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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
651
Annex Advisory Services
Wisconsin
$204K +$190K +1,940 New
IC
652
IEQ Capital
California
$203K -$22.2K -227 -10%
HCP
653
Holt Capital Partners
Texas
$202K +$189K +1,930 New
ODIJL
654
One Day In July LLC
Vermont
$202K +$189K +1,926 New
CBFP
655
Cedar Brook Financial Partners
Ohio
$202K +$188K +1,920 New
NS
656
NBC Securities
Alabama
$199K -$9.99K -102 -5%
TIM
657
Tortoise Investment Management
New York
$194K -$122K -1,250 -40%
HNB
658
Huntington National Bank
Ohio
$194K – – –
Bank of Montreal
659
Bank of Montreal
Ontario, Canada
$191K +$103K +1,054 +139%
CWP
660
Concord Wealth Partners
Virginia
$172K -$30.8K -314 -16%
NRC
661
New Republic Capital
North Carolina
$167K – – –
SA
662
Scarborough Advisors
Maryland
$166K +$155K +1,582 New
RFG
663
REAP Financial Group
Texas
$163K +$152K +1,550 New
ADL
664
Asset Dedication LLC
California
$162K +$47.4K +484 +46%
OLVIG
665
Oliver Lagore Vanvalin Investment Group
Michigan
$156K +$6.46K +66 +5%
SFA
666
Semmax Financial Advisors
North Carolina
$150K +$128K +1,310 +1,926%
AWM
667
Able Wealth Management
New Jersey
$143K +$134K +1,364 New
KFS
668
Kelly Financial Services
Massachusetts
$141K – – –
EW
669
Element Wealth
Mississippi
$138K – – –
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K -$78.5K -802 -39%
LWA
671
Lowe Wealth Advisors
Maryland
$134K -$49K -500 -28%
FCA
672
FinTrust Capital Advisors
South Carolina
$126K +$3.04K +31 +3%
SRCM
673
Signature Resources Capital Management
California
$124K +$116K +1,183 New
LFG
674
Larson Financial Group
Missouri
$119K – – –
FFO
675
Fortitude Family Office
Arizona
$116K +$108K +1,105 New