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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
601
Zullo Investment Group
Pennsylvania
$67K -$14.3K -157 -16%
OPW
602
Oxler Private Wealth
New York
$60.3K +$65.6K +718 New
Bank of Montreal
603
Bank of Montreal
Ontario, Canada
$58K -$25.9K -283 -31%
SIM
604
Studio Investment Management
Illinois
$54K +$59.2K +648 New
IWP
605
IAG Wealth Partners
Wisconsin
$53K -$24K -263 -30%
HIA
606
Harbor Investment Advisory
Maryland
$51K +$5.85K +64 +12%
ACA
607
Atlas Capital Advisors
Wyoming
$50.6K -$9.5K -104 -15%
CFFP
608
Center for Financial Planning
Michigan
$49K – – –
AWM
609
Avior Wealth Management
Nebraska
$47K -$36.4K -398 -41%
HR
610
Howe & Rusling
New York
$46K +$18.4K +201 +58%
RA
611
Rise Advisors
New York
$45K +$183 +2 +0.4%
NC
612
NewSquare Capital
Pennsylvania
$43K -$5.02K -55 -10%
DI
613
Disciplined Investments
Oklahoma
$39K – – –
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$39K +$22.6K +247 +114%
GWM
615
Geneos Wealth Management
Colorado
$38K -$11.4K -125 -22%
CB
616
Community Bank
New York
$37K – – –
KTC
617
Kistler-Tiffany Companies
Pennsylvania
$36K +$183 +2 +0.5%
PMFA
618
Plante Moran Financial Advisors
Michigan
$35K +$35.3K +386 +1,135%
WWMSC
619
Wagner Wealth Management (South Carolina)
South Carolina
$33K +$36K +394 New
LS
620
Leelyn Smith
Illinois
$30K +$32.7K +358 New
IRC
621
Investors Research Corp
Georgia
$29K +$18.1K +198 +132%
EIP
622
Ellis Investment Partners
Pennsylvania
$27K – – –
IHWM
623
Iron Horse Wealth Management
Iowa
$26K -$2.56K -28 -8%
CT
624
Clearstead Trust
Maine
$23K -$332K -3,634 -93%
TWP
625
TFO Wealth Partners
Ohio
$22K +$23.8K +261 New