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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
126
INVST
Indiana
$7.83M -$10.7M -120,780 -58%
SHIM
127
Stone House Investment Management
Pennsylvania
$7.79M -$15.1M -170,499 -66%
ASN
128
Advisory Services Network
Georgia
$7.78M -$3.58M -40,451 -32%
SS
129
Simplicity Solutions
Minnesota
$7.76M +$7.59M +85,789 New
VIA
130
Virtus Investment Advisers
Connecticut
$7.48M
PFG
131
PAX Financial Group
Texas
$7.44M -$16.8M -189,594 -70%
PMA
132
Prudent Man Advisors
Illinois
$7.31M -$375K -4,240 -5%
SL
133
SWMG LLC
Texas
$7.25M -$7.39M -83,563 -51%
SL
134
Sentinus LLC
Illinois
$7.23M -$6.1M -68,932 -46%
BEC
135
Blue Edge Capital
Virginia
$7.15M -$453K -5,123 -6%
MCIA
136
Mountain Capital Investment Advisors
Colorado
$7.15M -$2.8M -31,652 -29%
AR
137
Apeiron RIA
Texas
$7.14M -$8.37M -94,659 -55%
LNWWM
138
Laird Norton Wetherby Wealth Management
California
$7.1M -$399K -4,507 -5%
GIA
139
Goodwin Investment Advisory
Georgia
$7.08M -$87.7K -992 -1%
PO
140
Private Ocean
California
$7.02M -$506K -5,727 -7%
Bessemer Group
141
Bessemer Group
New Jersey
$7M +$2.56K +29 +0%
FFA
142
Farther Finance Advisors
California
$6.88M -$3.27M -36,990 -33%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$6.76M -$1.47M -16,663 -18%
MFA
144
Mayflower Financial Advisors
Massachusetts
$6.73M -$5.49M -62,038 -39%
PAG
145
Private Advisor Group
New Jersey
$6.72M -$5.24M -59,225 -44%
FLPIM
146
F.L. Putnam Investment Management
Massachusetts
$6.59M +$678K +7,671 +12%
LWM
147
Liberty Wealth Management
California
$6.5M +$6.35M +71,846 New
FHA
148
First Horizon Advisors
Tennessee
$6.44M -$5.72M -64,644 -48%
WF
149
Williams Financial
Vermont
$6.27M +$6.13M +69,278 New
FFN
150
Focus Financial Network
Minnesota
$6.23M -$8.95M -101,232 -60%