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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
651
Klingman & Associates
New York
$272K – – –
UWM
652
Urban Wealth Management
California
$272K +$270K +1,824 New
HNH
653
Hopwood Nicholas Hunter
$271K +$269K +1,820 New
MCM
654
MontVue Capital Management
Virginia
$271K -$215K -1,456 -44%
VW
655
Vantus Wealth
Pennsylvania
$271K +$269K +1,816 New
PA
656
Pinnacle Associates
New York
$266K -$29.6K -200 -10%
AWA
657
ARQ Wealth Advisors
Arizona
$265K – – –
HKIMG
658
Hutchens & Kramer Investment Management Group
Indiana
$264K -$141K -952 -35%
BBA
659
Braun-Bostich & Associates
Pennsylvania
$264K +$7.54K +51 +3%
CFG
660
Cooper Financial Group
California
$264K -$3.55K -24 -1%
MWP
661
Moller Wealth Partners
$263K -$49.8K -337 -16%
AA
662
Advisory Alpha
Michigan
$263K -$1.27M -8,621 -83%
PVI
663
Pine Valley Investments
New Jersey
$261K -$96.7K -654 -27%
SWM
664
Schwallier Wealth Management
Michigan
$259K +$739 +5 +0.3%
PWS
665
Proactive Wealth Strategies
Georgia
$259K +$739 +5 +0.3%
FDCP
666
Foster Dykema Cabot & Partners
Massachusetts
$259K – – –
PP
667
Pearl Planning
Michigan
$258K +$256K +1,732 New
NWM
668
Northwest Wealth Management
Iowa
$255K – – –
HTC
669
Haverford Trust Company
Pennsylvania
$255K – – –
SA
670
Scarborough Advisors
Maryland
$255K +$1.92K +13 +0.8%
M
671
MOTCO
Texas
$254K +$21.7K +147 +9%
MAG
672
M3 Advisory Group
Massachusetts
$253K +$148 +1 +0.1%
NRG
673
Nemes Rush Group
Michigan
$252K -$591 -4 -0.2%
UBS AM
674
UBS AM
Illinois
$250K +$248K +1,677 New
HP
675
Holistic Planning
Texas
$249K +$248K +1,674 New