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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
626
Prospera Financial Services
Texas
$234K -$6.37K -65 -3%
PCH
627
PGIM Custom Harvest
New Jersey
$233K – – –
AWS
628
Aspen Wealth Strategies
Colorado
$233K +$218K +2,223 New
IWS
629
Integrity Wealth Solutions
Colorado
$232K +$217K +2,215 New
MA
630
MONECO Advisors
Connecticut
$230K -$13.6K -139 -6%
AO
631
Advisor OS
Illinois
$230K +$215K +2,194 New
Qube Research & Technologies (QRT)
632
Qube Research & Technologies (QRT)
United Kingdom
$230K -$459K -4,690 -68%
SFC
633
Strategic Financial Concepts
Texas
$226K -$9.79K -100 -4%
FCA
634
Fortis Capital Advisors
Kansas
$225K -$5.68K -58 -3%
SC
635
Stephens Consulting
Michigan
$225K – – –
SPP
636
Single Point Partners
Massachusetts
$225K – – –
HCM
637
Hudson Capital Management
New Jersey
$223K +$208K +2,125 New
LL
638
LWMG LLC
Minnesota
$223K +$208K +2,122 New
FAIM
639
Financial Advocates Investment Management
Washington
$222K +$232K +2,370 New
LJAC
640
L.J. Altfest & Co
New York
$219K +$204K +2,086 New
NSAM
641
North Star Asset Management
Wisconsin
$216K +$202K +2,060 New
TCM
642
TD Capital Management
Tennessee
$214K +$1.47K +15 +0.7%
Brown Advisory
643
Brown Advisory
Maryland
$213K +$199K +2,028 New
WT
644
Whittier Trust
California
$210K -$118K -1,204 -38%
OPPS
645
Obsidian Personal Planning Solutions
Maryland
$209K -$29.1K -297 -13%
PA
646
Pinnacle Associates
New York
$208K +$195K +1,987 New
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K -$23.9K -244 -11%
AWA
648
Amplius Wealth Advisors
Pennsylvania
$206K +$193K +1,967 New
PFA
649
Pathway Financial Advisors
Vermont
$205K +$191K +1,955 New
DWM
650
Dakota Wealth Management
Florida
$205K +$191K +1,952 New