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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PC
626
Pecaut & Co
Iowa
$117K – – –
MCC
627
Money Concepts Capital
Florida
$117K -$856K -9,679 -36%
CIA
628
Cape Investment Advisory
Georgia
$114K +$111K +1,255 New
GIA
629
GHP Investment Advisors
Colorado
$109K -$12.6K -142 -11%
EW
630
Element Wealth
Mississippi
$107K -$12K -136 -10%
BFPW
631
BOK Financial Private Wealth
Colorado
$106K -$24K -271 -19%
CSWG
632
Cardinal Strategic Wealth Guidance
Kentucky
$97K -$5.87M -66,381 -98%
TAM
633
Tucker Asset Management
Colorado
$95.2K +$17.2K +194 +23%
ADL
634
Asset Dedication LLC
California
$92K – – –
TLA
635
Tanglewood Legacy Advisors
Texas
$90.5K – – –
CWP
636
Concord Wealth Partners
Virginia
$87.9K -$95.7K -1,082 -53%
GEA
637
Glen Eagle Advisors
New Jersey
$86.6K – – –
FP
638
Financial Perspectives
Minnesota
$86.1K – – –
EWM
639
Endurance Wealth Management
Rhode Island
$86K – – –
RWM
640
Ruedi Wealth Management
Illinois
$84.7K +$82.8K +936 New
AWM
641
Abound Wealth Management
Tennessee
$81.4K – – –
LFG
642
Larson Financial Group
Missouri
$81.3K +$29.9K +338 +60%
PPC
643
Park Place Capital
Alabama
$72.2K -$2.45M -27,749 -97%
SWM
644
Sugarloaf Wealth Management
Georgia
$69.6K -$40.8K -461 -37%
Jones Financial Companies
645
Jones Financial Companies
Missouri
$68.7K +$67.2K +760 New
SS
646
Sunbelt Securities
Texas
$68.4K +$67.9K +768 New
FA
647
Fortis Advisors
Pennsylvania
$66.5K -$163K -1,842 -71%
SCA
648
Stonebridge Capital Advisors
Minnesota
$61.9K +$47.3K +535 +357%
JFGIW
649
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.2K – – –
IWP
650
IAG Wealth Partners
Wisconsin
$56.6K – – –