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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
626
AssetMark Inc
California
$22K -$2.7K -27 -11%
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$22K +$21.7K +217 New
BLC
628
Brown, Lisle/Cummings
Rhode Island
$21.2K – – –
PSB
629
Piscataqua Savings Bank
New Hampshire
$20K – – –
JFA
630
JNBA Financial Advisors
Minnesota
$15K -$67.5K -674 -82%
SFCL
631
Strengthening Families & Communities LLC
Massachusetts
$15K – – –
IRC
632
Investors Research Corp
Georgia
$15K +$13.5K +135 +900%
SCA
633
Stonebridge Capital Advisors
Minnesota
$15K +$14.8K +148 New
GI
634
Gradient Investments
Minnesota
$14K -$18.8K -188 -58%
GM
635
GeoWealth Management
Illinois
$14K +$3K +30 +28%
DWMG
636
DB Wealth Management Group
California
$14K +$4.11K +41 +41%
AIC
637
Archer Investment Corporation
Indiana
$11.9K – – –
FFC
638
Fure Financial Corporation
Minnesota
$11K – – –
National Bank of Canada
639
National Bank of Canada
Quebec, Canada
$11K +$11.2K +112 New
HF
640
Halpern Financial
Virginia
$10.2K +$10.1K +101 New
SWM
641
Selective Wealth Management
Virginia
$10K -$70.3K -702 -88%
SWA
642
SOA Wealth Advisors
New York
$9K – – –
BBPWM
643
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
BFC
644
Bedel Financial Consulting
Indiana
$7K – – –
HWA
645
HHM Wealth Advisors
Tennessee
$4K – – –
SPWM
646
Spartan Planning & Wealth Management
North Carolina
$4K +$4.31K +43 New
PA
647
PSI Advisors
Florida
$3K – – –
PMFA
648
Plante Moran Financial Advisors
Michigan
$3K +$601 +6 +21%
JPLA
649
Joseph P. Lucia & Associates
New York
$3K +$2.5K +25 New
RIM
650
Rockbridge Investment Management
New York
$1.52K – – –