We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$6.31M +$794K +8,937 +15%
VWM
127
Venturi Wealth Management
Texas
$6.28M -$128K -1,445 -2%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$6.14M -$536K -6,032 -8%
AAS
129
Avantax Advisory Services
Texas
$6.08M +$2.94M +33,093 +98%
KWM
130
Keebeck Wealth Management
Illinois
$6.06M +$2.15M +24,198 +57%
SWA
131
Stratos Wealth Advisors
Ohio
$6.05M +$318K +3,574 +6%
WWP
132
Waypoint Wealth Partners
California
$6.03M
BEC
133
Blue Edge Capital
Virginia
$6.02M +$912K +10,261 +18%
PAMG
134
Patton Albertson Miller Group
Tennessee
$5.75M +$537K +6,046 +11%
MYIA
135
Mount Yale Investment Advisors
Colorado
$5.61M -$53.2K -598 -1%
PO
136
Private Ocean
California
$5.53M +$207K +2,324 +4%
CF
137
Centaurus Financial
California
$5.48M -$425K -4,779 -7%
CAS
138
Cascadia Advisory Services
Oregon
$5.32M +$5.21M +58,563 New
SAMC
139
Spectrum Asset Management (California)
California
$5.31M +$890K +10,016 +21%
FHA
140
First Horizon Advisors
Tennessee
$5.3M +$4.36M +49,082 +528%
WI
141
Wintrust Investments
Illinois
$5.2M +$5.09M +57,216 New
SWM
142
SigFig Wealth Management
California
$5.11M +$1.28M +14,418 +34%
MBT
143
Montecito Bank & Trust
California
$5.09M +$1.89M +21,300 +61%
CAM
144
Concorde Asset Management
Michigan
$5.01M -$6.72M -75,543 -58%
GCA
145
Greenwood Capital Associates
South Carolina
$5M +$546K +6,144 +13%
SPC
146
Sigma Planning Corp
Michigan
$4.94M +$183K +2,063 +4%
MAFM
147
Mid Atlantic Financial Management
Pennsylvania
$4.91M -$393K -4,421 -8%
PL
148
Plancorp LLC
Missouri
$4.89M +$4.79M +53,870 New
BWP
149
Bernardo Wealth Planning
Pennsylvania
$4.85M +$114K +1,283 +2%
TA
150
Tiedemann Advisors
New York
$4.7M -$186K -2,095 -4%