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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
601
Huntington National Bank
Ohio
$82K
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82K +$91.7K +1,036 New
SC
603
Siena Capital
Ohio
$79K
ADL
604
Asset Dedication LLC
California
$77K -$19.3K -218 -18%
EWM
605
Endurance Wealth Management
Rhode Island
$76K
FP
606
Financial Perspectives
Minnesota
$75.6K
TAM
607
Tucker Asset Management
Colorado
$75.5K -$55.4K -626 -42%
GEA
608
Glen Eagle Advisors
New Jersey
$73.7K
CL
609
COWA LLC
Oklahoma
$70K +$78.4K +885 New
ZIG
610
Zullo Investment Group
Pennsylvania
$57K -$6.82K -77 -10%
ACA
611
Atlas Capital Advisors
Wyoming
$56.1K +$9.21K +104 +17%
Bank of Montreal
612
Bank of Montreal
Ontario, Canada
$54K
HIA
613
Harbor Investment Advisory
Maryland
$53K +$5.58K +63 +10%
SC
614
Stephens Consulting
Michigan
$51.3K +$57.2K +646 New
IWP
615
IAG Wealth Partners
Wisconsin
$50K
CA
616
Clearstead Advisors
Ohio
$50K +$55.5K +627 New
CFFP
617
Center for Financial Planning
Michigan
$47K
NC
618
NewSquare Capital
Pennsylvania
$47K +$6.38K +72 +14%
APW
619
Axim Planning & Wealth
Ohio
$47K +$51.6K +583 +8,329%
RA
620
Rise Advisors
New York
$43K +$177 +2 +0.4%
M1FG
621
Mach-1 Financial Group
Arkansas
$42K -$79.4K -897 -63%
MA
622
MUFG Americas
New York
$40K -$97.7K -1,103 -69%
OSAM
623
O'Shaughnessy Asset Management
Connecticut
$37K
HR
624
Howe & Rusling
New York
$36K -$7.88K -89 -16%
DI
625
Disciplined Investments
Oklahoma
$36K