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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
101
Raymond James & Associates
Florida
$14.7M +$6.59M +65,038 +77%
FT
102
Fiduciary Trust
Massachusetts
$14.6M +$1.02M +10,072 +7%
SXL
103
Summit X LLC
Missouri
$14.6M +$2.02M +19,900 +16%
WA
104
Wealth Alliance
New York
$14.5M +$5.41M +53,378 +57%
VHAM
105
Van Hulzen Asset Management
California
$14.4M +$1.23M +12,134 +9%
SCA
106
Snowden Capital Advisors
New York
$14.4M +$1M +9,888 +7%
RCS
107
Retirement Capital Strategies
California
$14M +$13.4M +132,213 +1,293%
BHWM
108
Bay Harbor Wealth Management
Maryland
$13.9M +$2.2M +21,705 +18%
DE
109
Day & Ennis
Georgia
$13.5M +$860K +8,489 +7%
TAIM
110
TD Ameritrade Investment Management
Nebraska
$13.4M -$11.8M -116,772 -40%
PG
111
Prostatis Group
Maryland
$12.5M +$1.21M +11,899 +10%
TF
112
Trek Financial
Arizona
$12.4M +$3.3M +32,548 +35%
NFG
113
Next Financial Group
Texas
$12.1M +$2.08M +20,544 +20%
AF
114
Advisornet Financial
Minnesota
$11.8M +$1.2M +11,832 +11%
HPWM
115
Highland Private Wealth Management
Washington
$11.6M +$1.19M +11,711 +11%
AAS
116
Avantax Advisory Services
Texas
$11.6M +$3.56M +35,085 +43%
Allianz Asset Management
117
Allianz Asset Management
Germany
$11.4M -$2.03M -20,000 -15%
SWA
118
Stratos Wealth Advisors
Ohio
$11.3M +$1.07M +10,529 +10%
SAMC
119
Spectrum Asset Management (California)
California
$11.1M +$5.09M +50,203 +80%
SPAS
120
Spectrum Planning & Advisory Services
California
$11M +$189K +1,864 +2%
NAG
121
Northstar Advisory Group
New Jersey
$11M +$11.3M +111,694 New
RIA
122
Regal Investment Advisors
Michigan
$11M +$1.81M +17,823 +19%
CA
123
Cetera Advisors
Colorado
$11M +$1.3M +12,876 +13%
NL
124
NWAM LLC
Washington
$10.9M +$62K +612 +0.6%
CWA
125
Clearview Wealth Advisors
Oregon
$10.9M +$259K +2,558 +2%