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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
576
DWR Wealth Management
California
$400K +$11.9K +75 +3%
WB
577
WesBanco Bank
West Virginia
$398K -$12K -76 -3%
ATC
578
Argent Trust Co
Tennessee
$398K
OC
579
Oarsman Capital
Wisconsin
$397K +$384K +2,426 New
AWS
580
Aspen Wealth Strategies
Colorado
$392K
PIMG
581
Patriot Investment Management Group
Tennessee
$391K +$7.75K +49 +2%
PFA
582
Pettinga Financial Advisors
Indiana
$391K
PCS
583
Private Client Services
Kentucky
$389K +$158 +1 +0%
Susquehanna International Group
584
Susquehanna International Group
Pennsylvania
$389K -$4.85M -30,647 -93%
TNA
585
True North Advisors
Texas
$387K +$374K +2,365 New
BTWM
586
Baker Tilly Wealth Management
Wisconsin
$385K
DWP
587
Destiny Wealth Partners
Florida
$384K -$547K -3,460 -60%
BWA
588
BCU Wealth Advisors
Illinois
$381K -$150K -946 -29%
TP
589
TritonPoint Partners
Maryland
$379K +$112K +711 +44%
WPP
590
Whalerock Point Partners
Rhode Island
$377K
CFS
591
CGC Financial Services
Oregon
$376K +$1.42K +9 +0.4%
LEA
592
Legacy Edge Advisors
New York
$375K +$16K +101 +5%
TFM
593
Trademark Financial Management
Minnesota
$375K
BA
594
Bellwether Advisors
Nebraska
$374K +$6.32K +40 +2%
NFC
595
Northstar Financial Companies
Pennsylvania
$373K
SVWAG
596
Sound View Wealth Advisors Group
Georgia
$372K
SAG
597
Sentinel Advisory Group
Wisconsin
$372K +$359K +2,270 New
APP
598
Avantax Planning Partners
Iowa
$368K -$474 -3 -0.1%
RW
599
Rede Wealth
Virginia
$368K
MWA
600
Merkkuri Wealth Advisors
New York
$368K -$2.06K -13 -0.6%