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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
501
Kingsview Wealth Management
Oregon
$384K -$2.39K -27 -0.6%
RWA
502
Rooted Wealth Advisors
Illinois
$383K -$151K -1,703 -29%
GM
503
GeoWealth Management
Illinois
$382K -$21K -237 -5%
DWM
504
Destination Wealth Management
California
$380K +$372K +4,203 New
OLVIG
505
Oliver Lagore Vanvalin Investment Group
Michigan
$374K -$589K -6,656 -62%
MC
506
Moors & Cabot
Massachusetts
$372K -$182K -2,060 -33%
IC
507
IEQ Capital
California
$371K +$362K +4,099 New
Wolverine Trading
508
Wolverine Trading
Illinois
$370K +$367K +4,149 New
HWM
509
Horizons Wealth Management
North Carolina
$367K +$7.16K +81 +2%
TI
510
Trexquant Investment
Connecticut
$365K +$357K +4,035 New
TWM
511
Tanager Wealth Management
United Kingdom
$364K +$54.6K +618 +18%
BAAM
512
Baker Avenue Asset Management
California
$362K -$29.4K -332 -8%
B
513
Bailard
California
$361K – – –
CWM
514
Castle Wealth Management
Florida
$354K -$7.87K -89 -2%
JIC
515
Johnson Investment Counsel
Ohio
$354K – – –
AWA
516
Aaron Wealth Advisors
Illinois
$353K +$1.5K +17 +0.4%
PFA
517
Professional Financial Advisors
Nebraska
$352K -$7.69K -87 -2%
CPCM
518
Cardinal Point Capital Management
Ontario, Canada
$348K +$29.2K +330 +9%
CPWMP
519
Cardinal Point Wealth Management Partners
California
$348K +$29.2K +330 +9%
FCA
520
Fortis Capital Advisors
Kansas
$347K +$82K +927 +32%
GLLW
521
Graves Light Lenhart Wealth
Virginia
$346K – – –
SC
522
Scotia Capital
Ontario, Canada
$345K – – –
PW
523
Peninsula Wealth
California
$338K +$1.77K +20 +0.5%
HKIMG
524
Hutchens & Kramer Investment Management Group
Indiana
$337K -$440K -4,977 -57%
LA
525
LexAurum Advisors
Kansas
$337K -$911K -10,304 -73%