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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
551
Valtinson Bruner Financial Planning
Minnesota
$457K – – –
LNWTC
552
Laird Norton Wetherby Trust Company
Washington
$456K – – –
EFS
553
Essex Financial Services
Connecticut
$455K +$158 +1 +0%
FPCP
554
Fort Point Capital Partners
California
$455K – – –
Barclays
555
Barclays
United Kingdom
$452K – – –
WPW
556
Waldron Private Wealth
Pennsylvania
$451K – – –
EGWAG
557
Elwood & Goetz Wealth Advisory Group
Georgia
$445K +$7.12K +45 +2%
MFG
558
Magnus Financial Group
New York
$445K -$25.1K -159 -6%
SPAS
559
Spectrum Planning & Advisory Services
California
$442K +$70.5K +446 +20%
LAA
560
Liberty Atlantic Advisors
Texas
$439K -$35.6K -225 -8%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$434K -$62.3K -394 -13%
MWP
562
Moller Wealth Partners
$434K +$139K +877 +49%
HFO
563
Heritage Family Offices
Arizona
$433K -$67.2K -425 -14%
PEWA
564
Pacific Excel Wealth Advisors
California
$433K +$419K +2,647 New
TF
565
Trek Financial
Arizona
$429K +$51.7K +327 +14%
BFG
566
Broussard Financial Group
Louisiana
$426K -$10.1K -64 -2%
CSP
567
Cary Street Partners
Virginia
$426K -$89.3K -565 -18%
ODIJL
568
One Day In July LLC
Vermont
$426K – – –
MIA
569
Milestone Investment Advisors
Wisconsin
$425K +$158 +1 +0%
AWM
570
Aureum Wealth Management
Florida
$418K +$32.6K +206 +9%
SPWG
571
Syntegra Private Wealth Group
Missouri
$417K -$4.43K -28 -1%
SPIO
572
Seven Post Investment Office
California
$414K – – –
WETS
573
Wealth Enhancement Trust Services
South Dakota
$410K -$27.4K -173 -6%
SDJVC
574
St. Denis J. Villere & Co
Louisiana
$409K – – –
CYG
575
Clean Yield Group
Vermont
$405K – – –