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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$8.41M +$416K +5,523 +5%
KeyBank National Association
77
KeyBank National Association
Ohio
$7.94M +$1.51M +20,068 +24%
CAN
78
Cetera Advisor Networks
California
$7.79M +$2.47M +32,816 +47%
FLPIM
79
F.L. Putnam Investment Management
Massachusetts
$7.74M -$1.22M -16,161 -14%
VHAM
80
Van Hulzen Asset Management
California
$7.71M -$121K -1,604 -2%
CAM
81
Concorde Asset Management
Michigan
$7.55M +$167K +2,218 +2%
WP
82
WealthShield Partners
North Carolina
$7.04M +$842K +11,174 +14%
MCIA
83
Mountain Capital Investment Advisors
Colorado
$7.03M +$3.94M +52,373 +149%
DE
84
Day & Ennis
Georgia
$6.97M +$179K +2,379 +3%
SCA
85
Snowden Capital Advisors
New York
$6.75M -$40.1K -532 -0.6%
RCA
86
Rowland Carmichael Advisors
Arizona
$6.26M +$192K +2,553 +3%
LFG
87
LifePlan Financial Group
Ohio
$6.2M +$8.59K +114 +0.1%
HPWM
88
Highland Private Wealth Management
Washington
$6.12M -$44.2K -587 -0.7%
SFS
89
Sowell Financial Services
Arkansas
$6.06M -$504K -6,689 -8%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$5.71M +$251K +3,334 +5%
BHWM
91
Bay Harbor Wealth Management
Maryland
$5.34M +$623K +8,270 +13%
AIA
92
Ally Invest Advisors
North Carolina
$5.11M +$1.96M +26,018 +63%
TF
93
Trek Financial
Arizona
$5.05M +$72.8K +967 +1%
KAS
94
Kestra Advisory Services
Texas
$5.01M +$4.95M +65,718 New
CAS
95
Cascadia Advisory Services
Oregon
$4.92M +$423K +5,614 +10%
AWM
96
AE Wealth Management
Kansas
$4.64M -$14.3M -190,460 -76%
CA
97
Cetera Advisors
Colorado
$4.63M +$1M +13,340 +28%
MAFM
98
Mid Atlantic Financial Management
Pennsylvania
$4.54M +$996K +13,227 +31%
WI
99
Wintrust Investments
Illinois
$4.38M -$318K -4,220 -7%
SS
100
Simplicity Solutions
Minnesota
$4.38M -$13.4M -177,440 -76%