We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPP
551
Vertex Planning Partners
Illinois
$312K -$281K -3,043 -49%
ICG
552
InterOcean Capital Group
Tennessee
$311K
MMHP
553
Murphy Middleton Hinkle & Parker
Georgia
$310K
VBFP
554
Valtinson Bruner Financial Planning
Minnesota
$309K +$3.88K +42 +1%
OPWM
555
Oxinas Partners Wealth Management
Indiana
$308K -$10.3K -112 -3%
TCMP
556
Thrive Capital Management (Pennsylvania)
Pennsylvania
$305K +$34.5K +374 +14%
TIM
557
Tortoise Investment Management
New York
$302K
Financial Engines Advisors
558
Financial Engines Advisors
California
$300K +$75.7K +820 +36%
EFS
559
Essex Financial Services
Connecticut
$298K -$39.9K -432 -12%
TA
560
TrueWealth Advisors
Alabama
$297K +$2.22K +24 +0.8%
CWM
561
Centurion Wealth Management
Virginia
$297K +$40.2K +435 +17%
PPW
562
Presilium Private Wealth
Pennsylvania
$295K -$4.34K -47 -2%
MCIA
563
Mountain Capital Investment Advisors
Colorado
$292K -$6.98M -75,578 -96%
CCM
564
Crabel Capital Management
California
$291K +$276K +2,986 New
PFA
565
Professional Financial Advisors
Nebraska
$290K -$46.2K -500 -14%
WFAG
566
Worth Financial Advisory Group
North Carolina
$288K
CF
567
Centaurus Financial
California
$281K -$870K -9,426 -77%
CAAM
568
Cornerstone Advisors Asset Management
Pennsylvania
$279K -$75.9K -822 -22%
RPG
569
Resource Planning Group
Georgia
$276K +$43.9K +475 +20%
NAS
570
NWF Advisory Services
California
$276K
JSL
571
JT Stratford LLC
Georgia
$275K
NFSG
572
Newbridge Financial Services Group
Florida
$273K +$277 +3 +0.1%
LWM
573
Laidlaw Wealth Management
New York
$268K -$1.02K -11 -0.4%
NRC
574
New Republic Capital
North Carolina
$268K +$35K +379 +16%
ST
575
Smithfield Trust
Pennsylvania
$267K -$85.4K -925 -25%