We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
101
Focus Financial Network
Minnesota
$19.2M +$18.3M +182,915 +2,776%
PWM
102
Perigon Wealth Management
California
$18.8M +$1.79M +17,830 +11%
VHAM
103
Van Hulzen Asset Management
California
$18.7M +$3.61M +36,081 +24%
WP
104
WealthShield Partners
North Carolina
$18.5M +$873K +8,712 +5%
HPWM
105
Highland Private Wealth Management
Washington
$18.1M +$1.95M +19,426 +12%
SEI Investments
106
SEI Investments
Pennsylvania
$18.1M +$979K +9,778 +6%
Creative Planning
107
Creative Planning
Kansas
$17.5M +$5.91M +59,035 +52%
AAS
108
Avantax Advisory Services
Texas
$17.2M +$3.22M +32,163 +23%
DE
109
Day & Ennis
Georgia
$17.2M +$1.46M +14,624 +9%
EFG
110
Erickson Financial Group
Pennsylvania
$16.7M +$1.35M +13,437 +9%
I
111
INVST
Indiana
$16.4M +$1.04M +10,358 +6%
SWP
112
Stratos Wealth Partners
Ohio
$16.4M +$14.3M +143,255 +787%
I
113
IMPACTfolio
Colorado
$16.1M +$3.96M +39,556 +33%
SWA
114
Stratos Wealth Advisors
Ohio
$15.8M +$1.25M +12,515 +9%
BHWM
115
Bay Harbor Wealth Management
Maryland
$15.8M +$332K +3,313 +2%
PAG
116
Private Advisor Group
New Jersey
$15.6M +$2.8M +27,975 +22%
OPS
117
Orion Portfolio Solutions
Nebraska
$15.3M +$5.18M +51,722 +52%
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
$15.2M +$14.8M +147,440 New
NCM
119
Northwest Capital Management
Oregon
$15.2M +$719K +7,183 +5%
CWA
120
Clearview Wealth Advisors
Oregon
$14.7M +$3.17M +31,671 +28%
CWG
121
Crown Wealth Group
North Carolina
$14.6M +$1.51M +15,062 +12%
SCA
122
Snowden Capital Advisors
New York
$14.3M -$1.48M -14,743 -9%
SWM
123
SigFig Wealth Management
California
$13.7M +$2M +19,971 +17%
BFA
124
BMS Financial Advisors
South Dakota
$13.7M -$204K -2,035 -1%
FWP
125
Firethorn Wealth Partners
Georgia
$13.6M +$1.3M +12,943 +11%