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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
551
Traveka Wealth
California
$412K -$289K -1,954 -41%
Barclays
552
Barclays
United Kingdom
$411K – – –
FCH
553
Freestone Capital Holdings
Washington
$409K +$39.6K +268 +11%
SEIA
554
Signature Estate & Investment Advisors
California
$409K +$62.4K +422 +18%
WAM
555
Weinberger Asset Management
California
$408K +$405K +2,738 New
CAG
556
Csenge Advisory Group
Florida
$402K -$20.8K -141 -5%
VCM
557
Vivaldi Capital Management
Illinois
$394K – – –
NWP
558
NerdWallet Wealth Partners
New York
$393K +$5.32K +36 +1%
WPW
559
Waldron Private Wealth
Pennsylvania
$391K – – –
WETS
560
Wealth Enhancement Trust Services
South Dakota
$389K +$386K +2,614 New
EI
561
Ethic Inc
New York
$389K +$102K +687 +36%
CA
562
Clearstead Advisors
Ohio
$387K – – –
MIA
563
Milestone Investment Advisors
Wisconsin
$387K -$2.22K -15 -0.6%
AMM
564
American Money Management
California
$385K +$382K +2,584 New
RA
565
Range Advisory
Virginia
$384K +$381K +2,580 New
ODIJL
566
One Day In July LLC
Vermont
$382K +$94.5K +639 +33%
CWM
567
Chesapeake Wealth Management
Virginia
$382K – – –
LFG
568
Leverty Financial Group
Wisconsin
$380K – – –
SPIO
569
Seven Post Investment Office
California
$377K – – –
WB
570
WesBanco Bank
West Virginia
$373K -$33.6K -227 -8%
PIA
571
Polaris Investment Advisors
Massachusetts
$372K +$369K +2,499 New
EWM
572
Elevation Wealth Management
Minnesota
$367K +$364K +2,462 New
EGWAG
573
Elwood & Goetz Wealth Advisory Group
Georgia
$363K +$361K +2,439 New
ATC
574
Argent Trust Co
Tennessee
$362K – – –
CFS
575
CGC Financial Services
Oregon
$361K – – –