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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
201
Principal Financial Group
Iowa
$771K +$27.1K +360 +4%
G
202
GenTrust
Florida
$749K +$34.4K +457 +5%
BCI
203
Brinker Capital Investments
Pennsylvania
$745K +$736K +9,774 New
TFO
204
Tarbox Family Office
California
$739K -$22.6K -300 -3%
BFA
205
Beacon Financial Advisory
Ohio
$732K +$405K +5,382 +127%
IFG
206
Independent Financial Group
California
$698K -$128K -1,698 -16%
Wealth Enhancement Advisory Services
207
Wealth Enhancement Advisory Services
Minnesota
$680K +$4.97K +66 +0.8%
WA
208
WBH Advisory
Maryland
$678K +$269K +3,569 +67%
PA
209
Parallel Advisors
California
$664K -$49.6K -659 -7%
IFAM
210
Institutional & Family Asset Management
Colorado
$662K -$12.3K -163 -2%
Fisher Asset Management
211
Fisher Asset Management
Washington
$656K +$257K +3,413 +66%
PA
212
PFG Advisors
Arizona
$643K +$623K +8,277 New
Mirae Asset Global Investments
213
Mirae Asset Global Investments
South Korea
$640K +$264K +3,500 +71%
OWA
214
One Wealth Advisors
California
$613K -$34.8K -462 -5%
KM
215
Kalos Management
Georgia
$612K +$228K +3,027 +66%
RF
216
RHS Financial
California
$609K +$200K +2,654 +50%
SIAS
217
Shine Investment Advisory Services
Colorado
$602K +$421K +5,589 +242%
JWCA
218
J.W. Cole Advisors
Florida
$602K +$595K +7,894 New
GSWM
219
Golden State Wealth Management
California
$600K -$1M -13,284 -63%
FHC
220
First Heartland Consultants
Missouri
$595K -$32.8K -435 -5%
UCFA
221
United Capital Financial Advisors
Texas
$593K +$198K +2,629 +51%
PA
222
Paracle Advisors
Washington
$589K
APC
223
Aspire Private Capital
North Carolina
$577K +$29.1K +387 +5%
ANTB
224
AMG National Trust Bank
Colorado
$572K
WA
225
Wealth Alliance
New York
$566K +$559K +7,425 New