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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
451
Simon Quick Advisors
New Jersey
$597K -$33.1K -388 -5%
LWP
452
Lumature Wealth Partners
Georgia
$596K -$58.6K -687 -9%
AF
453
Affiance Financial
Minnesota
$595K +$599K +7,019 New
SP
454
Symmetry Partners
Connecticut
$592K -$93K -1,090 -13%
GG
455
GenWealth Group
New Jersey
$580K +$584K +6,849 New
AC
456
AlphaCore Capital
California
$578K +$129K +1,516 +29%
CIBC World Market
457
CIBC World Market
Ontario, Canada
$576K +$192K +2,250 +49%
PFA
458
Pure Financial Advisors
California
$572K +$87.7K +1,028 +18%
CC
459
Chicago Capital
Illinois
$568K – – –
FHA
460
Flagship Harbor Advisors
Massachusetts
$567K +$2.56K +30 +0.5%
DWP
461
Destiny Wealth Partners
Florida
$567K -$117K -1,368 -17%
EFL
462
ERn Financial LLC
Wisconsin
$565K +$51.3K +601 +10%
ACP
463
Aveo Capital Partners
Colorado
$562K -$244K -2,855 -30%
IFG
464
Independent Financial Group
California
$559K +$71.1K +834 +14%
AFP
465
Ausdal Financial Partners
Iowa
$551K -$77.4K -907 -12%
WCFA
466
Walkner Condon Financial Advisors
Wisconsin
$543K +$5.72K +67 +1%
USCWA
467
U.S. Capital Wealth Advisors
Texas
$534K -$44.6K -523 -8%
Lido Advisors
468
Lido Advisors
California
$529K +$201K +2,359 +61%
MC
469
Moors & Cabot
Massachusetts
$523K -$39.9K -468 -7%
GFPC
470
Global Financial Private Client
Florida
$520K -$941K -11,035 -64%
CPO
471
Cerity Partners OCIO
New York
$516K +$140K +1,643 +37%
AAM
472
Ameraudi Asset Management
New York
$510K +$153K +1,793 +42%
DI
473
DFPG Investments
Utah
$507K +$237K +2,776 +92%
RWA
474
Rooted Wealth Advisors
Illinois
$502K +$505K +5,923 New
VWA
475
Visionary Wealth Advisors
Illinois
$501K -$49.3K -578 -9%