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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$9.82M +$2.61M +29,370 +40%
AF
102
Advisornet Financial
Minnesota
$9.76M -$1.49M -16,741 -13%
FWP
103
Firethorn Wealth Partners
Georgia
$9.7M -$1.27M -14,286 -12%
MCIA
104
Mountain Capital Investment Advisors
Colorado
$9.63M +$429K +4,829 +5%
SPAS
105
Spectrum Planning & Advisory Services
California
$9.26M -$655K -7,366 -7%
FLPIM
106
F.L. Putnam Investment Management
Massachusetts
$9.12M -$396K -4,459 -4%
T
107
TRUADVICE
Florida
$8.94M -$4.65M -52,315 -36%
PWM
108
Perigon Wealth Management
California
$8.92M +$3.36M +37,812 +63%
WF
109
Williams Financial
Vermont
$8.8M -$451K -5,079 -5%
NFG
110
Next Financial Group
Texas
$8.76M +$466K +5,247 +6%
MSWMA
111
Market Street Wealth Management Advisors
Indiana
$8.5M +$8.32M +93,553 New
CA
112
Cetera Advisors
Colorado
$8.45M +$588K +6,612 +8%
PG
113
Prostatis Group
Maryland
$8.43M +$8.24M +92,737 New
4WM
114
4J Wealth Management
Virginia
$8.34M +$19.9K +224 +0.2%
HPWM
115
Highland Private Wealth Management
Washington
$8.32M +$677K +7,616 +9%
TWM
116
Tradition Wealth Management
Minnesota
$8.17M +$277K +3,121 +4%
PAG
117
Private Advisor Group
New Jersey
$7.9M +$3.48M +39,143 +82%
TF
118
Trek Financial
Arizona
$7.9M -$491K -5,528 -6%
RJA
119
Raymond James & Associates
Florida
$7.58M -$397K -4,469 -5%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$7.11M -$140K -1,574 -2%
MA
121
Mutual Advisors
Nebraska
$6.99M +$1.23M +13,856 +22%
CSWG
122
Cardinal Strategic Wealth Guidance
Kentucky
$6.79M +$6.64M +74,731 New
GWM
123
GSB Wealth Management
Connecticut
$6.57M +$6.43M +72,292 New
SEI Investments
124
SEI Investments
Pennsylvania
$6.45M
TCA
125
Transcend Capital Advisors
New Jersey
$6.33M +$6.2M +69,709 New