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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
601
Financial Perspectives
Minnesota
$96.4K +$29.1K +291 +44%
Bank of Montreal
602
Bank of Montreal
Ontario, Canada
$94K +$7.71K +77 +9%
IWP
603
IAG Wealth Partners
Wisconsin
$90K – – –
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$82K +$81.2K +811 New
ACA
605
Atlas Capital Advisors
Wyoming
$71.7K – – –
CFFP
606
Center for Financial Planning
Michigan
$60K – – –
LWA
607
Lenox Wealth Advisors
New York
$59K +$58.6K +585 New
GWM
608
Geneos Wealth Management
Colorado
$58K -$18.7K -187 -24%
NC
609
NewSquare Capital
Pennsylvania
$58K – – –
HIA
610
Harbor Investment Advisory
Maryland
$55K +$7.91K +79 +17%
RA
611
Rise Advisors
New York
$54K +$200 +2 +0.4%
BCWM
612
Bartlett & Co Wealth Management
Ohio
$47.3K +$46.8K +467 New
DI
613
Disciplined Investments
Oklahoma
$47K – – –
BC
614
Bartlett & Co
Ohio
$47K +$46.8K +467 New
CB
615
Community Bank
New York
$46K – – –
KTC
616
Kistler-Tiffany Companies
Pennsylvania
$43K +$100 +1 +0.2%
GA
617
GoalVest Advisory
New York
$39K +$38.6K +385 New
IHWM
618
Iron Horse Wealth Management
Iowa
$35K – – –
HR
619
Howe & Rusling
New York
$35K +$2.5K +25 +8%
EIP
620
Ellis Investment Partners
Pennsylvania
$33K – – –
AWMS
621
Advocacy Wealth Management Services
Georgia
$31K +$30.4K +304 New
FFWM
622
Future Financial Wealth Management
Ohio
$30K – – –
ACK
623
Andrew C. Karlinski
$25K +$24.6K +246 New
LSA
624
Lansing Street Advisors
Pennsylvania
$25K +$25K +250 New
CYG
625
Clean Yield Group
Vermont
$23K +$22.6K +226 New