We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
126
High Falls Advisors
New York
$818K +$968K +14,229 New
MWM
127
MBE Wealth Management
Wisconsin
$815K +$965K +14,176 New
EWA
128
EP Wealth Advisors
California
$814K +$964K +14,162 New
RW
129
REDW Wealth
New Mexico
$752K +$670K +9,840 +304%
Creative Planning
130
Creative Planning
Kansas
$744K +$881K +12,941 New
PAG
131
Private Advisor Group
New Jersey
$696K +$824K +12,102 New
HHGA
132
Halbert Hargrove Global Advisors
California
$686K -$1.29M -19,022 -61%
FA
133
FCG Advisors
New Jersey
$686K +$179K +2,627 +28%
RJT
134
Raymond James Trust
Florida
$676K +$800K +11,762 New
WLIM
135
White Lighthouse Investment Management
Massachusetts
$637K +$754K +11,085 New
BC
136
Brinker Capital
Pennsylvania
$633K -$2.04K -30 -0.3%
NAM
137
North American Management
Massachusetts
$621K +$2.04K +30 +0.3%
ACA
138
Affinity Capital Advisors
California
$612K +$649K +9,543 New
FCA
139
FinTrust Capital Advisors
South Carolina
$599K +$709K +10,421 New
PA
140
Parallel Advisors
California
$571K -$247K -3,633 -27%
MMA
141
Miracle Mile Advisors
California
$569K +$60.2K +884 +10%
TFO
142
Tarbox Family Office
California
$569K +$347K +5,100 +106%
SWP
143
Stratos Wealth Partners
Ohio
$568K +$391K +5,740 +139%
SP
144
Successful Portfolios
Florida
$549K +$650K +9,558 New
RFN
145
RDA Financial Network
Iowa
$541K +$136K +1,992 +27%
PCG
146
Private Capital Group
Connecticut
$540K +$640K +9,397 New
CRWM
147
Castle Rock Wealth Management
California
$519K +$549K +8,074 New
OFG
148
OmniStar Financial Group
North Carolina
$519K +$615K +9,033 New
CIAS
149
Capital Investment Advisory Services
North Carolina
$506K +$599K +8,796 New
IFAM
150
Institutional & Family Asset Management
Colorado
$484K -$41.7K -613 -7%