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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
476
Acorn Financial Advisory Services
Virginia
$401K -$26K -285 -6%
HWM
477
Horizons Wealth Management
North Carolina
$400K +$383K +4,191 New
SFG
478
SNS Financial Group
Minnesota
$392K +$151K +1,658 +55%
BPA
479
Beacon Pointe Advisors
California
$391K +$77K +843 +22%
BBA
480
BLB&B Advisors
Pennsylvania
$388K -$70.1K -767 -14%
CIBC World Market
481
CIBC World Market
Ontario, Canada
$381K +$15.5K +170 +4%
RWM
482
RKL Wealth Management
Pennsylvania
$374K +$1.28K +14 +0.3%
USCWA
483
U.S. Capital Wealth Advisors
Texas
$373K +$206K +2,254 +103%
CG
484
Colony Group
Massachusetts
$372K +$405K +4,430 New
MFG
485
Magnus Financial Group
New York
$371K -$30.4K -333 -7%
DADC
486
D.A. Davidson & Co
Montana
$363K -$316K -3,461 -44%
RFN
487
RDA Financial Network
Iowa
$359K -$36.3K -397 -8%
CAM
488
Cresset Asset Management
Illinois
$358K +$91.3K +1,000 +15%
HFS
489
Howard Financial Services
Texas
$356K +$183 +2 +0%
SPWM
490
Schrum Private Wealth Management
Florida
$355K -$248K -2,712 -39%
AAM
491
Ameraudi Asset Management
New York
$355K – – –
SAM
492
Strategy Asset Managers
California
$352K -$283K -3,099 -42%
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$346K +$23.2K +254 +7%
IFG
494
Independent Financial Group
California
$345K -$573K -6,273 -60%
B
495
Bailard
California
$335K – – –
OWM
496
Opes Wealth Management
California
$333K +$75.8K +830 +26%
CPO
497
Cerity Partners OCIO
New York
$330K +$36.8K +403 +11%
Lido Advisors
498
Lido Advisors
California
$325K – – –
1WA
499
180 Wealth Advisors
Washington
$323K -$24.4K -267 -7%
ACI
500
Alpha Cubed Investments
California
$322K -$22.4K -245 -6%