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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