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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
626
Panoramic Investment Advisors
Colorado
$271K +$283K +1,916 New
BWM
627
BKM Wealth Management
Wisconsin
$269K – – –
PC
628
Pecaut & Co
Iowa
$269K -$8.88K -60 -3%
RMDI
629
R.M. Davis Inc
Maine
$268K +$280K +1,894 New
QWM
630
Quadcap Wealth Management
Texas
$265K -$17K -115 -6%
SFG
631
Sage Financial Group
Pennsylvania
$265K -$11.1K -75 -4%
AFW
632
Avantra Family Wealth
Pennsylvania
$264K +$592 +4 +0.2%
GCM
633
Gallacher Capital Management
Colorado
$264K – – –
CWM
634
Chesapeake Wealth Management
Virginia
$264K -$104K -700 -27%
Financial Engines Advisors
635
Financial Engines Advisors
California
$263K +$592 +4 +0.2%
FA
636
Fermata Advisors
California
$263K – – –
TIM
637
Tortoise Investment Management
New York
$263K – – –
CPC
638
Cadia Private Client
New Jersey
$262K – – –
SCM
639
Seascape Capital Management
New Hampshire
$261K – – –
SAG
640
SageView Advisory Group
California
$260K -$3.99K -27 -1%
NSAM
641
North Star Asset Management
Wisconsin
$260K -$2.96K -20 -1%
KA
642
Klingman & Associates
New York
$258K – – –
HP
643
Holistic Planning
Texas
$258K +$21.9K +148 +9%
MCM
644
MontVue Capital Management
Virginia
$257K – – –
PA
645
Pinnacle Associates
New York
$253K – – –
BFA
646
Bragg Financial Advisors
North Carolina
$252K +$39.4K +266 +18%
UWM
647
Urban Wealth Management
California
$252K -$6.21K -42 -2%
BBA
648
Braun-Bostich & Associates
Pennsylvania
$251K +$1.04K +7 +0.4%
CWM
649
Cornerstone Wealth Management
Missouri
$251K -$149K -1,005 -36%
MWP
650
Moller Wealth Partners
$251K +$888 +6 +0.3%