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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
Chesapeake Wealth Management
Virginia
$305K – – –
TIM
652
Tortoise Investment Management
New York
$305K – – –
AFW
653
Avantra Family Wealth
Pennsylvania
$304K -$1.42K -9 -0.5%
AWM
654
Atticus Wealth Management
Florida
$304K -$25.6K -162 -8%
Financial Engines Advisors
655
Financial Engines Advisors
California
$304K -$1.11K -7 -0.4%
SFG
656
Sage Financial Group
Pennsylvania
$303K -$3.95K -25 -1%
CPC
657
Cadia Private Client
New Jersey
$303K – – –
FF
658
Frankly Finances
Florida
$302K +$292K +1,848 New
SAG
659
SageView Advisory Group
California
$301K +$316 +2 +0.1%
WF
660
Williams Financial
Vermont
$300K +$290K +1,834 New
NSAM
661
North Star Asset Management
Wisconsin
$298K -$3.16K -20 -1%
MCM
662
MontVue Capital Management
Virginia
$298K – – –
AAM
663
Ameraudi Asset Management
New York
$293K -$669K -4,229 -70%
PA
664
Pinnacle Associates
New York
$292K – – –
FSA
665
Financial Services Advisory
Maryland
$292K +$283K +1,787 New
CWM
666
Cornerstone Wealth Management
Missouri
$290K – – –
AA
667
Advisory Alpha
Michigan
$288K – – –
HKIMG
668
Hutchens & Kramer Investment Management Group
Indiana
$287K -$632 -4 -0.2%
FA
669
Fermata Advisors
California
$287K -$17.4K -110 -6%
FDCP
670
Foster Dykema Cabot & Partners
Massachusetts
$285K – – –
BBA
671
Braun-Bostich & Associates
Pennsylvania
$284K -$6.8K -43 -2%
PP
672
Pearl Planning
Michigan
$283K – – –
QWM
673
Quadcap Wealth Management
Texas
$283K -$22.9K -145 -8%
NWM
674
Northwest Wealth Management
Iowa
$280K – – –
HTC
675
Haverford Trust Company
Pennsylvania
$280K – – –