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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
201
World Investment Advisors
California
$3.89M +$345K +3,402 +9%
AA
202
Advisory Alpha
Michigan
$3.88M +$3.99M +39,420 New
AWA
203
Arete Wealth Advisors
Illinois
$3.83M +$377K +3,725 +11%
TC
204
Trilogy Capital
California
$3.75M +$140K +1,377 +4%
LSAG
205
Lake Street Advisors Group
New Hampshire
$3.73M +$12.2K +120 +0.3%
FWM
206
Filbrandt Wealth Management
Wisconsin
$3.71M +$117K +1,153 +3%
HB
207
Homrich & Berg
Georgia
$3.63M +$66.4K +655 +2%
DAS
208
Dynamic Advisor Solutions
Arizona
$3.51M +$884K +8,725 +32%
DT
209
Diversified Trust
Tennessee
$3.48M +$136K +1,342 +4%
PCG
210
Private Capital Group
Connecticut
$3.46M +$644K +6,360 +22%
PFM
211
Parsec Financial Management
North Carolina
$3.42M -$22.5K -222 -0.7%
IFWM
212
Institute for Wealth Management
Colorado
$3.4M +$350K +3,452 +11%
SAM
213
Strategic Asset Management
Minnesota
$3.4M +$3.43M +33,803 New
EL
214
EQ LLC
Washington
$3.37M +$62.6K +618 +2%
FA
215
Financial Advisors
Massachusetts
$3.24M +$687K +6,776 +26%
LF
216
Lantz Financial
Illinois
$3.18M +$1.17M +11,503 +55%
AWE
217
Avidian Wealth Enterprises
Texas
$3.06M +$183K +1,804 +6%
GW
218
GW & Wade
Massachusetts
$2.98M +$874K +8,624 +40%
GFPC
219
Global Financial Private Client
Florida
$2.96M +$1.64M +16,174 +119%
FWCM
220
Ferguson Wellman Capital Management
Oregon
$2.93M +$245K +2,420 +9%
Jane Street
221
Jane Street
New York
$2.91M +$943K +9,302 +46%
CFD
222
Creative Financial Designs
Indiana
$2.82M +$159K +1,569 +6%
WP
223
WealthPLAN Partners
Nebraska
$2.8M +$397K +3,918 +18%
PPW
224
Parcion Private Wealth
Washington
$2.8M
Fidelity Investments
225
Fidelity Investments
Massachusetts
$2.78M +$116K +1,140 +4%