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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCH
501
PGIM Custom Harvest
New Jersey
$433K +$27.2K +210 +7%
LLWM
502
Life Line Wealth Management
California
$432K +$518 +4 +0.1%
SVWAG
503
Sound View Wealth Advisors Group
Georgia
$430K +$77.7K +600 +22%
TF
504
Trek Financial
Arizona
$428K +$389 +3 +0.1%
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$426K
SAS
506
Sage Advisory Services
Texas
$424K -$20.9K -161 -5%
WIM
507
WealthPlan Investment Management
Nebraska
$424K +$17.6K +136 +4%
MCM
508
MontVue Capital Management
Virginia
$422K -$58.6K -452 -12%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$421K
PFA
510
Pettinga Financial Advisors
Indiana
$420K -$9.33K -72 -2%
BJL
511
Brighton Jones LLC
Washington
$419K +$422K +3,256 New
AAP
512
Arax Advisory Partners
Colorado
$417K +$420K +3,239 New
IAIM
513
International Assets Investment Management
Florida
$416K +$419K +3,237 New
DWM
514
Destination Wealth Management
California
$414K -$8.03K -62 -2%
OPWM
515
Oxinas Partners Wealth Management
Indiana
$414K -$17.7K -137 -4%
PFS
516
Prospera Financial Services
Texas
$413K -$16.6K -128 -4%
AFG
517
ABLE Financial Group
Arizona
$413K
MA
518
MONECO Advisors
Connecticut
$413K +$114K +881 +38%
BWA
519
BCU Wealth Advisors
Illinois
$412K +$5.44K +42 +1%
FFA
520
Founders Financial Alliance
North Carolina
$411K
NAS
521
NWF Advisory Services
California
$411K +$57.3K +442 +16%
MMHP
522
Murphy Middleton Hinkle & Parker
Georgia
$410K
ST
523
Smithfield Trust
Pennsylvania
$406K -$4.02K -31 -1%
M
524
MATAURO
New York
$406K +$408K +3,151 New
ECM
525
Evergreen Capital Management
Washington
$406K -$8.81K -68 -2%