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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
451
Osborne Partners Capital Management
California
$534K +$14.2K +114 +3%
LIA
452
LifePlan Investment Advisors
North Carolina
$534K +$15.2K +122 +3%
VWA
453
Visionary Wealth Advisors
Illinois
$532K +$1.25K +10 +0.3%
CC
454
Copperleaf Capital
North Carolina
$531K +$8.24K +66 +2%
SAW
455
Signal Advisors Wealth
Michigan
$530K -$12.1K -97 -2%
RF
456
Rossby Financial
Florida
$526K -$8.99M -72,034 -95%
GVAG
457
Great Valley Advisor Group
Delaware
$525K -$45.3K -363 -9%
NBWM
458
North Berkeley Wealth Management
California
$520K +$480K +3,845 New
Brown Advisory
459
Brown Advisory
Maryland
$520K +$480K +3,843 New
RWP
460
RWA Wealth Partners
Massachusetts
$518K -$26.8K -215 -5%
ACI
461
Alpha Cubed Investments
California
$518K +$749 +6 +0.2%
LF
462
Lantz Financial
Illinois
$515K +$3.25K +26 +0.7%
PFM
463
Peak Financial Management
Massachusetts
$508K +$10.6K +85 +2%
RWM
464
RKL Wealth Management
Pennsylvania
$505K +$1.12K +9 +0.2%
EC
465
Estate Counselors
Wisconsin
$501K +$462K +3,700 New
GSWM
466
Golden State Wealth Management
California
$501K -$79.9K -640 -15%
SPWG
467
Syntegra Private Wealth Group
Missouri
$500K -$62.5K -501 -12%
CIA
468
Capital Investment Advisors
Georgia
$494K +$79.8K +639 +21%
SAI
469
Savvy Advisors Inc
New York
$487K -$183K -1,468 -29%
RFP
470
Root Financial Partners
California
$484K -$24.3K -195 -5%
GC
471
Grimes & Company
Massachusetts
$481K -$3.5K -28 -0.8%
GFWA
472
Grey Fox Wealth Advisors
Delaware
$481K +$20.6K +165 +5%
LW
473
Libra Wealth
California
$480K +$442K +3,544 New
SAM
474
Sherman Asset Management
California
$479K +$4.37K +35 +1%
CAAM
475
Cornerstone Advisors Asset Management
Pennsylvania
$478K +$1.12K +9 +0.3%