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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWMP
551
Cardinal Point Wealth Management Partners
California
$298K – – –
CPCM
552
Cardinal Point Capital Management
Ontario, Canada
$298K +$300K +3,515 New
MA
553
MONECO Advisors
Connecticut
$298K -$133K -1,560 -31%
PIMG
554
Patriot Investment Management Group
Tennessee
$297K +$2.47K +29 +0.9%
GVAG
555
Great Valley Advisor Group
Delaware
$296K +$2.3K +27 +0.8%
CF
556
Cantor Fitzgerald
New York
$295K -$14.9K -175 -5%
EFS
557
Essex Financial Services
Connecticut
$292K +$295K +3,457 New
RW
558
Rede Wealth
Virginia
$289K -$281K -3,290 -49%
TWM
559
Tanager Wealth Management
United Kingdom
$289K +$291K +3,408 New
VBFP
560
Valtinson Bruner Financial Planning
Minnesota
$288K -$1.71K -20 -0.6%
CAMG
561
CWA Asset Management Group
Florida
$288K – – –
TSS
562
Two Sigma Securities
New York
$285K -$190K -2,223 -40%
TCWA
563
Ten Capital Wealth Advisors
Washington
$284K – – –
ADIM
564
Alpha DNA Investment Management
Maryland
$283K -$11.8K -138 -4%
WAM
565
WNY Asset Management
New York
$283K +$285K +3,344 New
Bank of Nova Scotia
566
Bank of Nova Scotia
Ontario, Canada
$280K – – –
F
567
F3Logic
Minnesota
$278K +$23.7K +278 +9%
GBS
568
Gallagher Benefit Services
Illinois
$278K +$280K +3,280 New
SYBT
569
Stock Yards Bank & Trust
Kentucky
$277K – – –
CAM
570
Cresset Asset Management
Illinois
$276K -$208K -2,433 -36%
JFG
571
Jefferies Financial Group
New York
$272K +$274K +3,213 New
OPWM
572
Oxinas Partners Wealth Management
Indiana
$272K -$948K -11,108 -78%
WT
573
Whittier Trust
California
$272K +$29K +340 +12%
CWM
574
Centurion Wealth Management
Virginia
$271K +$273K +3,199 New
SA
575
SL Advisors
New Jersey
$270K +$2.39K +28 +0.9%