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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
451
Root Financial Partners
California
$524K -$10.2K -84 -2%
AIA
452
Alera Investment Advisors
Illinois
$523K -$49.3K -406 -9%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$522K -$301K -2,480 -37%
SFG
454
Sovereign Financial Group
Connecticut
$516K -$16.9K -139 -3%
OPCM
455
Osborne Partners Capital Management
California
$514K -$12.8K -105 -3%
S
456
SignatureFD
Georgia
$513K +$36.1K +297 +8%
HWA
457
Hilltop Wealth Advisors
North Carolina
$513K – – –
CB
458
Commerce Bank
Missouri
$507K – – –
BAAM
459
Baker Avenue Asset Management
California
$506K -$607 -5 -0.1%
B
460
Bailard
California
$503K – – –
VWA
461
Visionary Wealth Advisors
Illinois
$503K +$486 +4 +0.1%
JIC
462
Johnson Investment Counsel
Ohio
$495K – – –
OSAM
463
O'Shaughnessy Asset Management
Connecticut
$493K +$88.5K +729 +23%
RDWM
464
Red Door Wealth Management
Tennessee
$492K +$474K +3,901 New
ACI
465
Alpha Cubed Investments
California
$481K – – –
TF
466
Theory Financial
Colorado
$479K +$51.1K +421 +12%
LF
467
Lantz Financial
Illinois
$473K -$7.53K -62 -2%
PFM
468
Peak Financial Management
Massachusetts
$472K – – –
MCM
469
MontVue Capital Management
Virginia
$471K -$486 -4 -0.1%
UFA
470
US Financial Advisors
Massachusetts
$469K -$58.8K -484 -12%
RWM
471
RKL Wealth Management
Pennsylvania
$467K +$1.58K +13 +0.4%
MCC
472
Maiden Cove Capital
Maine
$467K -$277K -2,278 -38%
MG
473
Mather Group
Illinois
$463K -$19.4K -160 -4%
TB
474
Treynor Bancshares
Iowa
$461K +$44.7K +368 +11%
QWM
475
Quadcap Wealth Management
Texas
$457K -$11.9K -98 -3%