We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
201
FLC Capital Advisors
California
$4.9M -$14.6M -171,116 -75%
PFM
202
Parsec Financial Management
North Carolina
$4.82M +$489K +5,735 +11%
Fisher Asset Management
203
Fisher Asset Management
Washington
$4.78M +$784K +9,185 +19%
LNC
204
Lincoln National Corp
Pennsylvania
$4.72M +$283K +3,316 +6%
GRP
205
Global Retirement Partners
California
$4.69M +$728K +8,534 +18%
LWP
206
Laurel Wealth Planning
Minnesota
$4.68M +$648K +7,595 +16%
GWM
207
GSB Wealth Management
Connecticut
$4.66M -$294K -3,443 -6%
MBT
208
Montecito Bank & Trust
California
$4.62M -$306K -3,586 -6%
SWG
209
Summit Wealth Group
Vermont
$4.58M +$73K +856 +2%
MCAI
210
Members Capital Advisors Inc
Wisconsin
$4.56M – – –
LF
211
Lantz Financial
Illinois
$4.47M -$339K -3,976 -7%
T
212
TRUADVICE
Florida
$4.47M -$421K -4,940 -9%
FWI
213
Facet Wealth Inc
Maryland
$4.44M +$4.19M +49,110 New
PG
214
Prostatis Group
Maryland
$4.41M +$4.44M +51,995 New
BTWM
215
Baker Tilly Wealth Management
Wisconsin
$4.33M +$241K +2,823 +6%
DAS
216
Dynamic Advisor Solutions
Arizona
$4.31M +$56.3K +660 +1%
AllianceBernstein
217
AllianceBernstein
Tennessee
$4.29M -$803K -9,409 -16%
AWA
218
Arete Wealth Advisors
Illinois
$4.28M +$98.6K +1,156 +2%
SWA
219
Stratos Wealth Advisors
Ohio
$4.17M -$565K -6,628 -12%
FAIM
220
Financial Advocates Investment Management
Washington
$4.13M +$3.37M +39,449 +426%
TC
221
Trilogy Capital
California
$4.11M -$161K -1,888 -4%
HHGA
222
Halbert Hargrove Global Advisors
California
$4.08M +$261K +3,064 +7%
AWMNH
223
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.03M +$4.05M +47,531 New
PA
224
Parkside Advisors
California
$4.03M +$251K +2,940 +7%
WHCI
225
W.H. Cornerstone Investments
Massachusetts
$4.02M +$24.6K +288 +0.6%