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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
551
WrapManager Inc
California
$352K +$94.7K +676 +39%
PVI
552
Pine Valley Investments
New Jersey
$350K -$3.5K -25 -1%
AWS
553
Aspen Wealth Strategies
Colorado
$349K – – –
PFA
554
Pettinga Financial Advisors
Indiana
$348K – – –
SPAS
555
Spectrum Planning & Advisory Services
California
$346K +$980 +7 +0.3%
PCS
556
Private Client Services
Kentucky
$346K -$9.38K -67 -3%
BTWM
557
Baker Tilly Wealth Management
Wisconsin
$343K – – –
PF
558
Prosperitas Financial
California
$342K +$21.4K +153 +7%
PNC Financial Services Group
559
PNC Financial Services Group
Pennsylvania
$342K +$28K +200 +9%
NL
560
NWAM LLC
Washington
$339K -$420 -3 -0.1%
SEIA
561
Signature Estate & Investment Advisors
California
$338K +$840 +6 +0.3%
QCM
562
Quantinno Capital Management
New York
$336K – – –
WPP
563
Whalerock Point Partners
Rhode Island
$336K – – –
OPWM
564
Oxinas Partners Wealth Management
Indiana
$335K -$71K -507 -18%
RIM
565
Redwood Investment Management
Arizona
$335K +$10.2K +73 +3%
MWA
566
Merkkuri Wealth Advisors
New York
$335K -$6.86K -49 -2%
TFM
567
Trademark Financial Management
Minnesota
$333K – – –
SIS
568
Sound Income Strategies
Florida
$333K -$39.9K -285 -11%
WT
569
Whittier Trust
California
$332K – – –
NFC
570
Northstar Financial Companies
Pennsylvania
$332K – – –
SVWAG
571
Sound View Wealth Advisors Group
Georgia
$331K -$55.5K -396 -15%
APP
572
Avantax Planning Partners
Iowa
$329K -$34K -243 -10%
BA
573
Bellwether Advisors
Nebraska
$327K +$3.36K +24 +1%
SAG
574
SageView Advisory Group
California
$327K -$8.26K -59 -3%
VWWMG
575
Vermillion & White Wealth Management Group
Pennsylvania
$322K – – –