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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
51
Wealthspire Advisors (New York)
New York
$250K +$1.95K +30 +0.8%
AF
52
Advisornet Financial
Minnesota
$250K +$169K +2,599 +212%
EIG
53
Ellenbecker Investment Group
Wisconsin
$249K -$65 -1 -0%
SWP
54
Stratos Wealth Partners
Ohio
$245K +$244K +3,755 New
CFG
55
Cooper Financial Group
California
$238K
VBFP
56
Valtinson Bruner Financial Planning
Minnesota
$227K -$89.8K -1,381 -29%
WP
57
WealthSource Partners
California
$224K +$223K +3,428 New
SBSB
58
Sullivan, Bruyette, Speros & Blaney
Virginia
$217K +$215K +3,313 New
PCIA
59
Prime Capital Investment Advisors
Kansas
$201K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$162K +$148K +2,283 +1,142%
CFG
61
Citizens Financial Group
Rhode Island
$160K
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$140K
TFO
63
Tarbox Family Office
California
$104K
CWM
64
Cranbrook Wealth Management
Michigan
$100K +$99.8K +1,535 New
WT
65
Whittier Trust
California
$98K
SPIA
66
Steward Partners Investment Advisory
New York
$87K
FAAS
67
First Allied Advisory Services
California
$82K +$80.1K +1,232 New
LFG
68
LifePlan Financial Group
Ohio
$77K
BCI
69
Brinker Capital Investments
Pennsylvania
$61K +$21.2K +326 +54%
RWG
70
Regal Wealth Group
California
$58K +$57.9K +890 New
GWM
71
Geneos Wealth Management
Colorado
$20K
IA
72
IFP Advisors
Florida
$20K +$19.8K +304 New
AIM
73
Advantage Investment Management
Iowa
$18K
Citigroup
74
Citigroup
New York
$12K +$1.3K +20 +13%
JFA
75
JNBA Financial Advisors
Minnesota
$10K