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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
551
Waldron Private Wealth
Pennsylvania
$315K +$15.7K +122 +5%
AWM
552
Alterna Wealth Management
Texas
$314K – – –
LFG
553
Leverty Financial Group
Wisconsin
$311K – – –
SPIO
554
Seven Post Investment Office
California
$309K – – –
FIM
555
Freedom Investment Management
Connecticut
$305K +$59.6K +463 +23%
APP
556
Avantax Planning Partners
Iowa
$305K – – –
QCM
557
QRG Capital Management
Illinois
$303K -$74.2K -576 -19%
WI
558
WrapManager Inc
California
$299K +$315K +2,449 New
CCIA
559
Cherry Creek Investment Advisors
Colorado
$297K +$314K +2,438 New
PCS
560
Private Client Services
Kentucky
$297K -$2.45K -19 -0.8%
FMN
561
Financial Management Network
California
$294K +$20.9K +162 +6%
AWS
562
Aspen Wealth Strategies
Colorado
$292K +$6.44K +50 +2%
LPAM
563
Lodestar Private Asset Management
California
$292K +$48.6K +377 +19%
JFG
564
Jefferies Financial Group
New York
$291K -$139K -1,080 -31%
WFAG
565
Worth Financial Advisory Group
North Carolina
$291K -$27.7K -215 -8%
BTWM
566
Baker Tilly Wealth Management
Wisconsin
$291K -$8.89K -69 -3%
CAG
567
Csenge Advisory Group
Florida
$290K +$25.5K +198 +8%
LFA
568
Legacy Financial Advisors
Kentucky
$288K -$4.89K -38 -2%
SFC
569
Strategic Financial Concepts
Texas
$286K +$386 +3 +0.1%
Tudor Investment Corp
570
Tudor Investment Corp
Connecticut
$283K +$299K +2,322 New
SEIA
571
Signature Estate & Investment Advisors
California
$282K +$773 +6 +0.3%
WPP
572
Whalerock Point Partners
Rhode Island
$281K – – –
MWM
573
Maripau Wealth Management
Indiana
$279K -$179K -1,391 -38%
SW
574
Simplicity Wealth
New Jersey
$278K +$294K +2,283 New
NFC
575
Northstar Financial Companies
Pennsylvania
$278K – – –