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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
576
Simplicity Solutions
Minnesota
$210K +$234K +2,646 New
MG
577
Mather Group
Illinois
$208K +$232K +2,615 New
JF
578
JSF Financial
California
$208K +$232K +2,624 New
RMC
579
Regis Management Company
California
$204K – – –
Financial Engines Advisors
580
Financial Engines Advisors
California
$202K +$5.31K +60 +2%
WPP
581
Whalerock Point Partners
Rhode Island
$202K +$225K +2,542 New
PCA
582
Pallas Capital Advisors
Massachusetts
$201K -$7.62K -86 -3%
SPIO
583
Seven Post Investment Office
California
$201K – – –
CFG
584
Citizens Financial Group
Rhode Island
$200K -$3.19K -36 -1%
SFM
585
Signet Financial Management
New Jersey
$200K – – –
AIM
586
Acropolis Investment Management
Missouri
$191K – – –
S
587
SignatureFD
Georgia
$172K +$54.8K +619 +40%
TCM
588
TD Capital Management
Tennessee
$159K +$177K +1,996 New
LPIC
589
LeJeune Puetz Investment Counsel
Michigan
$151K – – –
LWA
590
Lowe Wealth Advisors
Maryland
$145K -$26.6K -300 -14%
PC
591
Pecaut & Co
Iowa
$138K -$45.3K -511 -23%
GM
592
GeoWealth Management
Illinois
$110K +$109K +1,230 +759%
BA
593
Bellwether Advisors
Nebraska
$108K – – –
BIP
594
Blueprint Investment Partners
North Carolina
$107K -$1.09M -12,263 -90%
ACK
595
Andrew C. Karlinski
$107K +$97.3K +1,099 +447%
OPW
596
Oxler Private Wealth
New York
$105K +$44.6K +504 +70%
AWM
597
Abound Wealth Management
Tennessee
$103K +$115K +1,302 New
SWM
598
Sugarloaf Wealth Management
Georgia
$98K -$211K -2,386 -66%
GIA
599
GHP Investment Advisors
Colorado
$96K – – –
LS
600
Leelyn Smith
Illinois
$91K +$69.7K +787 +220%