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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
126
Brinker Capital Investments
Pennsylvania
$5.31M +$1.23M +8,817 +32%
MCWS
127
McKinley Carter Wealth Services
West Virginia
$5.19M -$10.1K -72 -0.2%
LNWWM
128
Laird Norton Wetherby Wealth Management
California
$5.16M +$3.5K +25 +0.1%
LRWA
129
Long Run Wealth Advisors
New York
$5.12M -$311K -2,223 -6%
BWA
130
Boulder Wealth Advisors
Colorado
$4.97M +$4.78M +34,143 New
HGWM
131
Horst & Graben Wealth Management
Oregon
$4.93M +$917K +6,550 +24%
BRIA
132
Balanced Rock Investment Advisors
Massachusetts
$4.89M -$58.5K -418 -1%
PWA
133
Physician Wealth Advisors
Utah
$4.84M +$130K +930 +3%
PA
134
Planning Alternatives
Michigan
$4.74M +$152K +1,088 +3%
SWP
135
Stratos Wealth Partners
Ohio
$4.73M -$20.3K -145 -0.4%
GIA
136
Goodwin Investment Advisory
Georgia
$4.72M -$431K -3,076 -9%
KAS
137
KPP Advisory Services
Kentucky
$4.67M -$447K -3,195 -9%
MWM
138
Mascoma Wealth Management
New Hampshire
$4.63M +$83.6K +597 +2%
NPT
139
National Philanthropic Trust
Pennsylvania
$4.62M
SWP
140
Sagespring Wealth Partners
Tennessee
$4.61M +$475K +3,392 +12%
P
141
&Partners
Tennessee
$4.6M +$176K +1,256 +4%
KWS
142
Keystone Wealth Services
California
$4.5M -$189K -1,349 -4%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$4.45M +$39.8K +284 +0.9%
OMC
144
Old Mission Capital
Illinois
$4.34M +$4.18M +29,834 New
SPIA
145
Steward Partners Investment Advisory
New York
$4.33M +$681K +4,866 +20%
WWM
146
WT Wealth Management
Arizona
$4.23M -$130K -929 -3%
Stifel Financial
147
Stifel Financial
Missouri
$4.12M -$954K -6,812 -19%
IAN
148
Integrated Advisors Network
Texas
$3.92M -$488K -3,481 -11%
BW
149
Balance Wealth
Ohio
$3.88M +$429K +3,065 +13%
GM
150
GeoWealth Management
Illinois
$3.87M +$1.03M +7,351 +38%