We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Wealthstream Advisors
New York
$335K +$319K +2,910 New
SQA
552
Simon Quick Advisors
New Jersey
$327K -$51.3K -468 -14%
MIA
553
Milestone Investment Advisors
Wisconsin
$327K +$49.4K +451 +19%
FAIM
554
Financial Advocates Investment Management
Washington
$321K +$84.3K +769 +32%
BONH
555
Bank of New Hampshire
New Hampshire
$317K -$182K -1,660 -38%
NAS
556
NWF Advisory Services
California
$316K
ST
557
Smithfield Trust
Pennsylvania
$315K
FPCP
558
Fort Point Capital Partners
California
$314K -$7.12K -65 -2%
GWP
559
Gateway Wealth Partners
Wisconsin
$313K -$1.01M -9,263 -77%
PIMG
560
Patriot Investment Management Group
Tennessee
$309K +$1.31K +12 +0.4%
HKIMG
561
Hutchens & Kramer Investment Management Group
Indiana
$306K -$260K -2,373 -47%
VWWMG
562
Vermillion & White Wealth Management Group
Pennsylvania
$306K -$4.6K -42 -2%
VCM
563
Vivaldi Capital Management
Illinois
$303K
LFAS
564
Level Four Advisory Services
Texas
$303K
WSTAM
565
Wilbanks Smith & Thomas Asset Management
Virginia
$302K +$1.31K +12 +0.5%
CASC
566
Coppell Advisory Solutions Corp
Texas
$301K +$287K +2,617 New
MCIA
567
Mountain Capital Investment Advisors
Colorado
$299K -$22.6K -206 -7%
WPW
568
Waldron Private Wealth
Pennsylvania
$299K +$15K +137 +6%
WFAG
569
Worth Financial Advisory Group
North Carolina
$299K
APP
570
Avantax Planning Partners
Iowa
$298K +$284K +2,591 New
IGWM
571
ICA Group Wealth Management
Colorado
$298K -$119K -1,083 -29%
PSCM
572
Per Stirling Capital Management
Texas
$296K +$282K +2,573 New
Financial Engines Advisors
573
Financial Engines Advisors
California
$296K +$21.1K +193 +8%
SW
574
SteelPeak Wealth
California
$294K -$7.33M -66,940 -96%
VWM
575
Venturi Wealth Management
Texas
$294K -$1.01M -9,219 -78%