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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
501
Zeke Capital Advisors
Pennsylvania
$349K
CB
502
Commerce Bank
Missouri
$348K
BS
503
Boenning & Scattergood
Pennsylvania
$344K +$30K +300 +10%
HTC
504
Haverford Trust Company
Pennsylvania
$340K +$336K +3,350 New
VWA
505
VERITY Wealth Advisors
United States
$339K +$100 +1 +0%
MWM
506
MBE Wealth Management
Wisconsin
$332K
PFM
507
Peak Financial Management
Massachusetts
$331K +$74.7K +746 +30%
OPCM
508
Osborne Partners Capital Management
California
$327K -$1.5K -15 -0.5%
PPA
509
Parametric Portfolio Associates
Washington
$326K +$16.2K +162 +5%
SLWA
510
San Luis Wealth Advisors
California
$319K
SA
511
SL Advisors
New Jersey
$319K +$1K +10 +0.3%
PIMG
512
Patriot Investment Management Group
Tennessee
$319K +$105K +1,047 +50%
OWM
513
Opes Wealth Management
California
$318K +$22.5K +225 +8%
GKWIM
514
Gerber Kawasaki Wealth & Investment Management
California
$312K -$562K -5,615 -65%
MG
515
Mather Group
Illinois
$310K
SSCA
516
South Shore Capital Advisors
Massachusetts
$310K +$4.11K +41 +1%
ODIJL
517
One Day In July LLC
Vermont
$309K
ICP
518
Interchange Capital Partners
Pennsylvania
$309K +$44.1K +440 +17%
SFG
519
SNS Financial Group
Minnesota
$305K +$24.3K +243 +9%
APWA
520
Atlas Private Wealth Advisors
New Jersey
$303K +$601 +6 +0.2%
CRI
521
Colonial River Investments
Virginia
$302K -$1.32M -13,201 -82%
GLA
522
Good Life Advisors
Pennsylvania
$301K -$10.9K -109 -4%
FFA
523
Founders Financial Alliance
North Carolina
$299K +$1.3K +13 +0.4%
TFS
524
Thoroughbred Financial Services
Tennessee
$297K +$200 +2 +0.1%
Comerica Bank
525
Comerica Bank
Texas
$295K +$298K +2,971 New