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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
551
Legacy Financial Advisors
Kentucky
$308K -$23.2K -191 -7%
EFS
552
Essex Financial Services
Connecticut
$305K +$243 +2 +0.1%
CAG
553
Csenge Advisory Group
Florida
$304K -$4.74K -39 -2%
BWM
554
BKM Wealth Management
Wisconsin
$301K – – –
CAS
555
Coppell Advisory Solutions
Texas
$298K – – –
PNC Financial Services Group
556
PNC Financial Services Group
Pennsylvania
$298K -$405K -3,337 -59%
VWM
557
Venturi Wealth Management
Texas
$297K -$850 -7 -0.3%
AWS
558
Aspen Wealth Strategies
Colorado
$296K – – –
CF
559
Centaurus Financial
California
$296K -$3.89K -32 -1%
RW
560
Rede Wealth
Virginia
$295K – – –
MA
561
MONECO Advisors
Connecticut
$293K +$16.3K +134 +6%
HWM
562
Horizons Wealth Management
North Carolina
$292K – – –
WPP
563
Whalerock Point Partners
Rhode Island
$291K – – –
CPRC
564
Consolidated Portfolio Review Corp
New York
$290K -$32.8K -270 -10%
SEIA
565
Signature Estate & Investment Advisors
California
$290K +$971 +8 +0.3%
FCA
566
Fortis Capital Advisors
Kansas
$287K +$65.8K +542 +31%
WT
567
Whittier Trust
California
$286K – – –
TFM
568
Trademark Financial Management
Minnesota
$284K – – –
MWP
569
Moller Wealth Partners
$282K +$65K +535 +31%
Jones Financial Companies
570
Jones Financial Companies
Missouri
$281K +$209K +1,721 +334%
SFG
571
Sage Financial Group
Pennsylvania
$281K -$9.11K -75 -3%
BA
572
Bellwether Advisors
Nebraska
$281K +$6.68K +55 +3%
SFS
573
Security Financial Services
Indiana
$276K – – –
EPP
574
ETF Portfolio Partners
Kansas
$274K -$293K -2,412 -53%
SIS
575
Sound Income Strategies
Florida
$269K – – –