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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
551
PrairieView Partners
Minnesota
$263K
DAM
552
Derbend Asset Management
Georgia
$263K +$256K +2,436 New
HCM
553
Hudson Capital Management
New Jersey
$262K +$9.97K +95 +4%
SFC
554
SYM Financial Corp
Indiana
$255K
DFA
555
DHK Financial Advisors
New Hampshire
$255K +$248K +2,366 New
NSAM
556
North Star Asset Management
Wisconsin
$254K -$14.2K -135 -5%
Deutsche Bank
557
Deutsche Bank
Germany
$249K
MOS
558
MGO One Seven
Ohio
$249K +$10.1K +96 +4%
FA
559
Fortis Advisors
Pennsylvania
$246K -$78.8K -751 -25%
AIM
560
Acropolis Investment Management
Missouri
$238K +$8.19K +78 +4%
BPA
561
Beacon Pointe Advisors
California
$237K -$24.8K -236 -10%
PFA
562
Pathway Financial Advisors
Vermont
$237K +$245K +2,333 New
FMN
563
Financial Management Network
California
$235K +$315 +3 +0.1%
SFM
564
Signet Financial Management
New Jersey
$234K +$11.2K +107 +5%
BCMO
565
Buckingham Capital Management (Ohio)
Ohio
$232K -$1.36K -13 -0.6%
SFPG
566
Stonebridge Financial Planning Group
Florida
$230K
LWA
567
Lowe Wealth Advisors
Maryland
$229K
FPAS
568
Focus Partners Advisor Solutions
Missouri
$228K +$221K +2,110 New
PIMG
569
Patriot Investment Management Group
Tennessee
$227K -$4.51K -43 -2%
CGL
570
Clarius Group LLC
Washington
$224K +$218K +2,076 New
CCM
571
Crabel Capital Management
California
$223K +$217K +2,067 New
MWM
572
Mattern Wealth Management
Kansas
$219K -$93K -886 -30%
WWA
573
WC Walker & Associates
California
$217K +$217K +2,070 New
CW
574
Cook Wealth
North Carolina
$216K +$225K +2,140 New
PA
575
Pinnacle Associates
New York
$214K +$208K +1,987 New