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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
101
Mountain Capital Investment Advisors
Colorado
$8.44M +$741K +9,125 +10%
TF
102
Trek Financial
Arizona
$7.95M +$2.13M +26,178 +40%
4WM
103
4J Wealth Management
Virginia
$7.88M +$7.44M +91,572 New
NFG
104
Next Financial Group
Texas
$7.84M +$3.83M +47,178 +107%
NL
105
NWAM LLC
Washington
$7.76M +$7.32M +90,195 New
RIA
106
Regal Investment Advisors
Michigan
$7.58M +$7.15M +88,058 New
RJA
107
Raymond James & Associates
Florida
$7.56M +$4.51M +55,533 +172%
RCA
108
Rowland Carmichael Advisors
Arizona
$7.49M +$402K +4,949 +6%
TWM
109
Tradition Wealth Management
Minnesota
$7.47M +$7.05M +86,811 New
CA
110
Cetera Advisors
Colorado
$7.43M +$2.08M +25,642 +42%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$7.41M +$5.61M +69,040 +405%
HPWM
112
Highland Private Wealth Management
Washington
$7.22M +$299K +3,680 +5%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$6.86M +$393K +4,834 +6%
CC
114
Copperleaf Capital
North Carolina
$6.74M +$3.28M +40,365 +106%
SEI Investments
115
SEI Investments
Pennsylvania
$6.45M +$1.44M +17,792 +31%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$6.33M +$1.95M +24,002 +48%
SFS
117
Sowell Financial Services
Arkansas
$6.29M -$515K -6,342 -8%
VWM
118
Venturi Wealth Management
Texas
$6.07M +$1.8M +22,196 +46%
WWP
119
Waypoint Wealth Partners
California
$5.71M +$5.39M +66,368 New
CF
120
Centaurus Financial
California
$5.6M +$1.1M +13,568 +26%
MA
121
Mutual Advisors
Nebraska
$5.43M +$1.56M +19,241 +44%
SWA
122
Stratos Wealth Advisors
Ohio
$5.42M +$2.55M +31,366 +99%
MYIA
123
Mount Yale Investment Advisors
Colorado
$5.37M +$1.52M +18,773 +43%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$5.27M +$2.63M +32,434 +113%
PAMG
125
Patton Albertson Miller Group
Tennessee
$5.21M +$1.41M +17,347 +43%