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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
451
Redwood Investment Management
Arizona
$639K +$73.4K +749 +14%
AAM
452
Ameraudi Asset Management
New York
$632K – – –
RW
453
Regimen Wealth
Georgia
$629K +$25.8K +263 +5%
SW
454
SVB Wealth
Massachusetts
$624K -$182K -1,860 -24%
GDP
455
Great Diamond Partners
Maine
$622K -$7.15K -73 -1%
DA
456
Detalus Advisors
Missouri
$617K -$678K -6,922 -54%
IWM
457
IHT Wealth Management
Illinois
$612K +$27K +276 +5%
OP
458
ORG Partners
Indiana
$605K +$532K +5,435 +1,688%
FRA
459
Front Row Advisors
California
$603K – – –
RP
460
Riverwater Partners
Wisconsin
$593K -$116K -1,186 -17%
TF
461
Theory Financial
Colorado
$590K +$37.9K +387 +7%
PA
462
PFG Advisors
Arizona
$586K -$1.35M -13,773 -71%
CPG
463
Cornerstone Planning Group
New Jersey
$581K -$277K -2,825 -34%
SFC
464
SYM Financial Corp
Indiana
$580K – – –
AAS
465
Ameritas Advisory Services
Nebraska
$572K -$298K -3,045 -36%
BFP
466
Brewster Financial Planning
New York
$571K -$31K -317 -6%
FIA
467
Foundations Investment Advisors
Arizona
$566K -$411K -4,201 -44%
CB
468
Commerce Bank
Missouri
$566K – – –
FCI
469
Financial Counselors Inc
Kansas
$564K -$331K -3,377 -39%
BAM
470
Belpointe Asset Management
Nevada
$560K -$13.9K -142 -3%
FPAS
471
Focus Partners Advisor Solutions
Missouri
$558K +$80.8K +825 +18%
MHR
472
Matthew Hamilton Rosenberg
$555K -$80.4K -821 -13%
CCG
473
Catalina Capital Group
California
$554K +$517K +5,282 New
USCWA
474
U.S. Capital Wealth Advisors
Texas
$552K +$7.05K +72 +1%
Lido Advisors
475
Lido Advisors
California
$550K – – –