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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFG Advisory
Georgia
$767K +$721K +10,959 New
IFG
177
Independent Financial Group
California
$760K +$300K +4,563 +73%
IFWM
178
Institute for Wealth Management
Colorado
$759K +$435K +6,614 +156%
RSWM
179
Robertson Stephens Wealth Management
California
$759K +$714K +10,851 New
PTC
180
Private Trust Company
Ohio
$742K +$691K +10,501 New
MMA
181
Miracle Mile Advisors
California
$737K +$41.3K +628 +6%
VWA
182
V Wealth Advisors
Kansas
$718K +$222K +3,368 +49%
TFO
183
Tarbox Family Office
California
$700K +$6.58K +100 +1%
OPS
184
Orion Portfolio Solutions
Nebraska
$700K +$404K +6,140 +159%
TFA
185
Teamwork Financial Advisors
Texas
$699K +$658K +9,991 New
SWP
186
Stratos Wealth Partners
Ohio
$688K -$3.16K -48 -0.5%
Principal Financial Group
187
Principal Financial Group
Iowa
$683K +$370K +5,621 +136%
G
188
GenTrust
Florida
$656K +$617K +9,367 New
PA
189
Parallel Advisors
California
$655K -$37.3K -567 -6%
SG
190
StoneX Group
New York
$648K +$122K +1,854 +25%
GAM
191
Gould Asset Management
California
$627K +$68.5K +1,040 +13%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$624K +$78K +1,185 +16%
IFAM
193
Institutional & Family Asset Management
Colorado
$620K +$29K +441 +5%
ACA
194
Affinity Capital Advisors
California
$617K -$47.7K -724 -8%
VC
195
Veracity Capital
Georgia
$604K +$106K +1,607 +23%
PA
196
Parkside Advisors
California
$596K +$123K +1,870 +28%
TC
197
Trilogy Capital
California
$596K +$261K +3,968 +96%
OWA
198
One Wealth Advisors
California
$596K +$286K +4,341 +104%
VC
199
Vicus Capital
Pennsylvania
$578K +$132K +2,008 +32%
FHC
200
First Heartland Consultants
Missouri
$577K +$230K +3,494 +74%