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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Congress Wealth Management
Massachusetts
$420K +$101K +1,011 +32%
ACI
477
Alpha Cubed Investments
California
$414K +$409K +4,088 New
JMPWA
478
JP Morgan Private Wealth Advisors
California
$411K -$556K -5,548 -58%
SC
479
Scotia Capital
Ontario, Canada
$411K -$300 -3 -0.1%
1WA
480
180 Wealth Advisors
Washington
$405K +$34.1K +340 +9%
B
481
Bailard
California
$404K
CFIA
482
Cantor Fitzgerald Investment Advisors
New York
$395K -$9.12K -91 -2%
MPWT
483
MassMutual Private Wealth & Trust
Connecticut
$393K -$216K -2,158 -36%
Lido Advisors
484
Lido Advisors
California
$393K
GG
485
GenWealth Group
New Jersey
$392K +$388K +3,871 New
WFA
486
Wade Financial Advisory
California
$389K -$78.1K -780 -17%
GVAG
487
Great Valley Advisor Group
Delaware
$389K +$13.2K +132 +4%
BPA
488
Beacon Pointe Advisors
California
$386K +$161K +1,610 +73%
HAS
489
HBW Advisory Services
California
$383K +$62.5K +624 +20%
WT
490
Whittier Trust
California
$381K +$93.5K +934 +33%
PW
491
Peninsula Wealth
California
$379K +$1.1K +11 +0.3%
PSUF
492
People's United Financial
Connecticut
$378K -$122K -1,223 -25%
SWM
493
Sugarloaf Wealth Management
Georgia
$366K
RFA
494
Resurgent Financial Advisors
Georgia
$366K +$362K +3,612 New
WC
495
Weil Company
California
$364K +$80.4K +803 +29%
CPO
496
Cerity Partners OCIO
New York
$358K -$204K -2,040 -37%
DWM
497
Destination Wealth Management
California
$356K -$2.2K -22 -0.6%
PFA
498
Professional Financial Advisors
Nebraska
$352K +$53K +529 +18%
TCWA
499
Ten Capital Wealth Advisors
Washington
$352K +$88.7K +886 +34%
GC
500
Garde Capital
Washington
$349K