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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
501
Baron Silver Stevens Financial Advisors
Florida
$318K +$347K +3,800 New
ZIG
502
Zurich Insurance Group
Switzerland
$316K -$269K -2,947 -44%
GVAG
503
Great Valley Advisor Group
Delaware
$316K -$6.85K -75 -2%
PW
504
Peninsula Wealth
California
$314K +$1.19K +13 +0.3%
PFA
505
Professional Financial Advisors
Nebraska
$314K +$24.2K +265 +8%
PFM
506
Peak Financial Management
Massachusetts
$313K +$41.6K +455 +14%
FPAS
507
Focus Partners Advisor Solutions
Missouri
$312K +$86.1K +942 +34%
AWA
508
Aaron Wealth Advisors
Illinois
$312K +$340K +3,719 New
VBFP
509
Valtinson Bruner Financial Planning
Minnesota
$311K -$76.1K -833 -18%
MWM
510
Mascoma Wealth Management
New Hampshire
$304K +$226K +2,475 +216%
SWM
511
Sugarloaf Wealth Management
Georgia
$303K
CF
512
Cantor Fitzgerald
New York
$303K +$330K +3,608 New
LGWM
513
Litman Gregory Wealth Management
California
$298K +$324K +3,548 New
BCMO
514
Buckingham Capital Management (Ohio)
Ohio
$294K +$93.2K +1,020 +41%
TCWA
515
Ten Capital Wealth Advisors
Washington
$292K
ZCA
516
Zeke Capital Advisors
Pennsylvania
$289K
ECM
517
Evergreen Capital Management
Washington
$288K -$96.4K -1,055 -24%
CPWMP
518
Cardinal Point Wealth Management Partners
California
$287K +$313K +3,425 New
CAMG
519
CWA Asset Management Group
Florida
$285K -$163K -1,781 -34%
BS
520
Boenning & Scattergood
Pennsylvania
$284K
AA
521
Advisory Alpha
Michigan
$281K -$316K -3,463 -51%
Bank of Nova Scotia
522
Bank of Nova Scotia
Ontario, Canada
$277K -$5.51M -60,300 -95%
OC
523
Oppenheimer & Co
New York
$277K +$36.5K +400 +14%
PIMG
524
Patriot Investment Management Group
Tennessee
$275K +$12.4K +136 +4%
OPCM
525
Osborne Partners Capital Management
California
$271K