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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Keebeck Wealth Management
Illinois
$8.32M +$1.7M +17,807 +27%
RJA
127
Raymond James & Associates
Florida
$8.29M +$77.7K +812 +1%
AAS
128
Avantax Advisory Services
Texas
$8.11M +$1.49M +15,542 +23%
GWM
129
GSB Wealth Management
Connecticut
$8.04M +$899K +9,397 +13%
Citigroup
130
Citigroup
New York
$7.83M +$4.32M +45,191 +132%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$7.73M +$29.6K +309 +0.4%
B
132
Barings
North Carolina
$7.3M +$7.1M +74,185 New
Creative Planning
133
Creative Planning
Kansas
$7.17M +$2.81M +29,329 +67%
SWM
134
SigFig Wealth Management
California
$7.04M +$1.46M +15,232 +27%
PAMG
135
Patton Albertson Miller Group
Tennessee
$7.01M +$756K +7,907 +12%
FHA
136
First Horizon Advisors
Tennessee
$6.85M +$1.07M +11,163 +19%
WWP
137
Waypoint Wealth Partners
California
$6.53M -$7.94K -83 -0.1%
VWM
138
Venturi Wealth Management
Texas
$6.29M -$498K -5,208 -8%
SAMC
139
Spectrum Asset Management (California)
California
$6.14M +$376K +3,933 +7%
CF
140
Centaurus Financial
California
$6.04M +$92.6K +968 +2%
MAFM
141
Mid Atlantic Financial Management
Pennsylvania
$6.02M +$671K +7,019 +13%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$6.01M -$623K -6,509 -10%
MYIA
143
Mount Yale Investment Advisors
Colorado
$6.01M -$72.2K -755 -1%
FAIM
144
Financial Advocates Investment Management
Washington
$5.99M +$2.67M +27,892 +85%
BEC
145
Blue Edge Capital
Virginia
$5.97M -$535K -5,596 -8%
PO
146
Private Ocean
California
$5.94M -$49.6K -519 -0.9%
CAS
147
Cascadia Advisory Services
Oregon
$5.85M +$82.2K +859 +1%
MBT
148
Montecito Bank & Trust
California
$5.81M +$289K +3,024 +5%
BWP
149
Bernardo Wealth Planning
Pennsylvania
$5.81M +$536K +5,605 +10%
CAM
150
Concorde Asset Management
Michigan
$5.67M +$221K +2,307 +4%