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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
601
Moller Wealth Partners
$280K -$7.9K -61 -3%
SIS
602
Sound Income Strategies
Florida
$280K +$4.92K +38 +2%
Jones Financial Companies
603
Jones Financial Companies
Missouri
$277K -$10.9K -84 -4%
NA
604
Novus Advisors
South Carolina
$275K +$277K +2,137 New
BFA
605
Bright Financial Advisors
Michigan
$275K – – –
AWM
606
Atticus Wealth Management
Florida
$274K – – –
NCM
607
Novare Capital Management
North Carolina
$270K -$3.24K -25 -1%
PVI
608
Pine Valley Investments
New Jersey
$270K +$271K +2,093 New
VPP
609
Vertex Planning Partners
Illinois
$269K -$907 -7 -0.3%
MWM
610
Mascoma Wealth Management
New Hampshire
$266K -$311K -2,400 -54%
SFS
611
Security Financial Services
Indiana
$264K -$17.2K -133 -6%
FIM
612
Freedom Investment Management
Connecticut
$263K +$265K +2,042 New
LPAM
613
Lodestar Private Asset Management
California
$260K +$13.3K +103 +5%
NA
614
Note Advisors
New York
$258K +$259K +1,999 New
NSAM
615
North Star Asset Management
Wisconsin
$257K – – –
ODIJL
616
One Day In July LLC
Vermont
$257K – – –
PA
617
Pinnacle Associates
New York
$256K – – –
AA
618
Armis Advisers
Georgia
$255K +$257K +1,983 New
EI
619
Ethic Inc
New York
$248K -$395K -3,050 -61%
MA
620
MJP Associates
Connecticut
$247K -$259 -2 -0.1%
PSCM
621
Per Stirling Capital Management
Texas
$245K -$648 -5 -0.3%
AWA
622
Amplius Wealth Advisors
Pennsylvania
$244K – – –
BFWM
623
Bright Futures Wealth Management
New York
$242K +$237K +1,830 New
F8IS
624
Figure 8 Investment Strategies
Idaho
$242K +$243K +1,875 New
GCM
625
Gallacher Capital Management
Colorado
$240K – – –