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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
601
Worth Financial Advisory Group
North Carolina
$273K -$34.3K -350 -12%
LFA
602
LGT Financial Advisors
Texas
$271K -$86.2K -880 -25%
RFA
603
Resurgent Financial Advisors
Georgia
$270K +$76.9K +785 +44%
CPRC
604
Consolidated Portfolio Review Corp
New York
$267K -$2.84K -29 -1%
GM
605
GeoWealth Management
Illinois
$266K +$38.2K +390 +18%
SPIO
606
Seven Post Investment Office
California
$266K
BJL
607
Brighton Jones LLC
Washington
$266K +$248K +2,532 New
CCA
608
Criterion Capital Advisors
Tennessee
$265K +$248K +2,528 New
SFG
609
Sage Financial Group
Pennsylvania
$262K
FFA
610
Founders Financial Alliance
North Carolina
$262K +$490 +5 +0.2%
WPP
611
Whalerock Point Partners
Rhode Island
$262K
TCMP
612
Thrive Capital Management (Pennsylvania)
Pennsylvania
$261K -$18.5K -189 -7%
AWM
613
Atticus Wealth Management
Florida
$260K
PCS
614
Private Client Services
Kentucky
$260K +$242K +2,475 New
MWM
615
MBE Wealth Management
Wisconsin
$260K
WPW
616
Waldron Private Wealth
Pennsylvania
$258K -$18.1K -185 -7%
FMN
617
Financial Management Network
California
$255K +$686 +7 +0.3%
MIA
618
Milestone Investment Advisors
Wisconsin
$251K
GCP
619
GSA Capital Partners
United Kingdom
$251K
BWM
620
BKM Wealth Management
Wisconsin
$251K +$234K +2,388 New
Financial Engines Advisors
621
Financial Engines Advisors
California
$250K +$20.5K +209 +10%
RW
622
Rede Wealth
Virginia
$247K -$11.7K -119 -5%
PCIA
623
Prime Capital Investment Advisors
Kansas
$244K +$228K +2,325 New
TFM
624
Trademark Financial Management
Minnesota
$239K +$223K +2,278 New
PFS
625
Prospera Financial Services
Texas
$234K -$6.37K -65 -3%