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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
501
US Bancorp
Minnesota
$119K -$334K -3,299 -73%
FA
502
Flagstar Advisors
New York
$107K +$110K +1,082 New
GI
503
Gradient Investments
Minnesota
$103K +$106K +1,048 New
Bank of Montreal
504
Bank of Montreal
Ontario, Canada
$88K +$28.4K +280 +48%
CAL
505
Capital Analysts LLC
Pennsylvania
$84K
GWM
506
Geneos Wealth Management
Colorado
$76K +$20.3K +200 +35%
CFFP
507
Center for Financial Planning
Michigan
$72K
FP
508
Financial Perspectives
Minnesota
$65K
WLPWM
509
Walled Lake Planning & Wealth Management
Illinois
$64K +$65.8K +649 New
BBHC
510
Brown Brothers Harriman & Co
New York
$61K
NC
511
NewSquare Capital
Pennsylvania
$57K -$507 -5 -0.9%
LAS
512
Lloyd Advisory Services
Georgia
$53K +$34.4K +339 +170%
AC
513
Arjuna Capital
North Carolina
$52K -$66.3K -654 -55%
Koshinski Asset Management
514
Koshinski Asset Management
Illinois
$50.4K +$51.9K +512 New
AF
515
Allworth Financial
California
$49K
PWA
516
Phoenix Wealth Advisors
North Carolina
$47K
WT
517
Washington Trust
Rhode Island
$46K +$47.1K +465 New
CB
518
Community Bank
New York
$44K
KTC
519
Kistler-Tiffany Companies
Pennsylvania
$42K +$203 +2 +0.5%
GKWIM
520
Gerber Kawasaki Wealth & Investment Management
California
$41K -$466K -4,594 -99%
IHWM
521
Iron Horse Wealth Management
Iowa
$34K
SCA
522
Stonebridge Capital Advisors
Minnesota
$34K
EIP
523
Ellis Investment Partners
Pennsylvania
$32K
AP
524
Atwood & Palmer
Missouri
$30K -$34.2K -338 -53%
CT
525
Clearstead Trust
Maine
$27K