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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
451
Resurgent Financial Advisors
Georgia
$517K -$76.5K -864 -12%
VWA
452
Visionary Wealth Advisors
Illinois
$515K -$141K -1,590 -20%
CWM
453
Congress Wealth Management
Massachusetts
$512K +$23.7K +268 +4%
WCFA
454
Walkner Condon Financial Advisors
Wisconsin
$504K +$123K +1,388 +28%
HWA
455
Hilltop Wealth Advisors
North Carolina
$493K +$549K +6,205 New
SFS
456
Security Financial Services
Indiana
$488K -$34.6M -390,677 -98%
QC
457
Quent Capital
New York
$487K – – –
EFL
458
ERn Financial LLC
Wisconsin
$481K -$13.5K -152 -2%
RB
459
Renasant Bank
Mississippi
$473K +$528K +5,958 New
M&T Bank
460
M&T Bank
New York
$470K -$327K -3,687 -38%
FRA
461
Front Row Advisors
California
$465K – – –
IFG
462
Independent Financial Group
California
$458K +$146K +1,652 +40%
PFA
463
Pure Financial Advisors
California
$455K -$22.1K -250 -4%
BBA
464
BLB&B Advisors
Pennsylvania
$453K +$95.6K +1,079 +23%
TSS
465
Two Sigma Securities
New York
$444K +$495K +5,587 New
CGL
466
Clarius Group LLC
Washington
$430K -$483K -5,456 -50%
CA
467
Continuum Advisory
Idaho
$425K -$38.2K -431 -7%
AC
468
AlphaCore Capital
California
$421K – – –
AWA
469
Aaron Wealth Advisors
Illinois
$418K +$137K +1,550 +42%
OWM
470
Opes Wealth Management
California
$415K +$112K +1,265 +32%
AWM
471
Accurate Wealth Management
Florida
$415K +$211K +2,384 +88%
LFA
472
Level Financial Advisors
New York
$414K – – –
C
473
CEDRUS
Colorado
$413K -$193K -2,180 -30%
BPA
474
Beacon Pointe Advisors
California
$412K +$46.4K +524 +11%
ACA
475
Aptus Capital Advisors
Alabama
$411K +$32.5K +367 +8%