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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
701
Glen Eagle Advisors
New Jersey
$87.4K -$7.25K -56 -8%
HWP
702
Highline Wealth Partners
California
$83K – – –
SFGP
703
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$80.5K +$81K +625 New
T
704
Transce3nd
Texas
$79.5K +$79.9K +617 New
FWA
705
Flagship Wealth Advisors
Massachusetts
$79.4K +$79.8K +616 New
CFFP
706
Center for Financial Planning
Michigan
$75.7K – – –
Fifth Third Bancorp
707
Fifth Third Bancorp
Ohio
$75.6K -$9.85K -76 -11%
RA
708
Rise Advisors
New York
$71.5K +$259 +2 +0.4%
HIA
709
Harbor Investment Advisory
Maryland
$67.9K – – –
BBHC
710
Brown Brothers Harriman & Co
New York
$65.7K – – –
FWM
711
FLP Wealth Management
Arkansas
$65.3K +$65.7K +507 New
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$63.6K +$64K +494 New
SAM
713
Synergy Asset Management
Washington
$61.6K +$63.2K +488 New
GI
714
GAMMA Investing
California
$60.5K – – –
PP
715
PrairieView Partners
Minnesota
$58K +$21.2K +164 +56%
CA
716
Continuum Advisory
Idaho
$55.4K -$6.35K -49 -10%
GT
717
Glenmede Trust
Pennsylvania
$54.4K – – –
CPG
718
Cornerstone Planning Group
New Jersey
$53.9K – – –
AIC
719
Archer Investment Corporation
Indiana
$53.2K +$130 +1 +0.2%
NP
720
NorthRock Partners
Minnesota
$51.3K +$25.7K +198 +99%
FA
721
Fedenia Advisers
Wisconsin
$50.5K +$50.8K +392 New
M
722
MOTCO
Texas
$49.9K +$50.1K +387 New
DFA
723
DHJJ Financial Advisors
Illinois
$47K – – –
OLVIG
724
Oliver Lagore Vanvalin Investment Group
Michigan
$46.9K -$7.64K -59 -14%
CMBA
725
C.M. Bidwell & Associates
Hawaii
$44.1K +$44.3K +342 New