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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
126
STALEY CAPITAL ADVISERS
Pennsylvania
$10.8M -$304K -3,000 -3%
MCIA
127
Mountain Capital Investment Advisors
Colorado
$10.7M +$143K +1,410 +1%
WF
128
Williams Financial
Vermont
$10.6M +$2.3M +22,714 +27%
Creative Planning
129
Creative Planning
Kansas
$10.3M +$3.24M +31,941 +44%
ASN
130
Advisory Services Network
Georgia
$9.95M +$1.44M +14,203 +16%
TWM
131
Tradition Wealth Management
Minnesota
$9.93M +$1.38M +13,647 +16%
4WM
132
4J Wealth Management
Virginia
$9.9M +$287K +2,832 +3%
SWM
133
SigFig Wealth Management
California
$9.63M +$2.67M +26,348 +37%
TCA
134
Transcend Capital Advisors
New Jersey
$9.16M +$8.87M +87,530 New
CSWG
135
Cardinal Strategic Wealth Guidance
Kentucky
$9.13M +$814K +8,036 +9%
FHA
136
First Horizon Advisors
Tennessee
$9.08M +$2.3M +22,717 +33%
Citigroup
137
Citigroup
New York
$8.77M +$964K +9,514 +12%
MA
138
Mutual Advisors
Nebraska
$8.41M -$7.12M -70,278 -45%
GWM
139
GSB Wealth Management
Connecticut
$8.4M +$365K +3,603 +4%
OPS
140
Orion Portfolio Solutions
Nebraska
$8.24M +$5.04M +49,694 +146%
FLPIM
141
F.L. Putnam Investment Management
Massachusetts
$8.16M -$634K -6,255 -7%
KWM
142
Keebeck Wealth Management
Illinois
$8.06M -$265K -2,616 -3%
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$7.84M +$119K +1,176 +1%
PAMG
144
Patton Albertson Miller Group
Tennessee
$7.84M +$851K +8,397 +12%
MYIA
145
Mount Yale Investment Advisors
Colorado
$7.83M +$1.87M +18,503 +30%
BEC
146
Blue Edge Capital
Virginia
$7.71M +$1.79M +17,667 +29%
CFA
147
Cahill Financial Advisors
Minnesota
$7.64M +$5.65M +55,730 +255%
PMA
148
Prudent Man Advisors
Illinois
$7.44M +$7.66M +75,570 New
Baird Financial Group
149
Baird Financial Group
Wisconsin
$7.4M +$1.43M +14,092 +23%
CC
150
Copperleaf Capital
North Carolina
$7.18M +$2.64M +26,063 +56%