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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthShield Partners
North Carolina
$18.8M +$798K +7,608 +5%
RA
102
RFG Advisory
Alabama
$18.6M -$1.95M -18,630 -10%
SEI Investments
103
SEI Investments
Pennsylvania
$18.2M +$1.99M +18,979 +13%
PWM
104
Perigon Wealth Management
California
$18.1M +$1.41M +13,456 +9%
FT
105
Fiduciary Trust
Massachusetts
$17.4M +$1.33M +12,673 +9%
HPWM
106
Highland Private Wealth Management
Washington
$17.2M +$4.31M +41,048 +35%
SCA
107
Snowden Capital Advisors
New York
$16.8M +$1.06M +10,120 +7%
DE
108
Day & Ennis
Georgia
$16.7M +$1.89M +17,993 +13%
I
109
INVST
Indiana
$16.6M +$1.65M +15,731 +10%
Citigroup
110
Citigroup
New York
$16.3M +$6.55M +62,435 +70%
EFG
111
Erickson Financial Group
Pennsylvania
$16.3M +$15.8M +151,030 New
SXL
112
Summit X LLC
Missouri
$16.2M +$195K +1,860 +1%
VHAM
113
Van Hulzen Asset Management
California
$16M +$241K +2,300 +2%
RCS
114
Retirement Capital Strategies
California
$15.8M +$425K +4,049 +3%
SWA
115
Stratos Wealth Advisors
Ohio
$15.5M +$3.01M +28,654 +25%
BHWM
116
Bay Harbor Wealth Management
Maryland
$15.3M +$1.23M +11,713 +8%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$14.9M +$8.91M +84,868 +160%
AAS
118
Avantax Advisory Services
Texas
$14.9M +$2.13M +20,274 +17%
BFA
119
BMS Financial Advisors
South Dakota
$14.8M +$14.4M +136,938 New
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
$14.6M -$9.95M -94,800 -41%
PG
121
Prostatis Group
Maryland
$14.5M +$783K +7,465 +6%
NCM
122
Northwest Capital Management
Oregon
$14.4M +$10.4M +98,857 +227%
KWS
123
Keystone Wealth Services
California
$14.4M +$14M +133,027 New
CWG
124
Crown Wealth Group
North Carolina
$13.9M +$13.5M +128,876 New
TF
125
Trek Financial
Arizona
$13.9M +$268K +2,551 +2%