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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
176
REDW Wealth
New Mexico
$1.08M +$24K +319 +2%
TC
177
Trilogy Capital
California
$1.07M +$450K +5,968 +74%
MWM
178
MBE Wealth Management
Wisconsin
$1.06M
MWA
179
MFA Wealth Advisors
Pennsylvania
$1.04M
VWA
180
Visionary Wealth Advisors
Illinois
$1.02M -$413K -5,484 -29%
Creative Planning
181
Creative Planning
Kansas
$1M +$33.5K +445 +3%
KA
182
Kovack Advisors
Florida
$989K +$93.3K +1,239 +11%
VC
183
Veracity Capital
Georgia
$989K +$327K +4,342 +50%
IA
184
IFG Advisory
Georgia
$975K +$139K +1,845 +17%
WWM
185
Western Wealth Management
Colorado
$972K +$61.8K +821 +7%
LFA
186
Legacy Financial Advisors
Kentucky
$965K -$9.94K -132 -1%
OPS
187
Orion Portfolio Solutions
Nebraska
$963K +$199K +2,642 +26%
PSUF
188
People's United Financial
Connecticut
$947K -$13.3K -176 -1%
PTC
189
Private Trust Company
Ohio
$932K +$131K +1,738 +17%
AC
190
Apella Capital
Connecticut
$929K +$413K +5,487 +82%
WLIM
191
White Lighthouse Investment Management
Massachusetts
$926K +$39.2K +520 +4%
WIP
192
Wellesley Investment Partners
Massachusetts
$924K +$330K +4,380 +57%
ACA
193
Affinity Capital Advisors
California
$884K +$209K +2,775 +31%
BCA
194
Biltmore Capital Advisors
New Jersey
$872K +$862K +11,448 New
GAM
195
Gould Asset Management
California
$856K +$171K +2,275 +25%
SWP
196
Stratos Wealth Partners
Ohio
$823K +$73.6K +977 +10%
VAG
197
VisionPoint Advisory Group
Texas
$818K +$3.92K +52 +0.5%
Millennium Management
198
Millennium Management
New York
$811K +$802K +10,642 New
SG
199
StoneX Group
New York
$805K +$97.7K +1,297 +14%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$798K -$579K -7,686 -42%