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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
176
Cantor Fitzgerald Investment Advisors
New York
$298K +$16.3K +239 +5%
WA
177
WBH Advisory
Maryland
$296K
RF
178
RHS Financial
California
$292K +$346K +5,085 New
BIA
179
Bigelow Investment Advisors
Maine
$290K +$20.4K +300 +6%
AC
180
Apella Capital
Connecticut
$277K +$327K +4,810 New
FHC
181
First Heartland Consultants
Missouri
$273K +$323K +4,746 New
KM
182
Kalos Management
Georgia
$271K +$280K +4,109 New
MWM
183
Mission Wealth Management
California
$270K -$5.79K -85 -2%
TC
184
Trilogy Capital
California
$265K +$280K +4,112 New
RCAG
185
Rehmann Capital Advisory Group
Michigan
$258K +$305K +4,481 New
IFWM
186
Institute for Wealth Management
Colorado
$243K +$75.5K +1,109 +36%
OWA
187
One Wealth Advisors
California
$240K +$284K +4,171 New
KA
188
Kovack Advisors
Florida
$239K +$282K +4,150 New
Principal Financial Group
189
Principal Financial Group
Iowa
$238K +$282K +4,137 New
IWM
190
IHT Wealth Management
Illinois
$232K +$275K +4,041 New
WANY
191
Wealthspire Advisors (New York)
New York
$229K +$10.9K +160 +4%
EIG
192
Ellenbecker Investment Group
Wisconsin
$222K +$2.59K +38 +1%
OPS
193
Orion Portfolio Solutions
Nebraska
$222K +$263K +3,860 New
EFL
194
ERn Financial LLC
Wisconsin
$215K +$254K +3,732 New
PI
195
PFS Investments
Georgia
$215K +$254K +3,734 New
WWM
196
WT Wealth Management
Arizona
$209K +$248K +3,638 New
SWM
197
SigFig Wealth Management
California
$207K +$245K +3,598 New
RWM
198
RKL Wealth Management
Pennsylvania
$205K +$243K +3,573 New
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$184K -$9.32K -137 -4%
PCIA
200
Prime Capital Investment Advisors
Kansas
$177K