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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
126
Halbert Hargrove Global Advisors
California
$5.95M -$231K -1,781 -4%
WA
127
Wealth Architects
California
$5.92M +$13.7K +106 +0.2%
TC
128
Trilogy Capital
California
$5.84M -$236K -1,824 -4%
SWG
129
Summit Wealth Group
Vermont
$5.74M -$25.5K -197 -0.4%
RF
130
RHS Financial
California
$5.68M +$650K +5,014 +13%
PWM
131
Perigon Wealth Management
California
$5.64M +$243K +1,874 +5%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$5.55M -$222K -1,716 -4%
ACA
133
Aptus Capital Advisors
Alabama
$5.55M +$357K +2,756 +7%
IC
134
IEQ Capital
California
$5.45M -$700K -5,400 -11%
VFA
135
Valeo Financial Advisors
Indiana
$5.37M -$2.46K -19 -0%
EWP
136
Elevation Wealth Partners
California
$5.31M +$1.36M +10,502 +34%
MCWS
137
McKinley Carter Wealth Services
West Virginia
$5.3M -$51.7K -399 -1%
HPFG
138
Hart & Patterson Financial Group
Massachusetts
$5.28M -$356K -2,750 -6%
LRWA
139
Long Run Wealth Advisors
New York
$5.11M -$320K -2,468 -6%
SWP
140
Stratos Wealth Partners
Ohio
$4.83M -$139K -1,074 -3%
PAG
141
Private Advisor Group
New Jersey
$4.83M -$280K -2,162 -5%
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$4.56M +$10.4K +80 +0.2%
KWS
143
Keystone Wealth Services
California
$4.48M -$289K -2,229 -6%
ST
144
Spinnaker Trust
Maine
$4.46M -$97.7K -754 -2%
IAN
145
Integrated Advisors Network
Texas
$4.37M -$64.8K -500 -1%
IA
146
Integrity Alliance
Iowa
$4.31M +$4.33M +33,435 New
PWA
147
Physician Wealth Advisors
Utah
$4.26M -$94.8K -732 -2%
NPT
148
National Philanthropic Trust
Pennsylvania
$4.08M
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.05M
WWM
150
WT Wealth Management
Arizona
$4M -$389 -3 -0%