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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
76
Stone House Investment Management
Pennsylvania
$30.3M +$4.29M +40,920 +17%
VI
77
Vestcor Inc
New Brunswick, Canada
$28.4M
BCA
78
Biltmore Capital Advisors
New Jersey
$27.8M +$2.26M +21,546 +9%
C1AG
79
Client 1st Advisory Group
Florida
$27.6M -$96.3K -918 -0.4%
CS
80
Comerica Securities
Michigan
$26.8M +$1.12M +10,662 +4%
T
81
TNF
Montana
$26.2M +$373K +3,553 +1%
APW
82
Austin Private Wealth
Texas
$26.1M +$2.51M +23,945 +11%
T
83
TCWP
Ohio
$26.1M +$25.3M +241,447 New
PWA
84
Physician Wealth Advisors
Utah
$25.5M +$2.33M +22,225 +10%
SL
85
SWMG LLC
Texas
$24M +$1.08M +10,307 +5%
AIA
86
Ally Invest Advisors
North Carolina
$23.3M +$1.38M +13,194 +6%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$23.3M +$2.36M +22,465 +12%
KeyBank National Association
88
KeyBank National Association
Ohio
$22.9M +$2.15M +20,520 +11%
RJA
89
Raymond James & Associates
Florida
$22.9M +$6.58M +62,686 +42%
FIA
90
Foundations Investment Advisors
Arizona
$22.5M +$1.25M +11,949 +6%
EH
91
Equitable Holdings
New York
$22.4M +$3.34M +31,833 +18%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$21.8M -$1.98M -18,917 -9%
FCA
93
FLC Capital Advisors
California
$21.8M +$2.21M +21,022 +12%
CWS
94
Cypress Wealth Services
California
$21.5M +$1.37M +13,010 +7%
WMS
95
Wealth Management Solutions
Pennsylvania
$20.7M +$20.2M +192,115 New
NFG
96
Next Financial Group
Texas
$20.6M +$7.17M +68,326 +56%
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$20.2M +$19.6M +187,060 New
SPIA
98
Steward Partners Investment Advisory
New York
$20M +$1.2M +11,437 +7%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$19.9M -$16.2M -154,070 -46%
WA
100
Wealth Alliance
New York
$18.9M +$2.97M +28,331 +19%