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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMS
126
Wealth Management Solutions
Pennsylvania
$11.6M -$85.6K -1,003 -0.7%
MFA
127
Mayflower Financial Advisors
Massachusetts
$11.6M +$2.41M +28,301 +22%
HI
128
Harbour Investments
Wisconsin
$11.6M -$1.24M -14,509 -10%
FHA
129
First Horizon Advisors
Tennessee
$11.5M +$1.28M +15,026 +12%
RIA
130
Regal Investment Advisors
Michigan
$11.1M -$931K -10,918 -8%
HPM
131
Hoxton Planning & Management
West Virginia
$11.1M +$11.2M +131,233 New
ASN
132
Advisory Services Network
Georgia
$10.7M -$248K -2,907 -2%
EFG
133
Erickson Financial Group
Pennsylvania
$10.6M -$3.16M -37,045 -23%
MWM
134
Mission Wealth Management
California
$10.5M +$6.89M +80,780 +186%
T
135
TCWP
Ohio
$10.5M -$2.79M -32,662 -21%
JIC
136
Joel Isaacson & Co
New York
$10.4M +$2.69M +31,547 +34%
CG
137
Clifford Group
Massachusetts
$10.2M +$10.2M +120,012 New
KWS
138
Keystone Wealth Services
California
$10.1M -$976K -11,444 -9%
AC
139
Apella Capital
Connecticut
$9.88M +$1.62M +18,988 +19%
FWP
140
Firethorn Wealth Partners
Georgia
$9.84M -$1.36M -15,969 -12%
WAS
141
Wealth Advisory Solutions
Indiana
$9.81M – – –
FRA
142
FFG Retirement Advisors
Colorado
$9.69M +$9.76M +114,350 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$9.62M +$635K +7,446 +7%
FFA
144
Farther Finance Advisors
California
$9.58M +$9.64M +113,035 New
OAP
145
One Advisory Partners
Kansas
$9.56M -$850K -9,961 -8%
MCIA
146
Mountain Capital Investment Advisors
Colorado
$9.54M -$197K -2,309 -2%
SHGA
147
Sand Hill Global Advisors
California
$9.06M -$90.3K -1,059 -1%
SPAS
148
Spectrum Planning & Advisory Services
California
$8.98M -$2.52M -29,586 -22%
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
$8.92M -$236K -2,763 -3%
PWMG
150
Provence Wealth Management Group
California
$8.68M -$1.63M -19,146 -16%