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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
601
US Bancorp
Minnesota
$219K -$177K -2,002 -45%
S
602
SignatureFD
Georgia
$218K -$20.2K -228 -9%
AWM
603
Aprio Wealth Management
Georgia
$216K +$211K +2,388 New
CA
604
Crumly & Associates
Illinois
$215K +$210K +2,380 New
DFA
605
DHK Financial Advisors
New Hampshire
$214K -$30.3K -343 -13%
NRC
606
New Republic Capital
North Carolina
$214K -$291K -3,294 -58%
RPG
607
Resource Planning Group
Georgia
$213K +$208K +2,356 New
OC
608
Oppenheimer & Co
New York
$211K -$54.1K -612 -21%
SFC
609
Strategic Financial Concepts
Texas
$210K +$205K +2,319 New
PFA
610
Pathway Financial Advisors
Vermont
$209K +$205K +2,314 New
NSAM
611
North Star Asset Management
Wisconsin
$205K +$201K +2,270 New
Financial Engines Advisors
612
Financial Engines Advisors
California
$204K +$199K +2,254 New
PCH
613
PGIM Custom Harvest
New Jersey
$201K +$197K +2,224 New
SC
614
Stephens Consulting
Michigan
$194K – – –
Bank of Montreal
615
Bank of Montreal
Ontario, Canada
$187K +$120K +1,354 +191%
TCM
616
TD Capital Management
Tennessee
$182K +$884 +10 +0.5%
LPIC
617
LeJeune Puetz Investment Counsel
Michigan
$172K – – –
LWA
618
Lowe Wealth Advisors
Maryland
$165K – – –
RFA
619
Resurgent Financial Advisors
Georgia
$161K -$329K -3,722 -68%
BC
620
Bartlett & Co
Ohio
$161K -$2.21K -25 -1%
BCWM
621
Bartlett & Co Wealth Management
Ohio
$161K -$2.21K -25 -1%
HNB
622
Huntington National Bank
Ohio
$138K – – –
HWA
623
HHM Wealth Advisors
Tennessee
$128K +$122K +1,380 +3,833%
PB
624
Pinnacle Bancorp
Nebraska
$127K +$124K +1,402 New
BA
625
Bellwether Advisors
Nebraska
$123K – – –