We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
576
Private Client Services
Kentucky
$316K -$3.76K -29 -1%
BTWM
577
Baker Tilly Wealth Management
Wisconsin
$316K -$221K -1,706 -41%
SPAS
578
Spectrum Planning & Advisory Services
California
$312K +$58.9K +455 +23%
LFA
579
Legacy Financial Advisors
Kentucky
$310K -$4.41K -34 -1%
BWM
580
BKM Wealth Management
Wisconsin
$308K – – –
FCA
581
Fortis Capital Advisors
Kansas
$305K +$24.6K +190 +8%
AWS
582
Aspen Wealth Strategies
Colorado
$302K – – –
SFC
583
Strategic Financial Concepts
Texas
$302K +$303K +2,342 New
CF
584
Centaurus Financial
California
$301K -$1.17K -9 -0.4%
CAG
585
Csenge Advisory Group
Florida
$301K -$6.35K -49 -2%
BW
586
Blalock Williams
Alabama
$300K +$302K +2,328 New
Bank of Montreal
587
Bank of Montreal
Ontario, Canada
$299K +$26.3K +203 +10%
WPP
588
Whalerock Point Partners
Rhode Island
$297K – – –
SEIA
589
Signature Estate & Investment Advisors
California
$297K +$907 +7 +0.3%
NFC
590
Northstar Financial Companies
Pennsylvania
$293K +$295K +2,278 New
WT
591
Whittier Trust
California
$292K – – –
RW
592
Rede Wealth
Virginia
$291K -$9.72K -75 -3%
VWM
593
Venturi Wealth Management
Texas
$290K -$12.3K -95 -4%
TFM
594
Trademark Financial Management
Minnesota
$290K – – –
DW30
595
Drucker Wealth 3.0
New Jersey
$288K +$19.8K +153 +7%
WA
596
Waverly Advisors
Alabama
$288K +$56K +432 +24%
SFG
597
Sage Financial Group
Pennsylvania
$287K – – –
BA
598
Bellwether Advisors
Nebraska
$286K – – –
QWM
599
Quadcap Wealth Management
Texas
$285K -$182K -1,408 -39%
HWM
600
Horizons Wealth Management
North Carolina
$280K -$18.3K -141 -6%