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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Centerpoint Advisors
Massachusetts
$72K +$6.95K +47 +11%
AT
752
Arlington Trust
Alabama
$71.5K -$154K -1,040 -68%
CPG
753
Cornerstone Planning Group
New Jersey
$69.8K +$7.54K +51 +12%
IPS
754
Investors Portfolio Services
Washington
$68.5K +$68K +460 New
GT
755
Glenmede Trust
Pennsylvania
$62.9K +$62.4K +422 New
AA
756
Addison Advisors
Vermont
$61.7K
AIC
757
Archer Investment Corporation
Indiana
$61.6K
FWA
758
Flagship Wealth Advisors
Massachusetts
$61.2K -$17.7K -120 -23%
National Bank of Canada
759
National Bank of Canada
Quebec, Canada
$61.2K -$53.7M -363,189 -100%
PFBT
760
Parkside Financial Bank & Trust
Missouri
$57.4K
DFA
761
DHJJ Financial Advisors
Illinois
$54.4K
DF
762
Dunhill Financial
United Kingdom
$53.3K +$25.4K +172 +92%
KCM
763
Key Capital Management
Tennessee
$46.6K +$46.3K +313 New
PWMA
764
Pension & Wealth Management Advisors
Massachusetts
$46.2K
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5K
GEA
766
Glen Eagle Advisors
New Jersey
$42K -$20.7K -140 -33%
EWM
767
Evolution Wealth Management
Florida
$42K +$16.4K +111 +65%
CRI
768
Commonwealth Retirement Investments
Virginia
$41.7K +$41.4K +280 New
AG
769
AmeriFlex Group
Nevada
$40.5K -$40.1K -271 -50%
UFPG
770
United Financial Planning Group
New York
$40.2K +$148 +1 +0.4%
KG
771
Kilter Group
New York
$39.3K +$13.3K +90 +52%
CFO
772
CVA Family Office
Colorado
$38.3K
FFO
773
Fortitude Family Office
Arizona
$36.8K -$28.7K -194 -44%
CJ
774
Caitlin John
Michigan
$36.8K
TCM
775
Triumph Capital Management
Colorado
$34.6K +$34.3K +232 New