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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
726
Caldwell Sutter Capital
California
$6.67K +$6.36K +58 New
HGERS
727
Householder Group Estate & Retirement Specialist
Arizona
$6.09K +$3.07K +28 +112%
PA
728
PSI Advisors
Florida
$6.03K -$110 -1 -2%
GI
729
Gradient Investments
Minnesota
$5.06K +$4.82K +44 New
TIM
730
Thompson Investment Management
Wisconsin
$5.06K +$4.82K +44 New
HT
731
Headlands Technologies
Illinois
$4.02K +$3.83K +35 New
BC
732
Barrett & Company
Rhode Island
$3.56K – – –
C
733
Covestor
United Kingdom
$3K -$4.16K -38 -63%
VF
734
VitalStone Financial
Texas
$3K – – –
SAG
735
Spotlight Asset Group
Illinois
$2.99K – – –
Russell Investments Group
736
Russell Investments Group
United Kingdom
$2.99K +$2.85K +26 New
PFM
737
Phillips Financial Management
Indiana
$2.88K -$3.51K -32 -56%
FPF
738
First Pacific Financial
Washington
$2.53K -$5.59K -51 -70%
GIA
739
GHP Investment Advisors
Colorado
$2.3K – – –
CA
740
Crewe Advisors
Utah
$2.19K +$2.08K +19 New
HBW
741
Hazlett, Burt & Watson
West Virginia
$2K +$1.97K +18 New
RF
742
Robbins Farley
New Hampshire
$1.84K – – –
CPA
743
Clear Point Advisors
New York
$1.19K – – –
SFA
744
Semmax Financial Advisors
North Carolina
$146 -$151K -1,377 -100%
VI
745
Vestcor Inc
New Brunswick, Canada
– -$28.3M -269,500 Closed
PFG
746
Pacific Financial Group
Washington
– -$6.2M -59,088 Closed
WF
747
Williams Financial
Vermont
– -$3.77M -35,937 Closed
IWA
748
Invera Wealth Advisors
Oregon
– -$3.5M -33,402 Closed
PFG
749
PAX Financial Group
Texas
– -$2.77M -25,223 Closed
BHWM
750
Bay Harbor Wealth Management
Maryland
– -$2.35M -22,441 Closed