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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
551
PDS Planning
Ohio
$243K -$17.8K -178 -7%
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$241K -$430K -4,291 -64%
SIM
553
Stratos Investment Management
Ohio
$241K +$238K +2,376 New
DFA
554
DHK Financial Advisors
New Hampshire
$240K
SFC
555
SYM Financial Corp
Indiana
$240K
TWP
556
Transparent Wealth Partners
Arkansas
$240K +$237K +2,366 New
NSAM
557
North Star Asset Management
Wisconsin
$239K
CT
558
Clearstead Trust
Maine
$238K +$364K +3,634 +1,307%
VCM
559
Vivaldi Capital Management
Illinois
$237K
PFA
560
Pathway Financial Advisors
Vermont
$235K -$1K -10 -0.4%
SFPG
561
Stonebridge Financial Planning Group
Florida
$235K
MA
562
MUFG Americas
New York
$232K +$50.1K +500 +28%
CAMV
563
Concord Asset Management (Virginia)
Virginia
$232K -$120K -1,195 -34%
BCA
564
Bay Colony Advisors
Massachusetts
$231K -$72.3K -722 -24%
HCP
565
Holt Capital Partners
Texas
$226K -$36.6K -365 -14%
TFS
566
TrustCore Financial Services
Tennessee
$226K +$87.7K +876 +65%
CW
567
Connectus Wealth
Ohio
$226K +$210K +2,094 New
CGL
568
Clarius Group LLC
Washington
$224K
FMN
569
Financial Management Network
California
$223K +$401 +4 +0.2%
USCWA
570
U.S. Capital Wealth Advisors
Texas
$222K +$219K +2,186 New
ETIA
571
Epic Trust Investment Advisors
Washington
$217K -$73.2K -731 -25%
HCM
572
Hudson Capital Management
New Jersey
$215K -$30K -300 -12%
LWA
573
Lowe Wealth Advisors
Maryland
$215K
Jones Financial Companies
574
Jones Financial Companies
Missouri
$211K -$46K -459 -18%
Vanguard Personalized Indexing Management
575
Vanguard Personalized Indexing Management
California
$206K +$204K +2,035 New