We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
126
Maia Wealth
Colorado
$4.95M -$446K -3,460 -8%
AWS
127
Atria Wealth Solutions
New York
$4.88M -$1.92M -14,870 -27%
AAS
128
Avantax Advisory Services
Texas
$4.88M -$1.78M -13,856 -26%
LRWA
129
Long Run Wealth Advisors
New York
$4.84M +$1.93K +15 +0%
PWM
130
Perigon Wealth Management
California
$4.81M -$494K -3,836 -9%
ST
131
Spinnaker Trust
Maine
$4.79M +$601K +4,667 +13%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$4.56M -$486K -3,774 -9%
GIA
133
Goodwin Investment Advisory
Georgia
$4.49M -$1.23M -9,533 -21%
AssetMark Inc
134
AssetMark Inc
California
$4.47M +$1.01M +7,878 +27%
SWP
135
Stratos Wealth Partners
Ohio
$4.45M -$128K -991 -3%
KAS
136
KPP Advisory Services
Kentucky
$4.43M +$4.68M +36,364 New
PAG
137
Private Advisor Group
New Jersey
$4.16M -$435K -3,375 -9%
MFG
138
Merit Financial Group
Georgia
$4.09M +$553K +4,296 +15%
KWS
139
Keystone Wealth Services
California
$4.06M -$190K -1,478 -4%
PWA
140
Physician Wealth Advisors
Utah
$3.96M -$70.3K -546 -2%
IAN
141
Integrated Advisors Network
Texas
$3.95M -$192K -1,487 -4%
Stifel Financial
142
Stifel Financial
Missouri
$3.94M -$4.22M -32,770 -50%
BWA
143
Boulder Wealth Advisors
Colorado
$3.91M -$18.5M -143,496 -82%
P
144
&Partners
Tennessee
$3.89M +$259K +2,009 +7%
DAS
145
Dynamic Advisor Solutions
Arizona
$3.88M -$2.34M -18,169 -36%
NPT
146
National Philanthropic Trust
Pennsylvania
$3.87M
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.83M
PA
148
Planning Alternatives
Michigan
$3.81M +$205K +1,593 +5%
RF
149
RHS Financial
California
$3.79M -$1.67M -12,985 -29%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$3.71M +$75.3K +585 +2%