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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$1.49M +$1.51M +22,131 +585%
CA
102
Cetera Advisors
Colorado
$1.39M +$1.64M +24,154 New
Baird Financial Group
103
Baird Financial Group
Wisconsin
$1.39M +$1.64M +24,128 New
MIM
104
Macroview Investment Management
Maryland
$1.38M +$1.63M +23,997 New
PFM
105
Parsec Financial Management
North Carolina
$1.36M +$1.02M +15,022 +174%
HIM
106
Hanlon Investment Management
New Jersey
$1.35M +$1.59M +23,422 New
MAFM
107
Mid Atlantic Financial Management
Pennsylvania
$1.31M +$1.55M +22,837 New
ASN
108
Advisory Services Network
Georgia
$1.24M +$1.45M +21,362 +10,472%
FWCM
109
Ferguson Wellman Capital Management
Oregon
$1.23M +$135K +1,990 +10%
WP
110
WealthPLAN Partners
Nebraska
$1.22M +$971K +14,272 +298%
PGAM
111
Princeton Global Asset Management
New Jersey
$1.22M +$1.44M +21,200 New
SEI Investments
112
SEI Investments
Pennsylvania
$1.15M +$1.36M +20,054 New
JIC
113
Joel Isaacson & Co
New York
$1.15M +$1.36M +19,950 New
FT
114
Fiduciary Trust
Massachusetts
$1.14M +$169K +2,484 +14%
MYIA
115
Mount Yale Investment Advisors
Colorado
$1.1M +$636K +9,350 +95%
NA
116
Nottingham Advisors
New York
$1.01M -$1.15M -16,939 -49%
APW
117
Austin Private Wealth
Texas
$939K +$1.11M +16,327 New
MIAN
118
Mariner Independent Advisor Network
Kansas
$926K +$1.11M +16,239 New
BBA
119
Braun-Bostich & Associates
Pennsylvania
$857K +$1.04M +15,218 +4,476%
PPP
120
Private Portfolio Partners
New Jersey
$842K +$997K +14,645 New
LFA
121
Legacy Financial Advisors
Kentucky
$841K -$68.5K -1,007 -7%
VCM
122
Vision Capital Management
Oregon
$839K +$443K +6,507 +80%
BAM
123
Belpointe Asset Management
Nevada
$839K +$993K +14,591 New
SIAS
124
Shine Investment Advisory Services
Colorado
$829K +$224K +3,297 +30%
SPC
125
Sigma Planning Corp
Michigan
$823K +$974K +14,316 New