors
Nebraska
$140K +$82.5K +862 +151%
EW
461
Element Wealth
Mississippi
$129K +$125K +1,308 New
TFS
462
TrustCore Financial Services
Tennessee
$126K +$122K +1,279 New
AWA
463
Arkadios Wealth Advisors
Georgia
$124K +$56.1K +586 +87%
GEA
464
Glen Eagle Advisors
New Jersey
$120K
BCPWM
465
Bradley & Co Private Wealth Management
Florida
$117K
AC
466
Arjuna Capital
North Carolina
$117K +$113K +1,186 New
FFA
467
Founders Financial Alliance
North Carolina
$102K -$16.3K -170 -14%
CAL
468
Capital Analysts LLC
Pennsylvania
$84K +$15.3K +160 +23%
PNC Financial Services Group
469
PNC Financial Services Group
Pennsylvania
$76K +$12.8K +134 +21%
CFFP
470
Center for Financial Planning
Michigan
$72K
Qube Research & Technologies (QRT)
471
Qube Research & Technologies (QRT)
United Kingdom
$71K +$69.2K +723 New
BC
472
Burleson & Co
California
$67K +$65.3K +683 New
FP
473
Financial Perspectives
Minnesota
$65K +$4.97K +52 +9%
AP
474
Atwood & Palmer
Missouri
$63K
BBHC
475
Brown Brothers Harriman & Co
New York
$61K -$9.76K -102 -14%