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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
501
Trexquant Investment
Connecticut
– -$279K -3,242 Closed
CG
502
Colony Group
Massachusetts
– -$218K -2,534 Closed
PP
503
PDS Planning
Ohio
– -$216K -2,507 Closed
JMPWA
504
JP Morgan Private Wealth Advisors
California
– -$210K -2,446 Closed
GA
505
GoalVest Advisory
New York
– -$80K -928 Closed
CYG
506
Clean Yield Group
Vermont
– -$65K -750 Closed
IA
507
IFS Advisors
Kansas
– -$55K -650 Closed
TFGT
508
TS Financial Group (TSFG)
Illinois
– -$40K -461 Closed
MIM
509
Merrion Investment Management
New Jersey
– -$29K -342 Closed
PWPS
510
Pinnacle Wealth Planning Services
Ohio
– -$16K -189 Closed
PS
511
Planned Solutions
California
– -$16K -185 Closed
OIM
512
Oder Investment Management
California
– -$13K -153 Closed
EI
513
Ellevest Inc
New York
– -$11K -125 Closed
BWA
514
Burt Wealth Advisors
Maryland
– -$6K -69 Closed
TFS
515
TrustCore Financial Services
Tennessee
– -$5K -59 Closed
MF
516
Manchester Financial
California
– -$4K -45 Closed
FWM
517
ForthRight Wealth Management
Georgia
– -$1K -7 Closed
JMF
518
Johnson Midwest Financial
Iowa
– +$89 +1 New
SIC
519
Salem Investment Counselors
North Carolina
– +$267 +3 New