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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
526
Valtinson Bruner Financial Planning
Minnesota
$361K +$41.2K +320 +12%
BFG
527
Buttonwood Financial Group
Missouri
$360K +$92K +714 +29%
WA
528
Wealthstream Advisors
New York
$359K +$1.03K +8 +0.3%
EL
529
EQ LLC
Washington
$357K +$60.7K +471 +19%
MIA
530
Milestone Investment Advisors
Wisconsin
$351K +$258 +2 +0.1%
BWMG
531
Barnes Wealth Management Group
California
$351K
ATC
532
Argent Trust Co
Tennessee
$350K
PFS
533
Prospera Financial Services
Texas
$349K -$43.5K -338 -11%
FF
534
Finley Financial
Nevada
$346K
GWP
535
Gen-Wealth Partners
Michigan
$343K -$1.07M -8,287 -75%
CWM
536
Cornerstone Wealth Management
Missouri
$339K -$97.2K -755 -21%
CIBC Private Wealth Group
537
CIBC Private Wealth Group
Georgia
$334K -$25.1K -195 -6%
FPCP
538
Fort Point Capital Partners
California
$333K
VWM
539
Venturi Wealth Management
Texas
$331K +$59.2K +460 +20%
TW
540
TritonPoint Wealth
Maryland
$326K
FFA
541
Founders Financial Alliance
North Carolina
$326K -$67K -520 -16%
CA
542
Clearstead Advisors
Ohio
$326K
VWWMG
543
Vermillion & White Wealth Management Group
Pennsylvania
$324K
HKIMG
544
Hutchens & Kramer Investment Management Group
Indiana
$324K +$6.57K +51 +2%
VCM
545
Vivaldi Capital Management
Illinois
$323K
EFS
546
Essex Financial Services
Connecticut
$318K +$129 +1 +0%
SPP
547
Single Point Partners
Massachusetts
$317K +$9.92K +77 +3%
WPW
548
Waldron Private Wealth
Pennsylvania
$315K +$15.7K +122 +5%
AWM
549
Alterna Wealth Management
Texas
$314K
LFG
550
Leverty Financial Group
Wisconsin
$311K