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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
451
Level Financial Advisors
New York
$571K -$11.7K -90 -2%
SF
452
Synovus Financial
Georgia
$569K -$51.8K -400 -8%
SPWG
453
Syntegra Private Wealth Group
Missouri
$563K -$22.2K -171 -4%
SDJVC
454
St. Denis J. Villere & Co
Louisiana
$561K
RWP
455
RWA Wealth Partners
Massachusetts
$557K +$314K +2,422 +127%
AWMNH
456
Arcadia Wealth Management (New Hampshire)
New Hampshire
$556K +$162K +1,248 +41%
W
457
WealthCollab
Washington
$555K
EWA
458
Emergent Wealth Advisors
New York
$553K -$907 -7 -0.2%
AA
459
Ancora Advisors
Ohio
$551K -$86.3K -666 -13%
WFA
460
Wade Financial Advisory
California
$541K -$19K -147 -3%
CFIA
461
Cantor Fitzgerald Investment Advisors
New York
$538K -$7.13K -55 -1%
CIBC World Market
462
CIBC World Market
Ontario, Canada
$533K
ACS
463
Archford Capital Strategies
Illinois
$533K
SW
464
SVB Wealth
Massachusetts
$528K +$531K +4,097 New
RFP
465
Root Financial Partners
California
$522K -$13.6K -105 -3%
BAAM
466
Baker Avenue Asset Management
California
$518K +$1.68K +13 +0.3%
CB
467
Commerce Bank
Missouri
$517K
B
468
Bailard
California
$514K
VWA
469
Visionary Wealth Advisors
Illinois
$511K -$2.59K -20 -0.5%
JIC
470
Johnson Investment Counsel
Ohio
$509K +$3.63K +28 +0.7%
OPCM
471
Osborne Partners Capital Management
California
$500K -$24.6K -190 -5%
ACI
472
Alpha Cubed Investments
California
$492K +$907 +7 +0.2%
LF
473
Lantz Financial
Illinois
$487K +$4.53K +35 +0.9%
PFM
474
Peak Financial Management
Massachusetts
$482K
TW
475
Traveka Wealth
California
$480K +$483K +3,727 New