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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
576
Coppell Advisory Solutions
Texas
$321K +$11.3K +81 +4%
BWP
577
Burling Wealth Partners
Illinois
$320K +$308K +2,200 New
LFA
578
Level Financial Advisors
New York
$319K -$314K -2,242 -51%
NW
579
NewEdge Wealth
Pennsylvania
$312K +$67.9K +485 +30%
GWP
580
Gateway Wealth Partners
Wisconsin
$312K +$89.6K +640 +43%
TCWM
581
Total Clarity Wealth Management
Illinois
$311K – – –
Squarepoint
582
Squarepoint
New York
$309K +$297K +2,124 New
GWM
583
Geneos Wealth Management
Colorado
$309K -$13.7K -98 -4%
MWP
584
Moller Wealth Partners
$306K – – –
MA
585
MONECO Advisors
Connecticut
$305K -$42.9K -306 -13%
NCM
586
Novare Capital Management
North Carolina
$305K – – –
HH
587
Hilltop Holdings
Texas
$305K +$58.7K +419 +25%
DW30
588
Drucker Wealth 3.0
New Jersey
$303K +$31.7K +226 +12%
AWA
589
Amplius Wealth Advisors
Pennsylvania
$303K +$2.8K +20 +1%
WFAG
590
Worth Financial Advisory Group
North Carolina
$303K – – –
SWM
591
SeaCrest Wealth Management
New York
$302K -$560 -4 -0.2%
FFA
592
Founders Financial Alliance
North Carolina
$301K – – –
AWM
593
Atticus Wealth Management
Florida
$292K -$48.3K -345 -15%
SFG
594
Sage Financial Group
Pennsylvania
$291K -$31.5K -225 -10%
QWM
595
Quadcap Wealth Management
Texas
$290K -$2.66K -19 -0.9%
HWM
596
Horizons Wealth Management
North Carolina
$290K -$9.8K -70 -3%
CFO
597
Callan Family Office
Pennsylvania
$290K +$24.5K +175 +10%
PA
598
Pinnacle Associates
New York
$289K – – –
NA
599
Note Advisors
New York
$287K – – –
SWA
600
Sax Wealth Advisors
New Jersey
$287K +$5.74K +41 +2%