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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
151
Avidian Wealth Enterprises
Texas
$484K +$573K +8,421 New
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$462K +$217K +3,183 +79%
GAM
153
Gould Asset Management
California
$455K -$110K -1,620 -17%
PA
154
Paracle Advisors
Washington
$444K +$527K +7,737 New
FCA
155
FLC Capital Advisors
California
$435K +$526K +7,729 New
SG
156
StoneX Group
New York
$426K +$504K +7,406 New
CFW
157
CA Family Wealth
California
$413K +$489K +7,180 New
DAS
158
Dynamic Advisor Solutions
Arizona
$410K +$485K +7,128 New
AIS
159
Accurate Investment Solutions
Pennsylvania
$409K +$484K +7,111 New
WIP
160
Wellesley Investment Partners
Massachusetts
$405K +$146K +2,145 +44%
MWA
161
MFA Wealth Advisors
Pennsylvania
$405K +$478K +7,028 New
VC
162
Veracity Capital
Georgia
$404K +$478K +7,028 New
UCFA
163
United Capital Financial Advisors
Texas
$400K +$474K +6,960 New
VWA
164
V Wealth Advisors
Kansas
$396K +$469K +6,890 New
SBSB
165
Sullivan, Bruyette, Speros & Blaney
Virginia
$389K +$315K +4,628 +216%
PA
166
Parkside Advisors
California
$382K +$253K +3,712 +127%
FANJ
167
Financial Architects (New Jersey)
New Jersey
$372K +$6.46K +95 +1%
MCM
168
Maxim Capital Management
California
$364K +$430K +6,323 New
IFG
169
Independent Financial Group
California
$362K +$428K +6,291 New
VC
170
Vicus Capital
Pennsylvania
$360K +$426K +6,254 New
MA
171
Mutual Advisors
Nebraska
$358K +$424K +6,229 New
VWA
172
Visionary Wealth Advisors
Illinois
$336K +$398K +5,847 New
WIA
173
World Investment Advisors
California
$335K +$397K +5,827 New
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$322K -$88.4K -1,299 -19%
ACS
175
Archford Capital Strategies
Illinois
$302K +$357K +5,246 New