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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
526
Barclays
United Kingdom
$402K +$386K +2,754 +34,425%
SPP
527
Single Point Partners
Massachusetts
$402K +$10.8K +77 +3%
WB
528
WesBanco Bank
West Virginia
$398K – – –
HKIMG
529
Hutchens & Kramer Investment Management Group
Indiana
$397K +$10.1K +72 +3%
VWM
530
Venturi Wealth Management
Texas
$396K -$7K -50 -2%
FPCP
531
Fort Point Capital Partners
California
$394K – – –
EFS
532
Essex Financial Services
Connecticut
$393K +$13.2K +94 +4%
APWA
533
Atlas Private Wealth Advisors
New Jersey
$390K -$374K -2,669 -50%
TW
534
TritonPoint Wealth
Maryland
$390K – – –
BAM
535
Belpointe Asset Management
Nevada
$389K -$247K -1,762 -40%
Financial Engines Advisors
536
Financial Engines Advisors
California
$389K -$4.06K -29 -1%
VCM
537
Vivaldi Capital Management
Illinois
$385K – – –
WPW
538
Waldron Private Wealth
Pennsylvania
$382K – – –
MIA
539
Milestone Investment Advisors
Wisconsin
$380K +$140 +1 +0%
NWP
540
NerdWallet Wealth Partners
New York
$379K +$365K +2,603 New
CA
541
Clearstead Advisors
Ohio
$378K -$11.6K -83 -3%
CWM
542
Chesapeake Wealth Management
Virginia
$373K +$91K +650 +34%
LFG
543
Leverty Financial Group
Wisconsin
$372K – – –
SB
544
Semitam Bonam
New York
$370K -$11.3K -81 -3%
SPIO
545
Seven Post Investment Office
California
$369K – – –
KIM
546
Kestra Investment Management
Texas
$366K +$352K +2,513 New
FCH
547
Freestone Capital Holdings
Washington
$361K -$77.7K -555 -18%
FSA
548
Financial Services Advisory
Maryland
$356K -$6.72K -48 -2%
ATC
549
Argent Trust Co
Tennessee
$354K -$61.6K -440 -15%
CFS
550
CGC Financial Services
Oregon
$352K -$31.2K -223 -8%