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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$5.79M +$25.3K +220 +0.5%
FWCM
127
Ferguson Wellman Capital Management
Oregon
$5.65M -$7.81K -68 -0.1%
WWP
128
Waypoint Wealth Partners
California
$5.61M
PWM
129
Perigon Wealth Management
California
$5.57M +$336K +2,929 +7%
TC
130
Trilogy Capital
California
$5.52M -$127K -1,105 -2%
IFWM
131
Institute for Wealth Management
Colorado
$5.33M +$98.8K +860 +2%
HPFG
132
Hart & Patterson Financial Group
Massachusetts
$5.26M -$364K -3,165 -7%
WA
133
Wealth Architects
California
$5.26M +$1.69M +14,671 +50%
SWG
134
Summit Wealth Group
Vermont
$5.26M -$198K -1,722 -4%
RF
135
RHS Financial
California
$5.23M -$67.8K -590 -1%
PAG
136
Private Advisor Group
New Jersey
$5.19M -$1.4M -12,192 -22%
LRWA
137
Long Run Wealth Advisors
New York
$5.08M -$1.09M -9,533 -18%
RA
138
RFG Advisory
Alabama
$5.05M +$603K +5,246 +14%
ACA
139
Aptus Capital Advisors
Alabama
$4.93M -$46.6K -406 -1%
MCWS
140
McKinley Carter Wealth Services
West Virginia
$4.91M -$125K -1,090 -3%
KWS
141
Keystone Wealth Services
California
$4.72M -$107K -929 -2%
SWP
142
Stratos Wealth Partners
Ohio
$4.6M -$52.9K -461 -1%
BWL
143
Bogart Wealth LLC
Virginia
$4.6M +$559K +4,867 +14%
Prudential Financial
144
Prudential Financial
New Jersey
$4.59M -$2.92M -25,384 -40%
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$4.52M +$603K +5,254 +16%
VFA
146
Valeo Financial Advisors
Indiana
$4.46M -$47.2K -411 -1%
Franklin Resources
147
Franklin Resources
California
$4.39M -$2.65M -23,061 -39%
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$4.21M +$689 +6 +0%
IAN
149
Integrated Advisors Network
Texas
$4.2M +$51.1K +445 +1%
MBT
150
Montecito Bank & Trust
California
$4.19M -$783K -6,818 -16%