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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
451
WNY Asset Management
New York
$494K +$162K +1,659 +46%
Lido Advisors
452
Lido Advisors
California
$492K -$6.76K -69 -1%
TF
453
Theory Financial
Colorado
$491K +$512K +5,232 New
CWM
454
Cranbrook Wealth Management
Michigan
$491K -$9.99K -102 -2%
MCAI
455
Members Capital Advisors Inc
Wisconsin
$489K – – –
USCWA
456
U.S. Capital Wealth Advisors
Texas
$488K -$45.5K -465 -8%
TWA
457
Talisman Wealth Advisors
New Jersey
$487K -$75.2K -768 -13%
PFA
458
Pettinga Financial Advisors
Indiana
$484K +$45.8K +468 +10%
UB
459
UMB Bank
Missouri
$475K – – –
MSFS
460
Main Street Financial Solutions
Pennsylvania
$470K -$33.9K -346 -6%
HKIMG
461
Hutchens & Kramer Investment Management Group
Indiana
$456K -$51.2K -523 -10%
SF
462
Synovus Financial
Georgia
$452K -$98 -1 -0%
KA
463
Kure Advisory
Minnesota
$450K +$470K +4,794 New
BHPW
464
Beverly Hills Private Wealth
California
$447K -$552K -5,635 -54%
SWP
465
Strategic Wealth Partners
Ohio
$447K – – –
SQA
466
Simon Quick Advisors
New Jersey
$446K -$93.1K -951 -17%
XF
467
XML Financial
Maryland
$446K +$13.7K +140 +3%
SAG
468
SageView Advisory Group
California
$445K +$47.4K +484 +11%
VWA
469
Visionary Wealth Advisors
Illinois
$442K -$32.1K -328 -7%
KP
470
Keel Point
Alabama
$439K +$458K +4,677 New
BFA
471
Beacon Financial Advisory
Ohio
$436K -$174K -1,774 -28%
UFA
472
US Financial Advisors
Massachusetts
$433K -$34.5K -352 -7%
RFP
473
Root Financial Partners
California
$432K – – –
MWM
474
Mascoma Wealth Management
New Hampshire
$432K – – –
AWM
475
Alterna Wealth Management
Texas
$428K -$676K -6,899 -60%