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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
651
Sound Income Strategies
Florida
$5K +$5.48K +60 New
BMD
652
Better Money Decisions
New Mexico
$4K +$4.29K +47 New
EBA
653
Eagle Bay Advisors
New York
$3.52K +$3.84K +42 New
HWA
654
HHM Wealth Advisors
Tennessee
$3K – – –
PA
655
PSI Advisors
Florida
$3K – – –
CAAS
656
Capital Asset Advisory Services
Michigan
$3K +$2.74K +30 New
KFI
657
Key Financial Inc
Pennsylvania
$3K +$2.83K +31 New
IAMOG
658
Investors Asset Management of Georgia
Georgia
$3K +$3.11K +34 New
JPLA
659
Joseph P. Lucia & Associates
New York
$2K – – –
RIM
660
Rockbridge Investment Management
New York
$1.26K – – –
JMF
661
Johnson Midwest Financial
Iowa
$1K +$274 +3 +21%
APW
662
Axim Planning & Wealth
Ohio
$1K +$639 +7 New
WF
663
Williams Financial
Vermont
– -$13.3M -131,216 Closed
TWM
664
Tradition Wealth Management
Minnesota
– -$10.9M -107,420 Closed
SWM
665
Scissortail Wealth Management
Oklahoma
– -$6.45M -67,509 Closed
BWP
666
Bernardo Wealth Planning
Pennsylvania
– -$6.16M -60,761 Closed
Verition Fund Management
667
Verition Fund Management
Connecticut
– -$3.01M -29,700 Closed
CCG
668
Capital CS Group
California
– -$2.36M -23,284 Closed
LA
669
Latitude Advisors
Florida
– -$2.29M -22,646 Closed
SHWM
670
Silicon Hills Wealth Management
Texas
– -$908K -8,963 Closed
IWN
671
Independent Wealth Network
Iowa
– -$761K -7,511 Closed
ANTB
672
AMG National Trust Bank
Colorado
– -$760K -7,500 Closed
BC
673
Brio Consultants
California
– -$584K -5,766 Closed
MFA
674
McClarren Financial Advisors
Pennsylvania
– -$533K -5,289 Closed
FANJ
675
Financial Architects (New Jersey)
New Jersey
– -$488K -4,814 Closed