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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
MBE Wealth Management
Wisconsin
$232K – – –
RW
577
Rede Wealth
Virginia
$232K – – –
FMN
578
Financial Management Network
California
$230K +$1.08K +11 +0.4%
ATC
579
Argent Trust Co
Tennessee
$228K +$238K +2,429 New
ASFA
580
All Season Financial Advisors
Colorado
$225K +$235K +2,398 New
GCP
581
GSA Capital Partners
United Kingdom
$225K +$234K +2,391 New
MIA
582
Milestone Investment Advisors
Wisconsin
$225K – – –
DFA
583
DHK Financial Advisors
New Hampshire
$224K – – –
ACA
584
Aptus Capital Advisors
Alabama
$224K -$24.4K -249 -9%
MA
585
MONECO Advisors
Connecticut
$219K -$7.25K -74 -3%
AWA
586
Arkadios Wealth Advisors
Georgia
$219K +$228K +2,327 New
PFS
587
Prospera Financial Services
Texas
$216K -$11K -112 -5%
OPPS
588
Obsidian Personal Planning Solutions
Maryland
$215K -$21.7K -222 -9%
SFC
589
Strategic Financial Concepts
Texas
$212K -$6.46K -66 -3%
RWA
590
Rooted Wealth Advisors
Illinois
$210K -$18.1K -185 -8%
PCH
591
PGIM Custom Harvest
New Jersey
$209K – – –
LWCFA
592
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K – – –
FCA
593
Fortis Capital Advisors
Kansas
$207K +$216K +2,206 New
CAI
594
Capital Advisors Inc
Oklahoma
$205K – – –
Financial Engines Advisors
595
Financial Engines Advisors
California
$205K -$88.6K -905 -29%
GFA
596
Gallagher Fiduciary Advisors
Illinois
$203K +$212K +2,165 New
IC
597
IEQ Capital
California
$203K – – –
GM
598
GeoWealth Management
Illinois
$202K -$218K -2,230 -51%
SC
599
Stephens Consulting
Michigan
$202K – – –
SPP
600
Single Point Partners
Massachusetts
$201K – – –