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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Belpointe Asset Management
Nevada
$431K -$174K -1,586 -30%
MCM
502
MontVue Capital Management
Virginia
$429K – – –
ATC
503
Argent Trust Co
Tennessee
$423K – – –
Vanguard Group
504
Vanguard Group
Pennsylvania
$421K +$402K +3,665 New
KWM
505
Kingsview Wealth Management
Oregon
$417K +$329 +3 +0.1%
FTDI
506
First Trust Direct Indexing
Massachusetts
$413K +$393K +3,591 New
GC
507
Grimes & Company
Massachusetts
$411K -$4.93K -45 -1%
CA
508
CGN Advisors
Kansas
$410K +$68.4K +624 +21%
CG
509
Caprock Group
Idaho
$409K +$19.6K +179 +5%
CCG
510
Catalina Capital Group
California
$409K -$189K -1,723 -33%
NL
511
NWAM LLC
Washington
$407K -$379K -3,455 -49%
S
512
SignatureFD
Georgia
$407K +$24.4K +223 +7%
GLLW
513
Graves Light Lenhart Wealth
Virginia
$402K – – –
CAAM
514
Cornerstone Advisors Asset Management
Pennsylvania
$400K – – –
TWA
515
Talisman Wealth Advisors
New Jersey
$399K +$9.42K +86 +3%
PAI
516
Pittenger & Anderson Inc
Nebraska
$398K +$20.1K +183 +6%
LGWM
517
Litman Gregory Wealth Management
California
$398K +$6.9K +63 +2%
CAMG
518
CWA Asset Management Group
Florida
$394K +$3.73K +34 +1%
WC
519
Weil Company
California
$393K – – –
OPWM
520
Oxinas Partners Wealth Management
Indiana
$393K +$3.29K +30 +0.9%
HWM
521
Horizons Wealth Management
North Carolina
$393K – – –
DWM
522
Destination Wealth Management
California
$392K +$1.53K +14 +0.4%
AWA
523
ARQ Wealth Advisors
Arizona
$387K +$15.2K +139 +4%
HPC
524
Hobart Private Capital
North Carolina
$385K -$50.3K -459 -12%
CIBC Private Wealth Group
525
CIBC Private Wealth Group
Georgia
$381K – – –