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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPF
451
Old Peak Finance
North Carolina
$571K – – –
LWMI
452
Legacy Wealth Management (Idaho)
Idaho
$571K +$34.2K +231 +6%
VA
453
Valmark Advisers
Ohio
$571K +$6.36K +43 +1%
CB
454
Commerce Bank
Missouri
$568K +$54.9K +371 +10%
GVAG
455
Great Valley Advisor Group
Delaware
$564K +$16.9K +114 +3%
CFIA
456
Cantor Fitzgerald Investment Advisors
New York
$556K -$5.77K -39 -1%
LF
457
Lantz Financial
Illinois
$546K +$18.2K +123 +3%
AA
458
Ancora Advisors
Ohio
$546K -$19.8K -134 -3%
MYIA
459
Mount Yale Investment Advisors
Colorado
$546K +$571K +3,861 New
TFO
460
Tarbox Family Office
California
$545K – – –
NBWM
461
North Berkeley Wealth Management
California
$544K – – –
SPP
462
Single Point Partners
Massachusetts
$543K +$145K +978 +34%
CIA
463
Capital Investment Advisors
Georgia
$543K +$148 +1 +0%
MT
464
Midwest Trust
Kansas
$541K -$25.3K -171 -4%
BCWM
465
Bartlett & Co Wealth Management
Ohio
$534K +$313K +2,118 +164%
FCA
466
Fortis Capital Advisors
Kansas
$533K +$359K +2,424 +181%
PA
467
PFG Advisors
Arizona
$529K -$243K -1,641 -30%
GSWM
468
Golden State Wealth Management
California
$527K -$3.55K -24 -0.6%
VWM
469
Venturi Wealth Management
Texas
$527K +$140K +946 +34%
GFA
470
Godfrey Financial Associates
New York
$524K -$11.2K -76 -2%
Russell Investments Group
471
Russell Investments Group
United Kingdom
$523K +$322K +2,178 +143%
FGAM
472
Financial Gravity Asset Management
Texas
$522K -$296 -2 -0.1%
OPWM
473
Oregon Pacific Wealth Management
Oregon
$520K -$28.8K -195 -5%
PFM
474
Peak Financial Management
Massachusetts
$516K -$4.44K -30 -0.8%
EB
475
Eastern Bank
Massachusetts
$514K -$20.6K -139 -4%