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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
601
Bank of Montreal
Ontario, Canada
$94K +$7.71K +77 +9%
IWP
602
IAG Wealth Partners
Wisconsin
$90K
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$82K +$81.2K +811 New
ACA
604
Atlas Capital Advisors
Wyoming
$71.7K
CFFP
605
Center for Financial Planning
Michigan
$60K
LWA
606
Lenox Wealth Advisors
New York
$59K +$58.6K +585 New
GWM
607
Geneos Wealth Management
Colorado
$58K -$18.7K -187 -24%
NC
608
NewSquare Capital
Pennsylvania
$58K
HIA
609
Harbor Investment Advisory
Maryland
$55K +$7.91K +79 +17%
RA
610
Rise Advisors
New York
$54K +$200 +2 +0.4%
BCWM
611
Bartlett & Co Wealth Management
Ohio
$47.3K +$46.8K +467 New
DI
612
Disciplined Investments
Oklahoma
$47K
BC
613
Bartlett & Co
Ohio
$47K +$46.8K +467 New
CB
614
Community Bank
New York
$46K
KTC
615
Kistler-Tiffany Companies
Pennsylvania
$43K +$100 +1 +0.2%
GA
616
GoalVest Advisory
New York
$39K +$38.6K +385 New
IHWM
617
Iron Horse Wealth Management
Iowa
$35K
HR
618
Howe & Rusling
New York
$35K +$2.5K +25 +8%
EIP
619
Ellis Investment Partners
Pennsylvania
$33K
AWMS
620
Advocacy Wealth Management Services
Georgia
$31K +$30.4K +304 New
FFWM
621
Future Financial Wealth Management
Ohio
$30K
ACK
622
Andrew C. Karlinski
$25K +$24.6K +246 New
LSA
623
Lansing Street Advisors
Pennsylvania
$25K +$25K +250 New
CYG
624
Clean Yield Group
Vermont
$23K +$22.6K +226 New
AssetMark Inc
625
AssetMark Inc
California
$22K -$2.7K -27 -11%