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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
126
Trek Financial
Arizona
$13.9M +$268K +2,551 +2%
RIA
127
Regal Investment Advisors
Michigan
$13.6M +$1.49M +14,164 +13%
PAG
128
Private Advisor Group
New Jersey
$13.6M -$8.46M -80,618 -39%
AR
129
Apeiron RIA
Texas
$13.5M +$13.1M +125,052 New
AF
130
Advisornet Financial
Minnesota
$13.3M +$427K +4,066 +3%
FWP
131
Firethorn Wealth Partners
Georgia
$13.1M +$12.7M +121,269 New
CA
132
Cetera Advisors
Colorado
$12.9M +$856K +8,162 +7%
I
133
IMPACTfolio
Colorado
$12.9M +$12.5M +119,522 New
HI
134
Harbour Investments
Wisconsin
$12.9M -$4.11M -39,179 -25%
WF
135
Williams Financial
Vermont
$12.8M +$1.19M +11,369 +11%
SAMC
136
Spectrum Asset Management (California)
California
$12.7M +$568K +5,414 +5%
NL
137
NWAM LLC
Washington
$12.7M +$741K +7,065 +6%
CFA
138
Cahill Financial Advisors
Minnesota
$12.6M +$4.07M +38,822 +50%
Allianz Asset Management
139
Allianz Asset Management
Germany
$12.5M
SWM
140
SigFig Wealth Management
California
$12.5M +$2.19M +20,892 +21%
SPAS
141
Spectrum Planning & Advisory Services
California
$12.5M +$421K +4,008 +4%
Creative Planning
142
Creative Planning
Kansas
$12.3M +$973K +9,270 +9%
CWA
143
Clearview Wealth Advisors
Oregon
$12.2M +$292K +2,784 +3%
ASN
144
Advisory Services Network
Georgia
$12M +$1.08M +10,252 +10%
SCA
145
STALEY CAPITAL ADVISERS
Pennsylvania
$11.9M
PFG
146
Pacific Financial Group
Washington
$11.7M +$11.2M +106,559 +3,212%
FHA
147
First Horizon Advisors
Tennessee
$11.5M +$1.51M +14,376 +16%
TWM
148
Tradition Wealth Management
Minnesota
$11M +$126K +1,198 +1%
OPS
149
Orion Portfolio Solutions
Nebraska
$10.8M +$1.67M +15,924 +19%
4WM
150
4J Wealth Management
Virginia
$10.7M -$118K -1,124 -1%