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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APWA
551
Atlas Private Wealth Advisors
New Jersey
$238K – – –
F
552
F3Logic
Minnesota
$238K +$38.4K +434 +17%
BC
553
Burleson & Co
California
$238K +$266K +3,000 New
TCMP
554
Thrive Capital Management (Pennsylvania)
Pennsylvania
$235K -$165K -1,858 -39%
OC
555
Oppenheimer & Co
New York
$234K -$31K -350 -11%
TFS
556
Thoroughbred Financial Services
Tennessee
$233K +$177 +2 +0.1%
FA
557
Fortis Advisors
Pennsylvania
$231K -$4.78K -54 -2%
WT
558
Whittier Trust
California
$227K – – –
SFG
559
Sage Financial Group
Pennsylvania
$225K -$8.86K -100 -3%
SSCA
560
South Shore Capital Advisors
Massachusetts
$225K -$443 -5 -0.2%
VWA
561
VERITY Wealth Advisors
United States
$225K – – –
LWM
562
Laidlaw Wealth Management
New York
$225K +$6.82K +77 +3%
MPW
563
MGO Private Wealth
California
$223K +$248K +2,805 New
NFSG
564
Newbridge Financial Services Group
Florida
$221K – – –
VFIC
565
Valley Forge Investment Consultants
Pennsylvania
$221K – – –
DFA
566
DHK Financial Advisors
New Hampshire
$216K – – –
LC
567
Lindbrook Capital
California
$215K +$3.63K +41 +2%
BSW
568
Buckingham Strategic Wealth
Missouri
$215K +$23K +260 +11%
EW
569
Enzi Wealth
Texas
$215K +$215K +2,425 New
TI
570
Trexquant Investment
Connecticut
$213K -$17.2K -194 -7%
VCM
571
Vivaldi Capital Management
Illinois
$213K -$5.67K -64 -2%
FFA
572
Founders Financial Alliance
North Carolina
$211K -$8.77K -99 -4%
HDIM
573
Hanson & Doremus Investment Management
Vermont
$211K – – –
Koshinski Asset Management
574
Koshinski Asset Management
Illinois
$211K +$531 +6 +0.2%
IFS
575
Ifrah Financial Services
Arkansas
$210K +$2.92K +33 +1%