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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PW
526
Peninsula Wealth
California
$365K +$1.11K +12 +0.3%
KWA
527
Kingswood Wealth Advisors
California
$363K +$344K +3,725 New
JFG
528
Jefferies Financial Group
New York
$363K +$1.75K +19 +0.5%
ECM
529
Evergreen Capital Management
Washington
$360K -$462 -5 -0.1%
FFA
530
Founders Financial Alliance
North Carolina
$355K +$104K +1,122 +45%
LGWM
531
Litman Gregory Wealth Management
California
$354K +$335K +3,633 New
GC
532
Grimes & Company
Massachusetts
$354K
WAM
533
WNY Asset Management
New York
$351K +$19.5K +211 +6%
BAM
534
Belpointe Asset Management
Nevada
$348K -$2.65M -28,709 -89%
PG
535
Prostatis Group
Maryland
$345K +$327K +3,538 New
GKWIM
536
Gerber Kawasaki Wealth & Investment Management
California
$345K -$591K -6,402 -64%
LOIP
537
Live Oak Investment Partners
Texas
$345K
MCA
538
MSH Capital Advisors
Arizona
$342K -$144K -1,563 -31%
SFS
539
Security Financial Services
Indiana
$341K -$7.02K -76 -2%
CAMG
540
CWA Asset Management Group
Florida
$331K
BFG
541
Buttonwood Financial Group
Missouri
$329K -$280K -3,027 -48%
PIMG
542
Patriot Investment Management Group
Tennessee
$325K +$1.57K +17 +0.5%
Bank of Nova Scotia
543
Bank of Nova Scotia
Ontario, Canada
$322K -$92 -1 -0%
OPCM
544
Osborne Partners Capital Management
California
$321K +$6.46K +70 +2%
CG
545
Caprock Group
Idaho
$321K
TFS
546
Thoroughbred Financial Services
Tennessee
$320K +$31.6K +342 +12%
SYBT
547
Stock Yards Bank & Trust
Kentucky
$319K
PFA
548
Pinnacle Family Advisors
Missouri
$316K -$540K -5,844 -64%
TCWA
549
Ten Capital Wealth Advisors
Washington
$314K -$13K -141 -4%
WT
550
Whittier Trust
California
$312K