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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
451
Brooklyn FI
New York
$486K -$1.65M -18,019 -100%
GLLW
452
Graves Light Lenhart Wealth
Virginia
$486K – – –
CA
453
Continuum Advisory
Idaho
$485K -$146K -1,602 -22%
WA
454
Wealth Architects
California
$480K -$7.95K -87 -1%
KWM
455
Kingsview Wealth Management
Oregon
$477K -$66.3K -726 -11%
Citadel Advisors
456
Citadel Advisors
Florida
$468K +$509K +5,573 New
CRWM
457
Castle Rock Wealth Management
California
$459K -$177K -1,937 -27%
PAI
458
Pittenger & Anderson Inc
Nebraska
$454K +$63.9K +700 +15%
MA
459
MONECO Advisors
Connecticut
$449K -$65.6K -718 -12%
CWP
460
Concord Wealth Partners
Virginia
$448K +$20.3K +222 +4%
AC
461
AlphaCore Capital
California
$445K – – –
PP
462
Prosperity Planning
Missouri
$443K – – –
NRI
463
NFP Retirement Inc
California
$439K +$478K +5,231 New
LFA
464
Level Financial Advisors
New York
$437K – – –
IWM
465
IHT Wealth Management
Illinois
$429K -$223K -2,438 -32%
TI
466
tru Independence
Oregon
$427K -$273K -2,985 -37%
IA
467
Integrity Advisory
Kansas
$425K -$467K -5,112 -50%
XF
468
XML Financial
Maryland
$422K +$26.4K +289 +6%
WCFA
469
Walkner Condon Financial Advisors
Wisconsin
$416K -$28.8K -315 -6%
BIA
470
Bell Investment Advisors
California
$414K +$451K +4,933 New
ADIM
471
Alpha DNA Investment Management
Maryland
$408K +$14.7K +161 +3%
TCMP
472
Thrive Capital Management (Pennsylvania)
Pennsylvania
$404K -$396K -4,330 -47%
ACA
473
Aptus Capital Advisors
Alabama
$403K -$63.4K -694 -13%
PPW
474
Pinnacle Private Wealth
Massachusetts
$403K – – –
SF
475
Synovus Financial
Georgia
$403K +$10.3K +113 +2%