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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
676
TritonPoint Partners
Maryland
$239K +$237K +1,603 New
CC
677
Courier Capital
New York
$238K
ACM
678
Absolute Capital Management
Pennsylvania
$238K +$236K +1,595 New
SMF
679
Sterling Manor Financial
New York
$237K -$9.61K -65 -4%
TP
680
Trailhead Planners
Minnesota
$235K +$234K +1,580 New
GLLW
681
Graves Light Lenhart Wealth
Virginia
$235K
PIMG
682
Patriot Investment Management Group
Tennessee
$235K -$11.2K -76 -5%
SIM
683
Stratos Investment Management
Ohio
$232K
SFS
684
Security Financial Services
Indiana
$232K -$30.5K -206 -12%
FIT
685
Financially in Tune
Massachusetts
$231K +$229K +1,550 New
CFS
686
Commonwealth Financial Services
West Virginia
$229K
GWANC
687
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K -$2.96K -20 -1%
SPC
688
Sigma Planning Corp
Michigan
$227K -$4.88K -33 -2%
Russell Investments Group
689
Russell Investments Group
United Kingdom
$227K +$42K +284 +23%
FFC
690
Frederick Financial Consultants
Maryland
$227K
FCM
691
Fire Capital Management
California
$226K +$225K +1,519 New
BFA
692
Bragg Financial Advisors
North Carolina
$226K +$4.44K +30 +2%
CWM
693
Centurion Wealth Management
Virginia
$226K +$13.3K +90 +6%
CWWM
694
Curry Webb Wealth Management
Indiana
$223K +$221K +1,498 New
CCIA
695
Cherry Creek Investment Advisors
Colorado
$222K -$14.8K -100 -6%
JWA
696
JFS Wealth Advisors
Pennsylvania
$222K -$1.18K -8 -0.5%
CCMG
697
Clark Capital Management Group
Pennsylvania
$220K
AIM
698
Advyzon Investment Management
Illinois
$215K +$214K +1,446 New
AWMNY
699
Arcadia Wealth Management (New York)
New York
$215K
IFWM
700
Institute for Wealth Management
Colorado
$214K -$7.04M -47,634 -97%