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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIO
551
Seven Post Investment Office
California
$309K
FIM
552
Freedom Investment Management
Connecticut
$305K +$59.6K +463 +23%
APP
553
Avantax Planning Partners
Iowa
$305K
QCM
554
QRG Capital Management
Illinois
$303K -$74.2K -576 -19%
WI
555
WrapManager Inc
California
$299K +$315K +2,449 New
CCIA
556
Cherry Creek Investment Advisors
Colorado
$297K +$314K +2,438 New
PCS
557
Private Client Services
Kentucky
$297K -$2.45K -19 -0.8%
FMN
558
Financial Management Network
California
$294K +$20.9K +162 +6%
AWS
559
Aspen Wealth Strategies
Colorado
$292K +$6.44K +50 +2%
LPAM
560
Lodestar Private Asset Management
California
$292K +$48.6K +377 +19%
JFG
561
Jefferies Financial Group
New York
$291K -$139K -1,080 -31%
WFAG
562
Worth Financial Advisory Group
North Carolina
$291K -$27.7K -215 -8%
BTWM
563
Baker Tilly Wealth Management
Wisconsin
$291K -$8.89K -69 -3%
CAG
564
Csenge Advisory Group
Florida
$290K +$25.5K +198 +8%
LFA
565
Legacy Financial Advisors
Kentucky
$288K -$4.89K -38 -2%
SFC
566
Strategic Financial Concepts
Texas
$286K +$386 +3 +0.1%
Tudor Investment Corp
567
Tudor Investment Corp
Connecticut
$283K +$299K +2,322 New
SEIA
568
Signature Estate & Investment Advisors
California
$282K +$773 +6 +0.3%
WPP
569
Whalerock Point Partners
Rhode Island
$281K
MWM
570
Maripau Wealth Management
Indiana
$279K -$179K -1,391 -38%
SW
571
Simplicity Wealth
New Jersey
$278K +$294K +2,283 New
NFC
572
Northstar Financial Companies
Pennsylvania
$278K
WT
573
Whittier Trust
California
$276K
RW
574
Rede Wealth
Virginia
$276K
TFM
575
Trademark Financial Management
Minnesota
$274K