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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPAS
126
Spectrum Planning & Advisory Services
California
$13.5M +$1.75M +17,474 +15%
AF
127
Advisornet Financial
Minnesota
$13.3M +$786K +7,849 +6%
WF
128
Williams Financial
Vermont
$13.3M +$1.24M +12,401 +10%
RIA
129
Regal Investment Advisors
Michigan
$13.2M +$403K +4,020 +3%
CA
130
Cetera Advisors
Colorado
$13.1M +$971K +9,697 +8%
KWS
131
Keystone Wealth Services
California
$12.4M -$1.04M -10,353 -8%
TF
132
TIAA FSB
Florida
$12M +$11.9M +118,661 New
SCA
133
STALEY CAPITAL ADVISERS
Pennsylvania
$12M +$801K +8,000 +7%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$11.7M -$6.83M -68,186 -37%
TF
135
Trek Financial
Arizona
$11.7M -$1.31M -13,120 -10%
ASN
136
Advisory Services Network
Georgia
$11.3M +$61.9K +618 +0.6%
CSWG
137
Cardinal Strategic Wealth Guidance
Kentucky
$11.1M +$1.13M +11,291 +11%
SAMC
138
Spectrum Asset Management (California)
California
$11M -$982K -9,800 -8%
PWMG
139
Provence Wealth Management Group
California
$11M +$2.62M +26,131 +32%
TWM
140
Tradition Wealth Management
Minnesota
$10.9M +$538K +5,375 +5%
PFG
141
Pacific Financial Group
Washington
$10.8M -$296K -2,959 -3%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$10.6M +$2.4M +23,993 +30%
4WM
143
4J Wealth Management
Virginia
$10.4M +$311K +3,101 +3%
KWM
144
Keebeck Wealth Management
Illinois
$10.1M +$1.8M +17,952 +22%
NL
145
NWAM LLC
Washington
$10.1M -$1.85M -18,478 -16%
SA
146
Scarborough Advisors
Maryland
$9.96M +$509K +5,086 +5%
MWM
147
Maripau Wealth Management
Indiana
$9.73M +$2.16M +21,611 +27%
TCA
148
Transcend Capital Advisors
New Jersey
$9.68M +$944K +9,429 +11%
WMS
149
Wealth Management Solutions
Pennsylvania
$9.52M -$9.84M -98,212 -51%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$9.45M +$620K +6,194 +7%