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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
151
Montecito Bank & Trust
California
$4.82M -$958K -8,742 -17%
ACA
152
Aptus Capital Advisors
Alabama
$4.8M +$3.52M +32,111 +334%
KWS
153
Keystone Wealth Services
California
$4.66M -$159K -1,449 -3%
SWP
154
Stratos Wealth Partners
Ohio
$4.49M +$118K +1,076 +3%
OWMIAS
155
One Wealth Management Investment & Advisory Services
Florida
$4.39M -$1.75M -15,984 -29%
RA
156
RFG Advisory
Alabama
$4.26M -$583K -5,320 -13%
VFA
157
Valeo Financial Advisors
Indiana
$4.19M -$366K -3,338 -8%
OAP
158
One Advisory Partners
Kansas
$4.18M -$163K -1,490 -4%
TCA
159
Transcend Capital Advisors
New Jersey
$4.13M -$769K -7,017 -16%
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$4.06M
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$4.01M -$4.19M -38,215 -52%
IAN
162
Integrated Advisors Network
Texas
$3.99M -$14.4K -131 -0.4%
AAMC
163
Asset Allocation & Management Company
Illinois
$3.91M
BWL
164
Bogart Wealth LLC
Virginia
$3.87M +$129K +1,176 +4%
AF
165
Advisornet Financial
Minnesota
$3.87M -$669K -6,106 -15%
AR
166
Apeiron RIA
Texas
$3.84M -$2.38M -21,758 -39%
CCFM
167
Clear Creek Financial Management
Washington
$3.82M -$1.04M -9,509 -22%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$3.75M +$3.57M +32,605 New
PWA
169
Physician Wealth Advisors
Utah
$3.74M -$4.99M -45,509 -57%
NPT
170
National Philanthropic Trust
Pennsylvania
$3.64M
EH
171
Equitable Holdings
New York
$3.61M +$112K +1,019 +3%
FHA
172
First Horizon Advisors
Tennessee
$3.59M -$2.77M -25,306 -45%
CWM
173
Certus Wealth Management
California
$3.57M -$503K -4,593 -13%
CA
174
CoreCap Advisors
Michigan
$3.56M -$1.27M -11,558 -27%
IWM
175
Integris Wealth Management
California
$3.53M +$5.37K +49 +0.2%