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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
501
Schrum Private Wealth Management
Florida
$336K
CRWM
502
Castle Rock Wealth Management
California
$333K -$97.8K -1,104 -21%
HWM
503
Horizons Wealth Management
North Carolina
$332K -$531 -6 -0.1%
BCMO
504
Buckingham Capital Management (Ohio)
Ohio
$321K +$47.8K +540 +15%
B
505
Bailard
California
$317K
JIC
506
Johnson Investment Counsel
Ohio
$313K -$312K -3,523 -47%
MFG
507
Magnus Financial Group
New York
$312K -$43.6K -492 -11%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$308K -$22.5K -254 -6%
Lido Advisors
509
Lido Advisors
California
$308K
SC
510
Scotia Capital
Ontario, Canada
$303K
ECM
511
Evergreen Capital Management
Washington
$303K +$34.5K +390 +11%
ACI
512
Alpha Cubed Investments
California
$302K -$3.01K -34 -0.9%
PW
513
Peninsula Wealth
California
$300K +$2.13K +24 +0.6%
1WA
514
180 Wealth Advisors
Washington
$298K -$5.05K -57 -1%
BFPW
515
BOK Financial Private Wealth
Colorado
$297K -$380K -4,290 -53%
MWM
516
Mascoma Wealth Management
New Hampshire
$297K +$10.5K +119 +3%
DWM
517
Destination Wealth Management
California
$292K +$52.8K +596 +19%
VWA
518
V Wealth Advisors
Kansas
$291K -$260K -2,931 -44%
CWP
519
Concord Wealth Partners
Virginia
$291K -$148K -1,675 -31%
ST
520
Smithfield Trust
Pennsylvania
$291K +$324K +3,660 New
CF
521
Cantor Fitzgerald
New York
$290K +$4.07K +46 +1%
PFM
522
Peak Financial Management
Massachusetts
$289K -$7.79K -88 -2%
CPWMP
523
Cardinal Point Wealth Management Partners
California
$283K +$7.97K +90 +3%
PFA
524
Professional Financial Advisors
Nebraska
$282K -$16.4K -185 -5%
LGWM
525
Litman Gregory Wealth Management
California
$282K