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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$4.35M +$1.99M +26,460 +86%
TA
102
Tiedemann Advisors
New York
$4.28M -$10M -133,128 -70%
BEC
103
Blue Edge Capital
Virginia
$4.13M +$13.3K +176 +0.3%
CF
104
Centaurus Financial
California
$3.93M +$3.88M +51,536 New
PO
105
Private Ocean
California
$3.92M -$209K -2,770 -5%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$3.78M +$388K +5,149 +12%
BWP
107
Bernardo Wealth Planning
Pennsylvania
$3.74M +$38K +505 +1%
VWM
108
Venturi Wealth Management
Texas
$3.68M -$963K -12,779 -21%
CCFM
109
Clear Creek Financial Management
Washington
$3.46M +$1.82M +24,220 +114%
GCA
110
Greenwood Capital Associates
South Carolina
$3.43M -$74.5K -989 -2%
NFG
111
Next Financial Group
Texas
$3.35M +$334K +4,439 +11%
MA
112
Mutual Advisors
Nebraska
$3.34M +$544K +7,226 +20%
ASN
113
Advisory Services Network
Georgia
$3.33M +$212K +2,820 +7%
MYIA
114
Mount Yale Investment Advisors
Colorado
$3.32M +$95.4K +1,266 +3%
BAM
115
Belpointe Asset Management
Nevada
$3.3M -$128K -1,705 -4%
SPC
116
Sigma Planning Corp
Michigan
$3.22M -$273K -3,631 -8%
LNC
117
Lincoln National Corp
Pennsylvania
$3.22M +$3.18M +42,256 New
MIM
118
Macroview Investment Management
Maryland
$3.19M -$187K -2,478 -6%
IWC
119
Integrated Wealth Concepts
Massachusetts
$3.17M +$7.16K +95 +0.2%
CWM
120
Cornerstone Wealth Management
Missouri
$3.13M -$1.13M -15,032 -27%
PAMG
121
Patton Albertson Miller Group
Tennessee
$3.04M +$579K +7,689 +24%
RCS
122
Retirement Capital Strategies
California
$3M +$208K +2,757 +7%
CC
123
Copperleaf Capital
North Carolina
$2.9M +$397K +5,269 +16%
AAS
124
Avantax Advisory Services
Texas
$2.76M +$2.51M +33,259 +1,162%
MBT
125
Montecito Bank & Trust
California
$2.69M -$136K -1,806 -5%