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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Clearstead Advisors
Ohio
$344K +$1.68K +13 +0.5%
GWANC
552
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K +$345K +2,665 New
VWWMG
553
Vermillion & White Wealth Management Group
Pennsylvania
$343K -$5.05K -39 -1%
VBFP
554
Valtinson Bruner Financial Planning
Minnesota
$340K +$70.1K +541 +26%
HKIMG
555
Hutchens & Kramer Investment Management Group
Indiana
$336K +$14.4K +111 +4%
EFS
556
Essex Financial Services
Connecticut
$336K +$28.6K +221 +9%
WFAG
557
Worth Financial Advisory Group
North Carolina
$335K
AWM
558
Alterna Wealth Management
Texas
$332K
LFG
559
Leverty Financial Group
Wisconsin
$329K +$5.83K +45 +2%
PIMG
560
Patriot Investment Management Group
Tennessee
$328K -$9.72K -75 -3%
FMN
561
Financial Management Network
California
$327K +$1.04K +8 +0.3%
SPIO
562
Seven Post Investment Office
California
$326K
BFG
563
Buttonwood Financial Group
Missouri
$326K -$27.7K -214 -8%
SPP
564
Single Point Partners
Massachusetts
$325K +$11K +85 +3%
VT
565
Vise Technologies
New York
$324K +$5.83K +45 +2%
FFM
566
Forum Financial Management
Illinois
$324K +$325K +2,512 New
APP
567
Avantax Planning Partners
Iowa
$322K +$130 +1 +0%
OPWM
568
Oregon Pacific Wealth Management
Oregon
$320K +$322K +2,485 New
OC
569
Oppenheimer & Co
New York
$319K +$2.33K +18 +0.7%
WPW
570
Waldron Private Wealth
Pennsylvania
$317K -$4.66K -36 -1%
SWM
571
SeaCrest Wealth Management
New York
$317K +$319K +2,459 New
EL
572
EQ LLC
Washington
$317K -$17.9K -138 -5%
PNC Financial Services Group
573
PNC Financial Services Group
Pennsylvania
$316K +$12.4K +96 +4%
PCS
574
Private Client Services
Kentucky
$316K -$3.76K -29 -1%
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$316K -$221K -1,706 -41%