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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMD
651
Better Money Decisions
New Mexico
$4K +$4.29K +47 New
EBA
652
Eagle Bay Advisors
New York
$3.52K +$3.84K +42 New
HWA
653
HHM Wealth Advisors
Tennessee
$3K
PA
654
PSI Advisors
Florida
$3K
CAAS
655
Capital Asset Advisory Services
Michigan
$3K +$2.74K +30 New
KFI
656
Key Financial Inc
Pennsylvania
$3K +$2.83K +31 New
IAMOG
657
Investors Asset Management of Georgia
Georgia
$3K +$3.11K +34 New
JPLA
658
Joseph P. Lucia & Associates
New York
$2K
RIM
659
Rockbridge Investment Management
New York
$1.26K
JMF
660
Johnson Midwest Financial
Iowa
$1K +$274 +3 +21%
APW
661
Axim Planning & Wealth
Ohio
$1K +$639 +7 New
WF
662
Williams Financial
Vermont
-$13.3M -131,216 Closed
TWM
663
Tradition Wealth Management
Minnesota
-$10.9M -107,420 Closed
SWM
664
Scissortail Wealth Management
Oklahoma
-$6.45M -67,509 Closed
BWP
665
Bernardo Wealth Planning
Pennsylvania
-$6.16M -60,761 Closed
Verition Fund Management
666
Verition Fund Management
Connecticut
-$3.01M -29,700 Closed
CCG
667
Capital CS Group
California
-$2.36M -23,284 Closed
LA
668
Latitude Advisors
Florida
-$2.29M -22,646 Closed
SHWM
669
Silicon Hills Wealth Management
Texas
-$908K -8,963 Closed
IWN
670
Independent Wealth Network
Iowa
-$761K -7,511 Closed
ANTB
671
AMG National Trust Bank
Colorado
-$760K -7,500 Closed
BC
672
Brio Consultants
California
-$584K -5,766 Closed
MFA
673
McClarren Financial Advisors
Pennsylvania
-$533K -5,289 Closed
FANJ
674
Financial Architects (New Jersey)
New Jersey
-$488K -4,814 Closed
CIBC Asset Management
675
CIBC Asset Management
Ontario, Canada
-$437K -4,315 Closed