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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
601
Baron Silver Stevens Financial Advisors
Florida
$284K +$38.5K +275 +16%
NSAM
602
North Star Asset Management
Wisconsin
$282K -$4.34K -31 -2%
Invesco
603
Invesco
Georgia
$281K +$270K +1,928 New
ODIJL
604
One Day In July LLC
Vermont
$280K – – –
EI
605
Ethic Inc
New York
$280K – – –
VPP
606
Vertex Planning Partners
Illinois
$279K -$280 -2 -0.1%
AR
607
Apeiron RIA
Texas
$278K +$269K +1,919 New
BWM
608
BKM Wealth Management
Wisconsin
$277K – – –
AA
609
ArborFi Advisors
Michigan
$274K +$1.96K +14 +0.8%
GCM
610
Gallacher Capital Management
Colorado
$272K – – –
TIM
611
Tortoise Investment Management
New York
$271K – – –
AFW
612
Avantra Family Wealth
Pennsylvania
$271K +$10.9K +78 +4%
BFWM
613
Bright Futures Wealth Management
New York
$270K +$260K +1,856 New
SCM
614
Seascape Capital Management
New Hampshire
$269K +$259K +1,848 New
KA
615
Klingman & Associates
New York
$266K – – –
CF
616
Centaurus Financial
California
$263K -$1.68K -12 -0.7%
CFG
617
Cooper Financial Group
California
$261K -$2.94K -21 -1%
AWA
618
ARQ Wealth Advisors
Arizona
$259K -$700 -5 -0.3%
SFS
619
Security Financial Services
Indiana
$257K – – –
LWM
620
Liberty Wealth Management
California
$255K -$12.9K -92 -5%
FFM
621
Forum Financial Management
Illinois
$255K +$245K +1,752 New
QCM
622
QRG Capital Management
Illinois
$255K -$103K -733 -30%
FDCP
623
Foster Dykema Cabot & Partners
Massachusetts
$253K – – –
BFS
624
BridgePort Financial Solutions
Iowa
$253K +$23K +164 +10%
PWS
625
Proactive Wealth Strategies
Georgia
$253K +$243K +1,735 New