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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
601
Baron Silver Stevens Financial Advisors
Florida
$364K +$352K +2,224 New
OPWM
602
Oxinas Partners Wealth Management
Indiana
$363K -$55.5K -351 -14%
5W
603
5T Wealth
California
$362K
NB
604
NBT Bank
New York
$362K -$890K -5,629 -72%
VWWMG
605
Vermillion & White Wealth Management Group
Pennsylvania
$362K
LFG
606
Leverty Financial Group
Wisconsin
$362K +$10.8K +68 +3%
BWP
607
Burling Wealth Partners
Illinois
$360K
RMDI
608
R.M. Davis Inc
Maine
$359K +$47.4K +300 +16%
LFA
609
Level Financial Advisors
New York
$359K
AIM
610
Advyzon Investment Management
Illinois
$350K -$136K -859 -29%
MA
611
MONECO Advisors
Connecticut
$350K -$316 -2 -0.1%
SB
612
Semitam Bonam
New York
$349K -$9.8K -62 -3%
FCA
613
Fortis Capital Advisors
Kansas
$349K -$259K -1,635 -43%
AWA
614
Amplius Wealth Advisors
Pennsylvania
$346K
WPC
615
Wedmont Private Capital
Pennsylvania
$346K +$330K +2,086 New
VPP
616
Vertex Planning Partners
Illinois
$345K
CCFCSB
617
Cape Cod Five Cents Savings Bank
Massachusetts
$344K +$332K +2,102 New
PVI
618
Pine Valley Investments
New Jersey
$341K -$158 -1 -0%
MWA
619
Martel Wealth Advisors
Washington
$340K +$329K +2,080 New
WFAG
620
Worth Financial Advisory Group
North Carolina
$340K +$329K +2,079 New
TFA
621
Transamerica Financial Advisors
Florida
$337K +$138K +875 +74%
GWM
622
Geneos Wealth Management
Colorado
$337K -$3K -19 -0.9%
Nuveen
623
Nuveen
North Carolina
$336K +$325K +2,053 New
SEIA
624
Signature Estate & Investment Advisors
California
$333K -$114K -719 -26%
WI
625
WrapManager Inc
California
$331K -$3K -19 -0.9%