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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
501
Theory Financial
Colorado
$408K -$164K -1,425 -29%
JFG
502
Jefferies Financial Group
New York
$407K +$115K +999 +41%
FNB
503
Farmers National Bank
Kentucky
$404K +$8.38K +73 +2%
CIBC Private Wealth Group
504
CIBC Private Wealth Group
Georgia
$400K -$4.25K -37 -1%
AWA
505
ARQ Wealth Advisors
Arizona
$399K -$2.64K -23 -0.7%
LLWM
506
Life Line Wealth Management
California
$397K -$175K -1,527 -31%
FCH
507
Freestone Capital Holdings
Washington
$395K +$380K +3,309 New
DWM
508
Destination Wealth Management
California
$395K -$11.6K -101 -3%
CFD
509
Creative Financial Designs
Indiana
$394K -$494K -4,299 -57%
MGP
510
Metis Global Partners
California
$394K -$658K -5,733 -63%
TB
511
Treynor Bancshares
Iowa
$392K -$871K -7,580 -70%
PG
512
Prostatis Group
Maryland
$391K +$12.1K +105 +3%
DSN
513
D. Scott Neal
Kentucky
$391K -$58.9K -513 -14%
SYBT
514
Stock Yards Bank & Trust
Kentucky
$390K
AAS
515
Ameritas Advisory Services
Nebraska
$387K +$345 +3 +0.1%
AFG
516
ABLE Financial Group
Arizona
$382K -$132K -1,148 -26%
ECM
517
Evergreen Capital Management
Washington
$382K +$1.15K +10 +0.3%
MMHP
518
Murphy Middleton Hinkle & Parker
Georgia
$380K
BWA
519
BCU Wealth Advisors
Illinois
$376K +$4.02K +35 +1%
WIM
520
WealthPlan Investment Management
Nebraska
$375K +$919 +8 +0.3%
OSAM
521
O'Shaughnessy Asset Management
Connecticut
$370K +$267K +2,329 +300%
AWM
522
Alterna Wealth Management
Texas
$367K -$2.64K -23 -0.7%
AWMNH
523
Arcadia Wealth Management (New Hampshire)
New Hampshire
$365K -$140K -1,220 -29%
CFG
524
Citizens Financial Group
Rhode Island
$362K -$21.5K -187 -6%
TSS
525
Two Sigma Securities
New York
$362K +$348K +3,034 New