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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
51
Partners Capital Investment Group
Massachusetts
$36.7M +$3.36M +39,343 +10%
IWC
52
Integrated Wealth Concepts
Massachusetts
$36.5M -$219K -2,572 -0.6%
HFA
53
High Falls Advisors
New York
$35.8M -$5.35M -62,713 -13%
WWG
54
West Wealth Group
California
$35.5M -$5.41M -63,373 -13%
SB
55
Strategic Blueprint
Georgia
$34.7M -$1.82M -21,299 -5%
CA
56
Cetera Advisors
Colorado
$34.4M +$22.6M +265,283 +189%
OWA
57
One Wealth Advisors
California
$34.2M -$1.28M -15,035 -4%
HGWM
58
Horst & Graben Wealth Management
Oregon
$32M -$4.01M -47,034 -11%
AA
59
Alesco Advisors
New York
$31.2M -$597K -7,001 -2%
Truist Financial
60
Truist Financial
North Carolina
$31.1M -$433K -5,079 -1%
BCM
61
Brookstone Capital Management
Illinois
$30.1M -$2.35M -27,501 -7%
SW
62
SteelPeak Wealth
California
$29.5M -$4.17M -48,893 -12%
RJA
63
Raymond James & Associates
Florida
$29.3M -$3.49M -40,904 -11%
LWA
64
Lineweaver Wealth Advisors
Ohio
$29M -$835K -9,789 -3%
FT
65
Fiduciary Trust
Massachusetts
$28.9M +$2.88M +33,749 +11%
MFG
66
Merit Financial Group
Georgia
$25.5M -$8.43M -98,849 -25%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$24.7M -$3.06M -35,848 -11%
AIA
68
Ally Invest Advisors
North Carolina
$24.5M +$1.32M +15,436 +6%
T
69
TNF
Montana
$24.1M -$3.02M -35,390 -12%
TAIM
70
TD Ameritrade Investment Management
Nebraska
$23.9M -$2.3M -27,001 -9%
BRWA
71
B. Riley Wealth Advisors
Florida
$23.3M -$2.42M -28,349 -9%
SWP
72
Stratos Wealth Partners
Ohio
$23.1M +$498K +5,839 +2%
PFG
73
PAX Financial Group
Texas
$23M -$5.09M -59,622 -18%
VI
74
Vestcor Inc
New Brunswick, Canada
$22.8M – – –
AAS
75
Avantax Advisory Services
Texas
$22.7M +$2.08M +24,418 +10%