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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
651
Beaird Harris Wealth Management
Texas
$9K +$9.56K +108 New
LWANC
652
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
SWM
653
Selective Wealth Management
Virginia
$8K – – –
First Manhattan
654
First Manhattan
New York
$8K +$9.65K +109 New
FFC
655
First Financial Corp
Indiana
$7K – – –
SWA
656
SOA Wealth Advisors
New York
$7K – – –
BBPWM
657
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
SIS
658
Sound Income Strategies
Florida
$4K -$620 -7 -12%
RWM
659
Raffa Wealth Management
District of Columbia
$3.33K +$3.72K +42 New
PMFA
660
Plante Moran Financial Advisors
Michigan
$3K -$34.2K -386 -92%
EBA
661
Eagle Bay Advisors
New York
$3K – – –
HWA
662
HHM Wealth Advisors
Tennessee
$3K – – –
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.83K +32 New
BC
664
Barrett & Company
Rhode Island
$2.63K +$2.75K +31 New
CAAS
665
Capital Asset Advisory Services
Michigan
$2K – – –
PA
666
PSI Advisors
Florida
$2K – – –
JMF
667
Johnson Midwest Financial
Iowa
$2K +$266 +3 +18%
RF
668
Robbins Farley
New Hampshire
$1K +$620 +7 New
SMFG
669
Sumitomo Mitsui Financial Group
Japan
– -$74.3M -885,000 Closed
Allianz Asset Management
670
Allianz Asset Management
Germany
– -$6.1M -72,728 Closed
PPP
671
Private Portfolio Partners
New Jersey
– -$4.48M -53,371 Closed
FTUS
672
Flow Traders U.S.
New York
– -$3.85M -45,823 Closed
E
673
Ergoteles
New York
– -$2.14M -25,548 Closed
AL
674
Aspiriant LLC
California
– -$1.23M -14,627 Closed
VIA
675
Vident Investment Advisory
Georgia
– -$1.12M -13,355 Closed