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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Merriman Wealth Management
Washington
$3.48M +$1.99M +24,500 +153%
ACS
152
Archford Capital Strategies
Illinois
$3.37M +$1.78M +21,934 +133%
WIA
153
World Investment Advisors
California
$3.29M +$2.34M +28,820 +394%
SHGA
154
Sand Hill Global Advisors
California
$3.28M +$896K +11,035 +41%
HHGA
155
Halbert Hargrove Global Advisors
California
$3.28M +$322K +3,960 +12%
PPP
156
Private Portfolio Partners
New Jersey
$3.22M +$756K +9,304 +33%
MIAN
157
Mariner Independent Advisor Network
Kansas
$3.16M +$1.1M +13,572 +59%
FWM
158
Filbrandt Wealth Management
Wisconsin
$3.1M +$2.93M +36,021 New
MBT
159
Montecito Bank & Trust
California
$2.99M -$46.6K -574 -2%
AAS
160
Avantax Advisory Services
Texas
$2.92M -$190K -2,336 -6%
PA
161
Parkside Advisors
California
$2.84M +$699K +8,610 +35%
PIA
162
Perennial Investment Advisors
California
$2.74M +$223K +2,741 +9%
CCFM
163
Clear Creek Financial Management
Washington
$2.69M -$1.15M -14,189 -31%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$2.67M +$1.84M +22,600 +269%
RSWM
165
Robertson Stephens Wealth Management
California
$2.65M +$1.22M +14,964 +94%
TPWA
166
TRUE Private Wealth Advisors
Oregon
$2.63M -$345K -4,249 -12%
William Blair & Company
167
William Blair & Company
Illinois
$2.62M +$223K +2,750 +10%
HT
168
HAP Trading
New York
$2.6M +$2.45M +30,220 New
Creative Planning
169
Creative Planning
Kansas
$2.58M +$1.37M +16,812 +127%
BTWM
170
Baker Tilly Wealth Management
Wisconsin
$2.52M +$2.38M +29,296 New
AWM
171
Alterna Wealth Management
Texas
$2.52M +$308K +3,793 +15%
FIA
172
Foundations Investment Advisors
Arizona
$2.48M +$1.73M +21,305 +308%
AWE
173
Avidian Wealth Enterprises
Texas
$2.44M +$401K +4,934 +21%
IFWM
174
Institute for Wealth Management
Colorado
$2.38M +$571K +7,028 +34%
PPW
175
Parcion Private Wealth
Washington
$2.35M