We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$570K +$536K +8,140 New
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$559K +$525K +7,982 New
Renaissance Technologies
203
Renaissance Technologies
New York
$553K +$520K +7,900 New
TI
204
tru Independence
Oregon
$543K +$511K +7,759 New
WIP
205
Wellesley Investment Partners
Massachusetts
$542K +$45.8K +695 +10%
WIA
206
World Investment Advisors
California
$542K +$82.5K +1,253 +22%
PA
207
Paracle Advisors
Washington
$541K
MCM
208
Maxim Capital Management
California
$541K +$69.3K +1,052 +17%
ANTB
209
AMG National Trust Bank
Colorado
$525K +$494K +7,500 New
APC
210
Aspire Private Capital
North Carolina
$503K +$473K +7,189 New
DAS
211
Dynamic Advisor Solutions
Arizona
$498K -$395 -6 -0.1%
LFA
212
Lighthouse Financial Advisors
Maryland
$481K +$453K +6,882 New
AC
213
Apella Capital
Connecticut
$469K +$125K +1,896 +39%
SBSB
214
Sullivan, Bruyette, Speros & Blaney
Virginia
$460K -$13.2K -200 -3%
FANJ
215
Financial Architects (New Jersey)
New Jersey
$454K +$1.45K +22 +0.3%
AWA
216
Arete Wealth Advisors
Illinois
$421K +$411K +6,237 New
IWM
217
IHT Wealth Management
Illinois
$419K +$128K +1,945 +48%
SEIA
218
Signature Estate & Investment Advisors
California
$413K +$388K +5,898 New
KWM
219
Kingsview Wealth Management
Oregon
$404K +$380K +5,776 New
FA
220
FCG Advisors
New Jersey
$399K -$410K -6,230 -52%
MNG
221
Manning & Napier Group
New York
$394K
WCFA
222
Walkner Condon Financial Advisors
Wisconsin
$387K -$5.46K -83 -1%
RF
223
RHS Financial
California
$374K +$16.9K +257 +5%
WA
224
WBH Advisory
Maryland
$372K +$11.8K +179 +3%
Fisher Asset Management
225
Fisher Asset Management
Washington
$364K +$342K +5,201 New