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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
551
Buttonwood Financial Group
Missouri
$335K -$4.82K -44 -1%
WA
552
Wealthstream Advisors
New York
$335K +$319K +2,910 New
SQA
553
Simon Quick Advisors
New Jersey
$327K -$51.3K -468 -14%
MIA
554
Milestone Investment Advisors
Wisconsin
$327K +$49.4K +451 +19%
FAIM
555
Financial Advocates Investment Management
Washington
$321K +$84.3K +769 +32%
BONH
556
Bank of New Hampshire
New Hampshire
$317K -$182K -1,660 -38%
NAS
557
NWF Advisory Services
California
$316K – – –
ST
558
Smithfield Trust
Pennsylvania
$315K – – –
FPCP
559
Fort Point Capital Partners
California
$314K -$7.12K -65 -2%
GWP
560
Gateway Wealth Partners
Wisconsin
$313K -$1.01M -9,263 -77%
PIMG
561
Patriot Investment Management Group
Tennessee
$309K +$1.31K +12 +0.4%
HKIMG
562
Hutchens & Kramer Investment Management Group
Indiana
$306K -$260K -2,373 -47%
VWWMG
563
Vermillion & White Wealth Management Group
Pennsylvania
$306K -$4.6K -42 -2%
VCM
564
Vivaldi Capital Management
Illinois
$303K – – –
LFAS
565
Level Four Advisory Services
Texas
$303K – – –
WSTAM
566
Wilbanks Smith & Thomas Asset Management
Virginia
$302K +$1.31K +12 +0.5%
CASC
567
Coppell Advisory Solutions Corp
Texas
$301K +$287K +2,617 New
MCIA
568
Mountain Capital Investment Advisors
Colorado
$299K -$22.6K -206 -7%
WPW
569
Waldron Private Wealth
Pennsylvania
$299K +$15K +137 +6%
WFAG
570
Worth Financial Advisory Group
North Carolina
$299K – – –
APP
571
Avantax Planning Partners
Iowa
$298K +$284K +2,591 New
IGWM
572
ICA Group Wealth Management
Colorado
$298K -$119K -1,083 -29%
PSCM
573
Per Stirling Capital Management
Texas
$296K +$282K +2,573 New
Financial Engines Advisors
574
Financial Engines Advisors
California
$296K +$21.1K +193 +8%
SW
575
SteelPeak Wealth
California
$294K -$7.33M -66,940 -96%