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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
526
Osborne Partners Capital Management
California
$271K – – –
Wolverine Trading
527
Wolverine Trading
Illinois
$271K +$292K +3,201 New
JG
528
Jefferies Group
New York
$268K +$292K +3,195 New
MWM
529
Modera Wealth Management
New Jersey
$266K +$290K +3,175 New
SA
530
SL Advisors
New Jersey
$265K +$1K +11 +0.3%
ODIJL
531
One Day In July LLC
Vermont
$264K +$9.13K +100 +3%
BF
532
BOK Financial
Oklahoma
$263K +$286K +3,133 New
TIM
533
Tortoise Investment Management
New York
$260K -$207K -2,270 -42%
DWM
534
Destination Wealth Management
California
$259K -$39.4K -431 -12%
MWM
535
MBE Wealth Management
Wisconsin
$256K -$20.7K -227 -7%
APWA
536
Atlas Private Wealth Advisors
New Jersey
$251K +$548 +6 +0.2%
FA
537
Fortis Advisors
Pennsylvania
$249K +$31.4K +344 +13%
TFS
538
TrustCore Financial Services
Tennessee
$248K +$66.5K +728 +33%
TFS
539
Thoroughbred Financial Services
Tennessee
$246K +$183 +2 +0.1%
SFG
540
Sage Financial Group
Pennsylvania
$246K +$268K +2,935 New
FWI
541
Facet Wealth Inc
Maryland
$245K +$266K +2,915 New
CRI
542
Colonial River Investments
Virginia
$242K -$8.86K -97 -3%
TI
543
Trexquant Investment
Connecticut
$241K +$41.8K +458 +19%
WT
544
Whittier Trust
California
$240K -$82.2K -900 -24%
VWA
545
VERITY Wealth Advisors
United States
$238K -$45.8K -501 -15%
SSCA
546
South Shore Capital Advisors
Massachusetts
$238K -$20.3K -222 -7%
CWA
547
Canvas Wealth Advisors
Kansas
$238K +$259K +2,840 New
AWM
548
Accurate Wealth Management
Florida
$236K +$10.2K +112 +4%
NFSG
549
Newbridge Financial Services Group
Florida
$234K -$6.12K -67 -2%
VFIC
550
Valley Forge Investment Consultants
Pennsylvania
$234K – – –