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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
651
Ellevest Inc
New York
$1K – – –
JMF
652
Johnson Midwest Financial
Iowa
$1K +$300 +3 +27%
B
653
Barings
North Carolina
– -$43.4M -402,093 Closed
Qube Research & Technologies (QRT)
654
Qube Research & Technologies (QRT)
United Kingdom
– -$14.9M -137,843 Closed
PG
655
Prostatis Group
Maryland
– -$14.5M -134,009 Closed
JSW
656
Journey Strategic Wealth
New Jersey
– -$7.87M -72,915 Closed
SG Americas Securities
657
SG Americas Securities
New York
– -$7.14M -66,149 Closed
SFS
658
Sowell Financial Services
Arkansas
– -$4.95M -45,856 Closed
MWM
659
Merriman Wealth Management
Washington
– -$4.39M -40,681 Closed
PPW
660
Parcion Private Wealth
Washington
– -$2.86M -27,317 Closed
FHC
661
First Heartland Consultants
Missouri
– -$1.82M -16,849 Closed
1WM
662
1900 Wealth Management
Texas
– -$1.46M -13,488 Closed
CS
663
Credit Suisse
Switzerland
– -$1.21M -11,185 Closed
KM
664
Kalos Management
Georgia
– -$1.11M -10,325 Closed
MP
665
McDonald Partners
Ohio
– -$750K -6,947 Closed
GCM
666
Goldstream Capital Management
Hong Kong
– -$607K -5,625 Closed
COF
667
Capital One Financial
Virginia
– -$598K -5,538 Closed
FWI
668
Facet Wealth Inc
Maryland
– -$573K -5,310 Closed
GCP
669
GSA Capital Partners
United Kingdom
– -$543K -5,028 Closed
SEEDPG
670
S.E.E.D. Planning Group
New York
– -$502K -4,655 Closed
GDP
671
Great Diamond Partners
Maine
– -$475K -4,405 Closed
Vontobel Holding
672
Vontobel Holding
Switzerland
– -$388K -3,600 Closed
Principal Financial Group
673
Principal Financial Group
Iowa
– -$349K -3,235 Closed
B
674
Brightworth
Georgia
– -$338K -3,132 Closed
PFA
675
Pure Financial Advisors
California
– -$324K -2,999 Closed