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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
851
Synergy Investment Management
Florida
$5.73K -$5.53K -35 -50%
RWS
852
Retirement Wealth Solutions
Wisconsin
$4.96K -$158 -1 -3%
DJSG
853
D.J. St. Germain
Massachusetts
$4.75K – – –
CTA
854
Colonial Trust Advisors
South Carolina
$4.42K +$4.27K +27 New
KCM
855
Key Capital Management
Tennessee
$3.93K – – –
GCM
856
Gunpowder Capital Management
Maryland
$3.76K – – –
GIA
857
GHP Investment Advisors
Colorado
$3.27K – – –
CMP
858
Coston McIsaac & Partners
Maine
$3K – – –
DCM
859
Davis Capital Management
Florida
$2.95K – – –
GWS
860
Glassman Wealth Services
Virginia
$2.81K – – –
RF
861
Robbins Farley
New Hampshire
$2.62K – – –
HC
862
Hurley Capital
New York
$1.72K +$158 +1 +10%
FLP
863
Financial Life Planners
Arizona
$1.17K – – –
TFGT
864
TS Financial Group (TSFG)
Illinois
$1K – – –
C
865
Covestor
United Kingdom
$1K +$474 +3 +50%
SGFG
866
Silver Grove Financial Group
New York
$902 +$158 +1 +20%
SS
867
SBI Securities
Japan
$818 – – –
AP
868
Atwood & Palmer
Missouri
$164 – – –
MPW
869
MASECO Private Wealth
$164 – – –
FFWA
870
Forthright Family Wealth Advisory
Texas
– -$2.49M -21,696 Closed
SCM
871
SOL Capital Management
Maryland
– -$2.3M -18,875 Closed
Mirae Asset Global Investments
872
Mirae Asset Global Investments
South Korea
– -$2.44M -17,240 Closed
TWA
873
Talisman Wealth Advisors
New Jersey
– -$792K -5,600 Closed
EPW
874
Evolve Private Wealth
California
– -$702K -4,961 Closed
CIC
875
Carnegie Investment Counsel
Ohio
– -$610K -4,310 Closed