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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
576
Bright Financial Advisors
Michigan
$269K – – –
AWM
577
Atticus Wealth Management
Florida
$268K – – –
NCM
578
Novare Capital Management
North Carolina
$268K – – –
Bank of Montreal
579
Bank of Montreal
Ontario, Canada
$266K -$288K -2,369 -53%
IWS
580
Integrity Wealth Solutions
Colorado
$265K +$971 +8 +0.4%
VBFP
581
Valtinson Bruner Financial Planning
Minnesota
$265K – – –
VPP
582
Vertex Planning Partners
Illinois
$264K +$21.6K +178 +9%
CWM
583
Centurion Wealth Management
Virginia
$264K +$255K +2,096 New
DW30
584
Drucker Wealth 3.0
New Jersey
$263K +$28.5K +235 +13%
PFA
585
Professional Financial Advisors
Nebraska
$262K -$10.6K -87 -4%
QCM
586
QRG Capital Management
Illinois
$260K -$31.4K -259 -11%
NSAM
587
North Star Asset Management
Wisconsin
$252K -$3.04K -25 -1%
ODIJL
588
One Day In July LLC
Vermont
$252K +$8.26K +68 +4%
SPAS
589
Spectrum Planning & Advisory Services
California
$248K -$446K -3,669 -65%
AAS
590
Annex Advisory Services
Wisconsin
$247K +$850 +7 +0.4%
MA
591
MJP Associates
Connecticut
$242K +$4.01K +33 +2%
LPAM
592
Lodestar Private Asset Management
California
$241K +$232K +1,913 New
PSCM
593
Per Stirling Capital Management
Texas
$241K -$11.1K -91 -5%
RWP
594
RWA Wealth Partners
Massachusetts
$240K – – –
CFD
595
Creative Financial Designs
Indiana
$239K -$171K -1,410 -43%
AWA
596
Amplius Wealth Advisors
Pennsylvania
$239K -$14K -115 -6%
Russell Investments Group
597
Russell Investments Group
United Kingdom
$238K +$226K +1,859 +7,150%
AWA
598
Arkadios Wealth Advisors
Georgia
$236K -$33.1K -273 -13%
GCM
599
Gallacher Capital Management
Colorado
$235K – – –
SL
600
SWMG LLC
Texas
$233K +$11.9K +98 +6%