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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Cornerstone Wealth Management
Missouri
$376K
VWM
527
Venturi Wealth Management
Texas
$375K +$6.87K +55 +2%
WB
528
WesBanco Bank
West Virginia
$370K -$33.6K -269 -9%
IAA
529
Independent Advisor Alliance
North Carolina
$366K +$338K +2,704 New
Financial Engines Advisors
530
Financial Engines Advisors
California
$366K +$127K +1,020 +61%
FPCP
531
Fort Point Capital Partners
California
$366K -$3.62K -29 -1%
SPP
532
Single Point Partners
Massachusetts
$363K +$10.1K +81 +3%
CA
533
Clearstead Advisors
Ohio
$362K +$999 +8 +0.3%
TW
534
TritonPoint Wealth
Maryland
$362K
SVWAG
535
Sound View Wealth Advisors Group
Georgia
$361K -$83.6K -670 -20%
GLLW
536
Graves Light Lenhart Wealth
Virginia
$359K -$45.6K -365 -12%
VCM
537
Vivaldi Capital Management
Illinois
$358K
HKIMG
538
Hutchens & Kramer Investment Management Group
Indiana
$358K -$874 -7 -0.3%
CFS
539
CGC Financial Services
Oregon
$358K -$42.8K -343 -11%
SB
540
Semitam Bonam
New York
$355K +$328K +2,625 New
WPW
541
Waldron Private Wealth
Pennsylvania
$355K +$4.74K +38 +1%
MIA
542
Milestone Investment Advisors
Wisconsin
$353K -$34K -272 -9%
EFS
543
Essex Financial Services
Connecticut
$353K +$125 +1 +0%
CAAS
544
Capital Asset Advisory Services
Michigan
$346K +$83.9K +672 +36%
SIS
545
Sound Income Strategies
Florida
$345K +$45.8K +367 +17%
LFG
546
Leverty Financial Group
Wisconsin
$345K
SPIO
547
Seven Post Investment Office
California
$343K
FIM
548
Freedom Investment Management
Connecticut
$342K +$3K +24 +1%
APP
549
Avantax Planning Partners
Iowa
$338K
FSA
550
Financial Services Advisory
Maryland
$337K +$311K +2,492 New