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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
$365K +$61K +623 +22%
WC
552
Weil Company
California
$359K -$43.4K -443 -11%
LGWM
553
Litman Gregory Wealth Management
California
$356K -$23.1K -236 -6%
DWM
554
Destination Wealth Management
California
$356K +$42.5K +434 +15%
CAMG
555
CWA Asset Management Group
Florida
$356K – – –
OPWM
556
Oxinas Partners Wealth Management
Indiana
$356K +$784 +8 +0.2%
TWA
557
Talisman Wealth Advisors
New Jersey
$355K -$176K -1,797 -35%
CG
558
Caprock Group
Idaho
$355K +$8.72K +89 +3%
CPCM
559
Cardinal Point Capital Management
Ontario, Canada
$353K -$29.4K -300 -8%
WEG
560
World Equity Group
Illinois
$353K +$13.6K +139 +4%
VT
561
Vise Technologies
New York
$349K +$29.1K +297 +10%
CIBC Private Wealth Group
562
CIBC Private Wealth Group
Georgia
$348K +$73K +745 +29%
SQA
563
Simon Quick Advisors
New Jersey
$348K -$141K -1,436 -30%
S
564
SignatureFD
Georgia
$348K -$1.27K -13 -0.4%
Bank of Nova Scotia
565
Bank of Nova Scotia
Ontario, Canada
$347K – – –
PAI
566
Pittenger & Anderson Inc
Nebraska
$344K -$41.7K -426 -11%
MG
567
Mather Group
Illinois
$344K -$62.6K -639 -16%
SYBT
568
Stock Yards Bank & Trust
Kentucky
$343K – – –
AWA
569
ARQ Wealth Advisors
Arizona
$339K +$316K +3,230 New
PG
570
Prostatis Group
Maryland
$334K -$23.6K -241 -7%
MMHP
571
Murphy Middleton Hinkle & Parker
Georgia
$334K – – –
AWM
572
Aprio Wealth Management
Georgia
$332K -$38.7K -395 -11%
JFG
573
Jefferies Financial Group
New York
$330K +$54.7K +559 +22%
WFC
574
Western Financial Corp
California
$329K -$20.4K -208 -6%
WIM
575
WealthPlan Investment Management
Nebraska
$329K – – –