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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWS
526
Buck Wealth Strategies
Colorado
$380K +$362K +3,308 New
Bank of Nova Scotia
527
Bank of Nova Scotia
Ontario, Canada
$380K
SYBT
528
Stock Yards Bank & Trust
Kentucky
$376K
CWM
529
Centurion Wealth Management
Virginia
$373K -$68.3K -623 -16%
AAS
530
Ameritas Advisory Services
Nebraska
$371K -$240K -2,188 -40%
CFG
531
Citizens Financial Group
Rhode Island
$370K -$801K -7,309 -69%
TW
532
TritonPoint Wealth
Maryland
$370K -$93.1K -850 -24%
ICG
533
InterOcean Capital Group
Tennessee
$367K -$40.5K -370 -10%
ECM
534
Evergreen Capital Management
Washington
$367K -$50.4K -460 -13%
MMHP
535
Murphy Middleton Hinkle & Parker
Georgia
$366K
PG
536
Prostatis Group
Maryland
$365K -$1.42K -13 -0.4%
WIM
537
WealthPlan Investment Management
Nebraska
$360K
LIA
538
LifePlan Investment Advisors
North Carolina
$359K -$615K -5,617 -64%
BWA
539
BCU Wealth Advisors
Illinois
$358K -$339K -3,094 -50%
AWM
540
Alterna Wealth Management
Texas
$357K -$126K -1,148 -27%
IW
541
Imprint Wealth
South Carolina
$356K +$340K +3,106 New
CPG
542
Cornerstone Planning Group
New Jersey
$356K -$260K -2,375 -43%
PFS
543
Prospera Financial Services
Texas
$352K +$90.6K +827 +37%
APWA
544
Atlas Private Wealth Advisors
New Jersey
$350K -$336K -3,069 -50%
HTC
545
Haverford Trust Company
Pennsylvania
$348K
MG
546
Mather Group
Illinois
$344K
SW
547
SVB Wealth
Massachusetts
$342K -$326K -2,974 -50%
I
548
INVST
Indiana
$338K -$6M -54,783 -95%
CF
549
Centaurus Financial
California
$337K +$17.4K +159 +6%
BFG
550
Buttonwood Financial Group
Missouri
$335K -$4.82K -44 -1%