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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
151
Cardinal Strategic Wealth Guidance
Kentucky
$10.6M +$621K +5,917 +6%
SA
152
Scarborough Advisors
Maryland
$10.1M +$9.78M +93,229 New
MCIA
153
Mountain Capital Investment Advisors
Colorado
$9.81M -$1.54M -14,670 -14%
GWM
154
GSB Wealth Management
Connecticut
$9.6M +$390K +3,718 +4%
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$9.39M +$770K +7,340 +9%
TCA
156
Transcend Capital Advisors
New Jersey
$9.29M -$154K -1,470 -2%
MA
157
Mutual Advisors
Nebraska
$9.11M -$107K -1,022 -1%
BEC
158
Blue Edge Capital
Virginia
$8.97M +$505K +4,811 +6%
PAMG
159
Patton Albertson Miller Group
Tennessee
$8.94M +$342K +3,260 +4%
PWMG
160
Provence Wealth Management Group
California
$8.86M +$8.61M +82,089 New
Baird Financial Group
161
Baird Financial Group
Wisconsin
$8.8M +$673K +6,413 +9%
KWM
162
Keebeck Wealth Management
Illinois
$8.78M -$55.5K -529 -0.6%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$8.73M +$7.36M +70,171 +651%
AWM
164
Apollon Wealth Management
South Carolina
$8.73M +$8.49M +80,867 New
FLPIM
165
F.L. Putnam Investment Management
Massachusetts
$8.69M -$238K -2,271 -3%
MYIA
166
Mount Yale Investment Advisors
Colorado
$8.67M +$83.1K +792 +1%
WAL
167
W Advisors LLC
Tennessee
$8.58M +$8.34M +79,508 New
PMA
168
Prudent Man Advisors
Illinois
$8.23M +$73K +696 +0.9%
MWM
169
Maripau Wealth Management
Indiana
$8.08M +$8.38M +79,871 New
JSW
170
Journey Strategic Wealth
New Jersey
$7.87M +$7.65M +72,915 New
VWM
171
Venturi Wealth Management
Texas
$7.75M -$41.1K -392 -0.5%
RSWM
172
Robertson Stephens Wealth Management
California
$7.69M +$838K +7,983 +13%
AWE
173
Avidian Wealth Enterprises
Texas
$7.61M +$4.13M +39,386 +127%
JIC
174
Joel Isaacson & Co
New York
$7.48M +$1.25M +11,877 +21%
CC
175
Copperleaf Capital
North Carolina
$7.43M -$421K -4,013 -6%