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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
551
Cornerstone Advisors Asset Management
Pennsylvania
$268K – – –
MCA
552
MSH Capital Advisors
Arizona
$265K -$67.6K -690 -20%
AWA
553
Arete Wealth Advisors
Illinois
$262K -$2.31M -23,546 -89%
NAS
554
NWF Advisory Services
California
$258K -$7.83K -80 -3%
CWM
555
Centurion Wealth Management
Virginia
$258K -$29.7K -303 -10%
ST
556
Smithfield Trust
Pennsylvania
$257K – – –
SAS
557
Stelac Advisory Services
New York
$255K – – –
TCMP
558
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K -$44K -449 -14%
PIMG
559
Patriot Investment Management Group
Tennessee
$251K -$65.6K -670 -20%
PGF
560
Plan Group Financial
Oklahoma
$249K +$260K +2,650 New
WPW
561
Waldron Private Wealth
Pennsylvania
$249K -$5.39K -55 -2%
VCM
562
Vivaldi Capital Management
Illinois
$249K – – –
PP
563
PDS Planning
Ohio
$248K +$979 +10 +0.4%
PFA
564
Professional Financial Advisors
Nebraska
$245K -$35.4K -361 -12%
MCIA
565
Mountain Capital Investment Advisors
Colorado
$245K -$37.5K -383 -13%
NFSG
566
Newbridge Financial Services Group
Florida
$244K -$20K -204 -7%
JFG
567
Jefferies Financial Group
New York
$242K -$112K -1,142 -31%
CIBC Private Wealth Group
568
CIBC Private Wealth Group
Georgia
$242K +$252K +2,576 New
CPRC
569
Consolidated Portfolio Review Corp
New York
$242K +$2.94K +30 +1%
JF
570
JSF Financial
California
$241K +$252K +2,568 New
SPIO
571
Seven Post Investment Office
California
$238K – – –
SFG
572
Sage Financial Group
Pennsylvania
$235K – – –
FFA
573
Founders Financial Alliance
North Carolina
$234K -$112K -1,147 -32%
WPP
574
Whalerock Point Partners
Rhode Island
$234K – – –
AWM
575
Atticus Wealth Management
Florida
$233K – – –