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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
526
PDS Planning
Ohio
$363K +$1.03K +8 +0.3%
CFG
527
Citizens Financial Group
Rhode Island
$361K -$68.5K -532 -15%
XF
528
XML Financial
Maryland
$361K -$262K -2,031 -41%
VBFP
529
Valtinson Bruner Financial Planning
Minnesota
$361K +$41.2K +320 +12%
BFG
530
Buttonwood Financial Group
Missouri
$360K +$92K +714 +29%
WA
531
Wealthstream Advisors
New York
$359K +$1.03K +8 +0.3%
EL
532
EQ LLC
Washington
$357K +$60.7K +471 +19%
MIA
533
Milestone Investment Advisors
Wisconsin
$351K +$258 +2 +0.1%
BWMG
534
Barnes Wealth Management Group
California
$351K – – –
ATC
535
Argent Trust Co
Tennessee
$350K – – –
PFS
536
Prospera Financial Services
Texas
$349K -$43.5K -338 -11%
FF
537
Finley Financial
Nevada
$346K – – –
GWP
538
Gen-Wealth Partners
Michigan
$343K -$1.07M -8,287 -75%
CWM
539
Cornerstone Wealth Management
Missouri
$339K -$97.2K -755 -21%
CIBC Private Wealth Group
540
CIBC Private Wealth Group
Georgia
$334K -$25.1K -195 -6%
FPCP
541
Fort Point Capital Partners
California
$333K – – –
VWM
542
Venturi Wealth Management
Texas
$331K +$59.2K +460 +20%
TW
543
TritonPoint Wealth
Maryland
$326K – – –
FFA
544
Founders Financial Alliance
North Carolina
$326K -$67K -520 -16%
CA
545
Clearstead Advisors
Ohio
$326K – – –
VWWMG
546
Vermillion & White Wealth Management Group
Pennsylvania
$324K – – –
HKIMG
547
Hutchens & Kramer Investment Management Group
Indiana
$324K +$6.57K +51 +2%
VCM
548
Vivaldi Capital Management
Illinois
$323K – – –
EFS
549
Essex Financial Services
Connecticut
$318K +$129 +1 +0%
SPP
550
Single Point Partners
Massachusetts
$317K +$9.92K +77 +3%