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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
526
Litman Gregory Wealth Management
California
$282K – – –
US Bancorp
527
US Bancorp
Minnesota
$280K +$80.4K +908 +35%
GC
528
Garde Capital
Washington
$278K -$425K -4,795 -58%
AWA
529
Arkadios Wealth Advisors
Georgia
$277K +$72.5K +819 +31%
ADIM
530
Alpha DNA Investment Management
Maryland
$276K -$123K -1,384 -28%
GVAG
531
Great Valley Advisor Group
Delaware
$275K -$26.9K -304 -8%
ZCA
532
Zeke Capital Advisors
Pennsylvania
$273K – – –
CAMG
533
CWA Asset Management Group
Florida
$270K – – –
TCWA
534
Ten Capital Wealth Advisors
Washington
$266K -$11.1K -125 -4%
VBFP
535
Valtinson Bruner Financial Planning
Minnesota
$265K -$32.7K -369 -10%
Bank of Nova Scotia
536
Bank of Nova Scotia
Ontario, Canada
$262K – – –
SYBT
537
Stock Yards Bank & Trust
Kentucky
$260K +$289K +3,269 New
PIMG
538
Patriot Investment Management Group
Tennessee
$259K -$1.59K -18 -0.5%
OPCM
539
Osborne Partners Capital Management
California
$255K -$1.77K -20 -0.6%
JG
540
Jefferies Group
New York
$255K +$886 +10 +0.3%
PCS
541
Personal CFO Solutions
New Jersey
$253K +$283K +3,191 New
PFA
542
Pathway Financial Advisors
Vermont
$252K +$282K +3,179 New
SA
543
SL Advisors
New Jersey
$251K – – –
BS
544
Boenning & Scattergood
Pennsylvania
$249K -$22.1K -250 -7%
DI
545
DFPG Investments
Utah
$249K +$266K +3,004 New
TIM
546
Tortoise Investment Management
New York
$246K – – –
AWM
547
Avior Wealth Management
Nebraska
$243K +$221K +2,496 +438%
MWM
548
MBE Wealth Management
Wisconsin
$242K – – –
GC
549
Grimes & Company
Massachusetts
$242K +$33.4K +377 +14%
TFS
550
TrustCore Financial Services
Tennessee
$239K +$4.78K +54 +2%