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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
601
Oppenheimer & Co
New York
$256K +$244K +2,223 New
MA
602
MONECO Advisors
Connecticut
$255K +$2.85K +26 +1%
CBFP
603
Cedar Brook Financial Partners
Ohio
$252K +$30K +274 +14%
BA
604
Bellwether Advisors
Nebraska
$249K +$238K +2,169 New
IWS
605
Integrity Wealth Solutions
Colorado
$248K -$6.46K -59 -3%
CCA
606
Criterion Capital Advisors
Tennessee
$247K -$41.3K -377 -15%
HCM
607
Hudson Capital Management
New Jersey
$244K – – –
AWM
608
Aprio Wealth Management
Georgia
$244K -$114K -1,038 -33%
VBFP
609
Valtinson Bruner Financial Planning
Minnesota
$242K -$111K -1,017 -33%
LFG
610
Leverty Financial Group
Wisconsin
$233K +$223K +2,031 New
Brown Advisory
611
Brown Advisory
Maryland
$233K – – –
APC
612
Aspire Private Capital
North Carolina
$232K -$114K -1,045 -34%
NSAM
613
North Star Asset Management
Wisconsin
$232K -$4.38K -40 -2%
TWM
614
Tradition Wealth Management
Minnesota
$232K +$221K +2,020 New
AWA
615
Amplius Wealth Advisors
Pennsylvania
$231K +$4.6K +42 +2%
PA
616
Pinnacle Associates
New York
$228K – – –
RFA
617
Resurgent Financial Advisors
Georgia
$228K -$64.8K -591 -23%
PFA
618
Pathway Financial Advisors
Vermont
$225K – – –
AAS
619
Annex Advisory Services
Wisconsin
$224K +$767 +7 +0.4%
TPWA
620
Twin Peaks Wealth Advisors
California
$224K -$591K -5,390 -73%
VPP
621
Vertex Planning Partners
Illinois
$224K +$213K +1,945 New
HCP
622
Holt Capital Partners
Texas
$222K – – –
ODIJL
623
One Day In July LLC
Vermont
$221K – – –
RWP
624
RWA Wealth Partners
Massachusetts
$219K +$209K +1,903 New
WA
625
Waverly Advisors
Alabama
$218K +$208K +1,898 New