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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
451
Lumature Wealth Partners
Georgia
$596K -$58.6K -687 -9%
AF
452
Affiance Financial
Minnesota
$595K +$599K +7,019 New
SP
453
Symmetry Partners
Connecticut
$592K -$93K -1,090 -13%
GG
454
GenWealth Group
New Jersey
$580K +$584K +6,849 New
AC
455
AlphaCore Capital
California
$578K +$129K +1,516 +29%
CIBC World Market
456
CIBC World Market
Ontario, Canada
$576K +$192K +2,250 +49%
PFA
457
Pure Financial Advisors
California
$572K +$87.7K +1,028 +18%
CC
458
Chicago Capital
Illinois
$568K
FHA
459
Flagship Harbor Advisors
Massachusetts
$567K +$2.56K +30 +0.5%
DWP
460
Destiny Wealth Partners
Florida
$567K -$117K -1,368 -17%
EFL
461
ERn Financial LLC
Wisconsin
$565K +$51.3K +601 +10%
ACP
462
Aveo Capital Partners
Colorado
$562K -$244K -2,855 -30%
IFG
463
Independent Financial Group
California
$559K +$71.1K +834 +14%
AFP
464
Ausdal Financial Partners
Iowa
$551K -$77.4K -907 -12%
WCFA
465
Walkner Condon Financial Advisors
Wisconsin
$543K +$5.72K +67 +1%
USCWA
466
U.S. Capital Wealth Advisors
Texas
$534K -$44.6K -523 -8%
Lido Advisors
467
Lido Advisors
California
$529K +$201K +2,359 +61%
MC
468
Moors & Cabot
Massachusetts
$523K -$39.9K -468 -7%
GFPC
469
Global Financial Private Client
Florida
$520K -$941K -11,035 -64%
CPO
470
Cerity Partners OCIO
New York
$516K +$140K +1,643 +37%
AAM
471
Ameraudi Asset Management
New York
$510K +$153K +1,793 +42%
DI
472
DFPG Investments
Utah
$507K +$237K +2,776 +92%
RWA
473
Rooted Wealth Advisors
Illinois
$502K +$505K +5,923 New
VWA
474
Visionary Wealth Advisors
Illinois
$501K -$49.3K -578 -9%
TWA
475
Talisman Wealth Advisors
New Jersey
$501K +$504K +5,912 New