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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEC
26
Blue Edge Capital
Virginia
$533K +$236K +3,719 +82%
FA
27
FCG Advisors
New Jersey
$456K +$66.5K +1,049 +17%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$427K +$17.8K +281 +4%
GAM
29
Gould Asset Management
California
$426K -$5.71K -90 -1%
SAS
30
Sage Advisory Services
Texas
$383K -$444 -7 -0.1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$364K +$104K +1,640 +41%
BIA
32
Bigelow Investment Advisors
Maine
$336K +$27.1K +427 +9%
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$313K +$2.35K +37 +0.8%
MWM
34
Mission Wealth Management
California
$303K
SEIA
35
Signature Estate & Investment Advisors
California
$294K +$18.5K +292 +7%
CG
36
Colony Group
Massachusetts
$273K
EIG
37
Ellenbecker Investment Group
Wisconsin
$246K +$242K +3,809 New
WANY
38
Wealthspire Advisors (New York)
New York
$245K +$241K +3,794 New
CFG
39
Cooper Financial Group
California
$235K +$231K +3,639 New
BC
40
Brinker Capital
Pennsylvania
$222K
LFA
41
Legacy Financial Advisors
Kentucky
$217K +$13.4K +211 +7%
EWA
42
ERTS Wealth Advisors
Michigan
$215K +$3.17K +50 +2%
HighTower Advisors
43
HighTower Advisors
Illinois
$208K +$204K +3,214 New
PCIA
44
Prime Capital Investment Advisors
Kansas
$198K +$195K +3,074 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$163K +2,565 +7,125%
CFG
46
Citizens Financial Group
Rhode Island
$158K
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$138K -$14.6K -230 -10%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$113K -$18.5K -292 -14%
TFO
49
Tarbox Family Office
California
$103K
WT
50
Whittier Trust
California
$97K