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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Empirical Wealth Management
Washington
$7.3M -$38.2K -333 -0.5%
AWS
102
Atria Wealth Solutions
New York
$7.23M -$3.8M -33,069 -35%
CIAS
103
CFS Investment Advisory Services
New Jersey
$7.16M -$583K -5,078 -8%
AAS
104
Avantax Advisory Services
Texas
$7M -$1.92M -16,737 -22%
Stifel Financial
105
Stifel Financial
Missouri
$6.99M -$3.55M -30,897 -35%
MWM
106
Modera Wealth Management
New Jersey
$6.94M -$535K -4,656 -7%
KFAA
107
Klaas Financial Asset Advisors
Illinois
$6.77M +$1.09M +9,526 +20%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$6.74M +$982K +8,546 +18%
GIA
109
Goodwin Investment Advisory
Georgia
$6.7M +$765K +6,662 +13%
Cerity Partners
110
Cerity Partners
New York
$6.69M -$18.3K -159 -0.3%
DAS
111
Dynamic Advisor Solutions
Arizona
$6.61M -$622K -5,414 -9%
PA
112
Parallel Advisors
California
$6.53M +$1.37M +11,957 +28%
MA
113
Mutual Advisors
Nebraska
$6.46M +$521K +4,540 +9%
ASN
114
Advisory Services Network
Georgia
$6.41M -$1.3M -11,289 -17%
SA
115
Sanctuary Advisors
Indiana
$6.35M +$6.53M +56,877 New
LSAG
116
Lake Street Advisors Group
New Hampshire
$6.35M +$28.6K +249 +0.5%
HHGA
117
Halbert Hargrove Global Advisors
California
$6.3M -$68.9K -600 -1%
T
118
TNF
Montana
$6.29M -$2.78M -24,163 -31%
FWI
119
Facet Wealth Inc
Maryland
$6.13M -$343K -2,984 -5%
BCI
120
Brinker Capital Investments
Pennsylvania
$6.03M +$1.88M +16,397 +30%
OPS
121
Orion Portfolio Solutions
Nebraska
$6.03M +$1.88M +16,397 +30%
MW
122
Maia Wealth
Colorado
$5.96M +$5.56M +48,420 New
FFA
123
Farther Finance Advisors
California
$5.85M -$1.43M -12,437 -20%
RIS
124
Retirement Income Solutions
Michigan
$5.84M +$4M +34,857 +247%
MPW
125
MA Private Wealth
California
$5.8M -$265K -2,306 -5%