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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
626
Welch & Forbes
Massachusetts
$240K +$241K +1,861 New
HTC
627
Haverford Trust Company
Pennsylvania
$239K -$152K -1,172 -39%
CWM
628
Centurion Wealth Management
Virginia
$238K -$32.1K -248 -12%
TWM
629
Tradition Wealth Management
Minnesota
$237K +$259 +2 +0.1%
RIM
630
Redwood Investment Management
Arizona
$236K +$7.25K +56 +3%
KA
631
Klingman & Associates
New York
$235K – – –
AFW
632
Avantra Family Wealth
Pennsylvania
$234K +$235K +1,815 New
CFO
633
Callan Family Office
Pennsylvania
$233K +$1.3K +10 +0.6%
AGP
634
Autumn Glory Partners
Texas
$231K – – –
FYW
635
Future You Wealth
New York
$230K +$232K +1,789 New
CCA
636
Criterion Capital Advisors
Tennessee
$230K – – –
AWA
637
ARQ Wealth Advisors
Arizona
$229K -$200K -1,544 -46%
CAG
638
Curtis Advisory Group
California
$227K – – –
TCM
639
Traynor Capital Management
Pennsylvania
$226K +$227K +1,754 New
AA
640
ArborFi Advisors
Michigan
$225K +$226K +1,743 New
FDCP
641
Foster Dykema Cabot & Partners
Massachusetts
$224K -$98.3K -759 -30%
CFS
642
CRA Financial Services
New Jersey
$224K – – –
SC
643
Stephens Consulting
Michigan
$223K – – –
CFD
644
Creative Financial Designs
Indiana
$221K -$22.9K -177 -9%
NRG
645
Nemes Rush Group
Michigan
$220K +$221K +1,707 New
MAG
646
M3 Advisory Group
Massachusetts
$218K +$130 +1 +0.1%
DOA
647
D'Orazio & Associates
Virginia
$214K +$8.42K +65 +4%
SWA
648
Sax Wealth Advisors
New Jersey
$213K +$2.07K +16 +1%
Russell Investments Group
649
Russell Investments Group
United Kingdom
$210K -$33.2K -256 -14%
TIM
650
Tortoise Investment Management
New York
$209K – – –