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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Atticus Wealth Management
Florida
$268K
NCM
577
Novare Capital Management
North Carolina
$268K
Bank of Montreal
578
Bank of Montreal
Ontario, Canada
$266K -$288K -2,369 -53%
IWS
579
Integrity Wealth Solutions
Colorado
$265K +$971 +8 +0.4%
VBFP
580
Valtinson Bruner Financial Planning
Minnesota
$265K
VPP
581
Vertex Planning Partners
Illinois
$264K +$21.6K +178 +9%
CWM
582
Centurion Wealth Management
Virginia
$264K +$255K +2,096 New
DW30
583
Drucker Wealth 3.0
New Jersey
$263K +$28.5K +235 +13%
PFA
584
Professional Financial Advisors
Nebraska
$262K -$10.6K -87 -4%
QCM
585
QRG Capital Management
Illinois
$260K -$31.4K -259 -11%
NSAM
586
North Star Asset Management
Wisconsin
$252K -$3.04K -25 -1%
ODIJL
587
One Day In July LLC
Vermont
$252K +$8.26K +68 +4%
SPAS
588
Spectrum Planning & Advisory Services
California
$248K -$446K -3,669 -65%
AAS
589
Annex Advisory Services
Wisconsin
$247K +$850 +7 +0.4%
MA
590
MJP Associates
Connecticut
$242K +$4.01K +33 +2%
LPAM
591
Lodestar Private Asset Management
California
$241K +$232K +1,913 New
PSCM
592
Per Stirling Capital Management
Texas
$241K -$11.1K -91 -5%
RWP
593
RWA Wealth Partners
Massachusetts
$240K
CFD
594
Creative Financial Designs
Indiana
$239K -$171K -1,410 -43%
AWA
595
Amplius Wealth Advisors
Pennsylvania
$239K -$14K -115 -6%
Russell Investments Group
596
Russell Investments Group
United Kingdom
$238K +$226K +1,859 +7,150%
AWA
597
Arkadios Wealth Advisors
Georgia
$236K -$33.1K -273 -13%
GCM
598
Gallacher Capital Management
Colorado
$235K
SL
599
SWMG LLC
Texas
$233K +$11.9K +98 +6%
TWM
600
Tradition Wealth Management
Minnesota
$232K +$243 +2 +0.1%