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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
526
Legacy Edge Advisors
New York
$406K +$379K +3,865 New
CAM
527
Cresset Asset Management
Illinois
$405K -$2.64K -27 -0.7%
SC
528
Scotia Capital
Ontario, Canada
$404K – – –
NP
529
NorthRock Partners
Minnesota
$400K +$374K +3,814 New
ACI
530
Alpha Cubed Investments
California
$400K – – –
HPC
531
Hobart Private Capital
North Carolina
$399K +$1.47K +15 +0.4%
ASFA
532
All Season Financial Advisors
Colorado
$398K +$136K +1,391 +58%
DSN
533
D. Scott Neal
Kentucky
$397K – – –
RPG
534
Resource Planning Group
Georgia
$393K – – –
HWM
535
Horizons Wealth Management
North Carolina
$393K -$27.1K -277 -7%
MCM
536
MontVue Capital Management
Virginia
$392K +$366K +3,734 New
PW
537
Peninsula Wealth
California
$390K -$4.41K -45 -1%
HIM
538
Hanlon Investment Management
New Jersey
$388K -$28.1K -287 -7%
PFM
539
Peak Financial Management
Massachusetts
$388K -$30.3K -309 -8%
AFAS
540
Acorn Financial Advisory Services
Virginia
$387K +$361K +3,686 New
ATC
541
Argent Trust Co
Tennessee
$386K +$123K +1,253 +52%
IGWM
542
ICA Group Wealth Management
Colorado
$385K -$24K -245 -6%
Jane Street
543
Jane Street
New York
$385K +$360K +3,671 New
SHIM
544
Stone House Investment Management
Pennsylvania
$384K +$35K +357 +11%
ECM
545
Evergreen Capital Management
Washington
$383K +$17.4K +178 +5%
KWM
546
Kingsview Wealth Management
Oregon
$381K -$19.1K -195 -5%
GC
547
Grimes & Company
Massachusetts
$380K +$2.64K +27 +0.8%
ICG
548
InterOcean Capital Group
Tennessee
$373K +$36.2K +370 +12%
TW
549
TritonPoint Wealth
Maryland
$370K +$346K +3,528 New
GLLW
550
Graves Light Lenhart Wealth
Virginia
$367K -$32.4K -331 -9%