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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
176
TCWP
Ohio
$4.68M -$386K -4,181 -8%
SWM
177
SigFig Wealth Management
California
$4.68M -$244K -2,638 -5%
SWG
178
Summit Wealth Group
Vermont
$4.68M -$453M -4,901,564 -99%
WWP
179
WR Wealth Planners
Missouri
$4.66M -$202K -2,189 -4%
FWI
180
Facet Wealth Inc
Maryland
$4.63M -$120K -1,295 -3%
WWP
181
Waypoint Wealth Partners
California
$4.61M
CAG
182
Csenge Advisory Group
Florida
$4.6M -$536K -5,800 -11%
Cerity Partners
183
Cerity Partners
New York
$4.51M +$672K +7,278 +19%
AWM
184
Apollon Wealth Management
South Carolina
$4.51M -$7.93M -85,836 -65%
AF
185
Advisornet Financial
Minnesota
$4.5M -$91K -985 -2%
FHB
186
First Hawaiian Bank
Hawaii
$4.5M +$4.26M +46,164 New
PA
187
PFG Advisors
Arizona
$4.4M -$2.04M -22,103 -33%
BHWM
188
Bay Harbor Wealth Management
Maryland
$4.38M -$96K -1,040 -2%
MLA
189
My Legacy Advisors
Oregon
$4.34M +$107K +1,158 +3%
AWE
190
Avidian Wealth Enterprises
Texas
$4.25M -$288K -3,120 -7%
OP
191
ORG Partners
Indiana
$4.22M +$3.99M +43,235 New
MYIA
192
Mount Yale Investment Advisors
Colorado
$4.21M +$67K +726 +2%
KFAA
193
Klaas Financial Asset Advisors
Illinois
$4.2M -$256K -2,775 -6%
IFWM
194
Institute for Wealth Management
Colorado
$4.18M +$292K +3,157 +8%
FWCM
195
Ferguson Wellman Capital Management
Oregon
$4.16M -$112K -1,212 -3%
VFA
196
Valeo Financial Advisors
Indiana
$4.14M
FRA
197
FFG Retirement Advisors
Colorado
$4.13M -$5.65M -61,157 -59%
SWP
198
Stratos Wealth Partners
Ohio
$4.1M -$1.03M -11,203 -21%
PWMG
199
Provence Wealth Management Group
California
$4.05M -$4.35M -47,073 -53%
Two Sigma Investments
200
Two Sigma Investments
New York
$4M +$3.79M +41,000 New