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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
476
Tarbox Family Office
California
$621K -$9.64K -61 -2%
EPW
477
Endeavor Private Wealth
Kansas
$618K +$270K +1,707 +83%
VWM
478
Venturi Wealth Management
Texas
$618K +$7.91K +50 +1%
GFA
479
Godfrey Financial Associates
New York
$613K +$6.96K +44 +1%
CFIA
480
Cantor Fitzgerald Investment Advisors
New York
$613K -$29.6K -187 -5%
DWM
481
Destination Wealth Management
California
$613K +$34.6K +219 +6%
CAAS
482
Capital Asset Advisory Services
Michigan
$606K -$96K -607 -14%
PFM
483
Peak Financial Management
Massachusetts
$606K +$7.91K +50 +1%
FGC
484
Financial Gravity Companies
Texas
$603K +$583K +3,686 New
LW
485
Libra Wealth
California
$598K +$17.2K +109 +3%
Russell Investments Group
486
Russell Investments Group
United Kingdom
$598K -$7.75K -49 -1%
OPWM
487
Oregon Pacific Wealth Management
Oregon
$595K -$7.27K -46 -1%
EB
488
Eastern Bank
Massachusetts
$595K
SFG
489
Sovereign Financial Group
Connecticut
$594K +$66.9K +423 +13%
GSWM
490
Golden State Wealth Management
California
$591K -$18.3K -116 -3%
CBU
491
CIBC Bancorp USA
Illinois
$588K -$16.8K -106 -3%
GWP
492
Gen-Wealth Partners
Michigan
$586K +$45.4K +287 +9%
CAAM
493
Cornerstone Advisors Asset Management
Pennsylvania
$584K +$1.26K +8 +0.2%
ACA
494
Alpha Capital Advisors
Maine
$579K
PA
495
PFG Advisors
Arizona
$575K -$36.4K -230 -6%
TW
496
Traveka Wealth
California
$574K +$76K +481 +16%
PWS
497
Proactive Wealth Strategies
Georgia
$572K +$1.26K +8 +0.2%
NAS
498
NWF Advisory Services
California
$572K +$30.7K +194 +6%
NF
499
Napier Financial
Massachusetts
$566K
PF
500
Prosperitas Financial
California
$560K +$87.1K +551 +19%