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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
451
Lido Advisors
California
$492K -$6.76K -69 -1%
TF
452
Theory Financial
Colorado
$491K +$512K +5,232 New
CWM
453
Cranbrook Wealth Management
Michigan
$491K -$9.99K -102 -2%
MCAI
454
Members Capital Advisors Inc
Wisconsin
$489K
USCWA
455
U.S. Capital Wealth Advisors
Texas
$488K -$45.5K -465 -8%
TWA
456
Talisman Wealth Advisors
New Jersey
$487K -$75.2K -768 -13%
PFA
457
Pettinga Financial Advisors
Indiana
$484K +$45.8K +468 +10%
UB
458
UMB Bank
Missouri
$475K
MSFS
459
Main Street Financial Solutions
Pennsylvania
$470K -$33.9K -346 -6%
HKIMG
460
Hutchens & Kramer Investment Management Group
Indiana
$456K -$51.2K -523 -10%
SF
461
Synovus Financial
Georgia
$452K -$98 -1 -0%
KA
462
Kure Advisory
Minnesota
$450K +$470K +4,794 New
BHPW
463
Beverly Hills Private Wealth
California
$447K -$552K -5,635 -54%
SWP
464
Strategic Wealth Partners
Ohio
$447K
SQA
465
Simon Quick Advisors
New Jersey
$446K -$93.1K -951 -17%
XF
466
XML Financial
Maryland
$446K +$13.7K +140 +3%
SAG
467
SageView Advisory Group
California
$445K +$47.4K +484 +11%
VWA
468
Visionary Wealth Advisors
Illinois
$442K -$32.1K -328 -7%
KP
469
Keel Point
Alabama
$439K +$458K +4,677 New
BFA
470
Beacon Financial Advisory
Ohio
$436K -$174K -1,774 -28%
UFA
471
US Financial Advisors
Massachusetts
$433K -$34.5K -352 -7%
RFP
472
Root Financial Partners
California
$432K
MWM
473
Mascoma Wealth Management
New Hampshire
$432K
AWM
474
Alterna Wealth Management
Texas
$428K -$676K -6,899 -60%
LFA
475
Level Financial Advisors
New York
$424K -$67.9K -693 -13%