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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
476
Talisman Wealth Advisors
New Jersey
$501K +$504K +5,912 New
SFS
477
Security Financial Services
Indiana
$501K -$19.6K -230 -4%
WI
478
Wintrust Investments
Illinois
$500K +$503K +5,901 New
SAG
479
SageView Advisory Group
California
$497K +$500K +5,866 New
WFA
480
Wade Financial Advisory
California
$497K +$500K +5,865 New
FRA
481
Front Row Advisors
California
$493K – – –
WC
482
Weil Company
California
$493K +$496K +5,817 New
CF
483
Centaurus Financial
California
$487K -$4.48M -52,545 -90%
CB
484
Commerce Bank
Missouri
$485K +$83.2K +975 +21%
NRC
485
New Republic Capital
North Carolina
$480K +$483K +5,661 New
KPWS
486
Kestra Private Wealth Services
Texas
$474K -$187K -2,191 -28%
SFC
487
SYM Financial Corp
Indiana
$468K +$472K +5,528 New
RFA
488
Resurgent Financial Advisors
Georgia
$466K -$86.2K -1,011 -16%
ACA
489
Aptus Capital Advisors
Alabama
$465K +$26.6K +312 +6%
UFA
490
US Financial Advisors
Massachusetts
$462K +$465K +5,453 New
JCM
491
Janney Capital Management
Pennsylvania
$456K +$459K +5,382 New
PFA
492
Pettinga Financial Advisors
Indiana
$456K -$39.7M -465,527 -99%
CGL
493
Clarius Group LLC
Washington
$446K -$13.1K -154 -3%
OWM
494
Opes Wealth Management
California
$443K – – –
LFA
495
Level Financial Advisors
New York
$442K – – –
WP
496
WealthSpring Partners
California
$441K -$6.11M -71,617 -93%
BF
497
Brooklyn FI
New York
$435K -$438K -5,139 -100%
SAS
498
Sage Advisory Services
Texas
$435K -$2.56K -30 -0.6%
Renaissance Technologies
499
Renaissance Technologies
New York
$432K +$17.1K +200 +4%
MWM
500
Mascoma Wealth Management
New Hampshire
$432K +$116K +1,355 +36%