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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
576
Financial Advocates Investment Management
Washington
$307K -$43.3K -347 -10%
WT
577
Whittier Trust
California
$306K – – –
RW
578
Rede Wealth
Virginia
$306K – – –
SFG
579
Sage Financial Group
Pennsylvania
$301K – – –
RIM
580
Redwood Investment Management
Arizona
$301K +$62.3K +499 +29%
BA
581
Bellwether Advisors
Nebraska
$301K – – –
GWM
582
Geneos Wealth Management
Colorado
$300K +$97.6K +782 +54%
VWWMG
583
Vermillion & White Wealth Management Group
Pennsylvania
$299K -$56.2K -450 -17%
PF
584
Prosperitas Financial
California
$297K +$26.2K +210 +11%
PNC Financial Services Group
585
PNC Financial Services Group
Pennsylvania
$290K -$12.5K -100 -4%
TCWM
586
Total Clarity Wealth Management
Illinois
$289K +$266K +2,133 New
CAS
587
Coppell Advisory Solutions
Texas
$286K +$266K +2,133 New
DWM
588
Diversify Wealth Management
Utah
$286K -$12.7K -102 -5%
MWP
589
Moller Wealth Partners
$285K -$6.62K -53 -2%
NCM
590
Novare Capital Management
North Carolina
$283K – – –
WFAG
591
Worth Financial Advisory Group
North Carolina
$281K -$38.1K -305 -13%
CAG
592
Curtis Advisory Group
California
$281K +$39.4K +316 +18%
FFA
593
Founders Financial Alliance
North Carolina
$280K -$75.5K -605 -23%
AWA
594
Amplius Wealth Advisors
Pennsylvania
$279K +$21.1K +169 +9%
HWM
595
Horizons Wealth Management
North Carolina
$279K – – –
SWM
596
SeaCrest Wealth Management
New York
$279K -$6.24K -50 -2%
QWM
597
Quadcap Wealth Management
Texas
$272K -$749 -6 -0.3%
NA
598
Novus Advisors
South Carolina
$271K -$7.24K -58 -3%
PA
599
Pinnacle Associates
New York
$269K – – –
NA
600
Note Advisors
New York
$267K -$3.12K -25 -1%