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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
526
Stone House Investment Management
Pennsylvania
$310K -$8.42M -85,952 -96%
Bank of Nova Scotia
527
Bank of Nova Scotia
Ontario, Canada
$310K +$98 +1 +0%
WWM
528
Western Wealth Management
Colorado
$309K -$445K -4,546 -58%
TFS
529
Thoroughbred Financial Services
Tennessee
$308K – – –
LFAS
530
Level Four Advisory Services
Texas
$307K +$63.6K +649 +25%
SYBT
531
Stock Yards Bank & Trust
Kentucky
$307K – – –
WEG
532
World Equity Group
Illinois
$303K -$265K -2,710 -46%
WT
533
Whittier Trust
California
$301K – – –
ICG
534
InterOcean Capital Group
Tennessee
$299K – – –
MMHP
535
Murphy Middleton Hinkle & Parker
Georgia
$299K – – –
WIM
536
WealthPlan Investment Management
Nebraska
$294K +$307K +3,134 New
VBFP
537
Valtinson Bruner Financial Planning
Minnesota
$292K -$6.27K -64 -2%
TIM
538
Tortoise Investment Management
New York
$291K – – –
EFS
539
Essex Financial Services
Connecticut
$287K – – –
VT
540
Vise Technologies
New York
$284K +$56.1K +573 +23%
SFS
541
Security Financial Services
Indiana
$284K -$46.9K -479 -14%
BFG
542
Buttonwood Financial Group
Missouri
$282K -$19.1K -195 -6%
APC
543
Aspire Private Capital
North Carolina
$280K -$293K -2,990 -50%
VC
544
Veracity Capital
Georgia
$279K -$97.3K -994 -25%
DWM
545
Destination Wealth Management
California
$278K -$107K -1,091 -27%
RA
546
Regis Acquisition
Colorado
$278K +$290K +2,959 New
OPCM
547
Osborne Partners Capital Management
California
$277K -$33.8K -345 -10%
WFAG
548
Worth Financial Advisory Group
North Carolina
$277K – – –
CF
549
Centaurus Financial
California
$277K +$7.15K +73 +3%
MC
550
Moors & Cabot
Massachusetts
$274K -$117K -1,198 -29%