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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
126
TRUE Private Wealth Advisors
Oregon
$2.65M -$817K -10,852 -24%
HHGA
127
Halbert Hargrove Global Advisors
California
$2.6M +$1.26M +16,693 +96%
RJA
128
Raymond James & Associates
Florida
$2.46M +$571K +7,578 +31%
SWA
129
Stratos Wealth Advisors
Ohio
$2.41M +$819K +10,868 +52%
PIA
130
Perennial Investment Advisors
California
$2.21M +$255K +3,386 +13%
RFN
131
RDA Financial Network
Iowa
$2.2M -$603 -8 -0%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$2.19M +$2.17M +28,777 New
PPP
133
Private Portfolio Partners
New Jersey
$2.15M +$206K +2,733 +11%
JIC
134
Joel Isaacson & Co
New York
$2.14M +$196K +2,603 +10%
William Blair & Company
135
William Blair & Company
Illinois
$2.11M +$2.09M +27,722 +277,220%
IA
136
IFP Advisors
Florida
$2.09M +$539K +7,154 +35%
PPW
137
Parcion Private Wealth
Washington
$2.08M -$13.4K -178 -0.6%
SHGA
138
Sand Hill Global Advisors
California
$2.06M +$2.04M +27,095 New
PAG
139
Private Advisor Group
New Jersey
$2.04M +$505K +6,700 +31%
PCG
140
Private Capital Group
Connecticut
$1.98M +$36.1K +479 +2%
AWM
141
Alterna Wealth Management
Texas
$1.94M -$571K -7,580 -23%
PFM
142
Parsec Financial Management
North Carolina
$1.91M +$23.9K +317 +1%
PA
143
Parkside Advisors
California
$1.86M +$1.2M +15,891 +187%
NA
144
Nottingham Advisors
New York
$1.8M +$28.7K +381 +2%
AWE
145
Avidian Wealth Enterprises
Texas
$1.78M +$406K +5,386 +30%
MIAN
146
Mariner Independent Advisor Network
Kansas
$1.76M -$332K -4,403 -16%
A
147
AdvicePeriod
California
$1.73M +$1.71M +22,717 New
SWM
148
SigFig Wealth Management
California
$1.7M +$651K +8,640 +63%
WP
149
WealthPLAN Partners
Nebraska
$1.68M +$125K +1,655 +9%
FWCM
150
Ferguson Wellman Capital Management
Oregon
$1.67M +$187K +2,476 +13%