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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$10.6M -$364K -2,464 -3%
PMA
77
Prudent Man Advisors
Illinois
$10.6M -$424K -2,871 -4%
Two Sigma Investments
78
Two Sigma Investments
New York
$10.5M -$10.8M -72,800 -51%
NP
79
NorthRock Partners
Minnesota
$10.2M +$10.2M +68,699 New
KAS
80
Kestra Advisory Services
Texas
$10.2M -$887K -5,999 -8%
UCFA
81
United Capital Financial Advisors
Texas
$9.89M +$879K +5,943 +10%
WANY
82
Wealthspire Advisors (New York)
New York
$9.87M +$44.1K +298 +0.5%
WA
83
Wealth Architects
California
$9.81M +$1.03M +6,936 +12%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$9.73M
SB
85
Strategic Blueprint
Georgia
$9.72M -$69.9K -473 -0.7%
Fisher Asset Management
86
Fisher Asset Management
Washington
$9.59M -$1.1M -7,443 -10%
CLGM
87
Capitolis Liquid Global Markets
New York
$9.46M -$44.4M -300,500 -83%
TC
88
Trilogy Capital
California
$9.38M -$333K -2,250 -3%
EWM
89
Empirical Wealth Management
Washington
$9.31M -$207K -1,403 -2%
KFAA
90
Klaas Financial Asset Advisors
Illinois
$9.12M -$677K -4,579 -7%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$9.02M +$1.3M +8,791 +17%
FWCM
92
Ferguson Wellman Capital Management
Oregon
$8.98M +$409K +2,763 +5%
AWM
93
Axxcess Wealth Management
California
$8.65M +$6.5M +43,935 +311%
CWS
94
Cypress Wealth Services
California
$8.63M -$83.5K -565 -1%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$8.61M +$96.7K +654 +1%
MWM
96
Modera Wealth Management
New Jersey
$8.52M +$24.7K +167 +0.3%
SA
97
Sanctuary Advisors
Indiana
$8.34M -$246K -1,667 -3%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$8.24M -$1.14M -7,743 -12%
RIS
99
Retirement Income Solutions
Michigan
$8.09M +$777K +5,256 +11%
ASN
100
Advisory Services Network
Georgia
$8.07M +$197K +1,333 +3%