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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
501
Osborne Partners Capital Management
California
$350K -$13.6K -130 -4%
Principal Financial Group
502
Principal Financial Group
Iowa
$349K -$1.55M -14,749 -82%
HGWM
503
Harvest Group Wealth Management
Massachusetts
$349K
LWP
504
Laurel Wealth Planning
Minnesota
$344K -$456K -4,345 -58%
HAS
505
HBW Advisory Services
California
$341K -$420 -4 -0.1%
SA
506
SL Advisors
New Jersey
$338K +$1.99K +19 +0.6%
B
507
Brightworth
Georgia
$338K +$329K +3,132 New
CWM
508
Congress Wealth Management
Massachusetts
$338K +$329K +3,132 New
PPW
509
Pinnacle Private Wealth
Massachusetts
$336K +$327K +3,115 New
BS
510
Boenning & Scattergood
Pennsylvania
$333K
GLA
511
Good Life Advisors
Pennsylvania
$332K -$1.49M -14,159 -82%
PPA
512
Parametric Portfolio Associates
Washington
$330K +$27K +257 +9%
MG
513
Mather Group
Illinois
$330K +$75.8K +722 +31%
ODIJL
514
One Day In July LLC
Vermont
$329K
SSCA
515
South Shore Capital Advisors
Massachusetts
$325K +$735 +7 +0.2%
BCA
516
Bay Colony Advisors
Massachusetts
$324K +$86.1K +821 +38%
PFA
517
Pure Financial Advisors
California
$324K +$315K +2,999 New
WA
518
Wealth Architects
California
$323K +$314K +2,997 New
APWA
519
Atlas Private Wealth Advisors
New Jersey
$322K +$313K +2,980 New
SLWA
520
San Luis Wealth Advisors
California
$319K +$29.2K +278 +10%
PFA
521
Professional Financial Advisors
Nebraska
$318K +$3.67K +35 +1%
MKA
522
M. Kulyk & Associates
Georgia
$317K -$10.6K -101 -3%
FFA
523
Founders Financial Alliance
North Carolina
$317K +$96.6K +921 +46%
TFS
524
Thoroughbred Financial Services
Tennessee
$316K +$308K +2,936 New
OWM
525
Opes Wealth Management
California
$314K +$75.5K +720 +33%