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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
201
Parsec Financial Management
North Carolina
$4.82M +$489K +5,735 +11%
Fisher Asset Management
202
Fisher Asset Management
Washington
$4.78M +$784K +9,185 +19%
LNC
203
Lincoln National Corp
Pennsylvania
$4.72M +$283K +3,316 +6%
GRP
204
Global Retirement Partners
California
$4.69M +$728K +8,534 +18%
LWP
205
Laurel Wealth Planning
Minnesota
$4.68M +$648K +7,595 +16%
GWM
206
GSB Wealth Management
Connecticut
$4.66M -$294K -3,443 -6%
MBT
207
Montecito Bank & Trust
California
$4.62M -$306K -3,586 -6%
SWG
208
Summit Wealth Group
Vermont
$4.58M +$73K +856 +2%
MCAI
209
Members Capital Advisors Inc
Wisconsin
$4.56M
LF
210
Lantz Financial
Illinois
$4.47M -$339K -3,976 -7%
T
211
TRUADVICE
Florida
$4.47M -$421K -4,940 -9%
FWI
212
Facet Wealth Inc
Maryland
$4.44M +$4.19M +49,110 New
PG
213
Prostatis Group
Maryland
$4.41M +$4.44M +51,995 New
BTWM
214
Baker Tilly Wealth Management
Wisconsin
$4.33M +$241K +2,823 +6%
DAS
215
Dynamic Advisor Solutions
Arizona
$4.31M +$56.3K +660 +1%
AllianceBernstein
216
AllianceBernstein
Tennessee
$4.29M -$803K -9,409 -16%
AWA
217
Arete Wealth Advisors
Illinois
$4.28M +$98.6K +1,156 +2%
SWA
218
Stratos Wealth Advisors
Ohio
$4.17M -$565K -6,628 -12%
FAIM
219
Financial Advocates Investment Management
Washington
$4.13M +$3.37M +39,449 +426%
TC
220
Trilogy Capital
California
$4.11M -$161K -1,888 -4%
HHGA
221
Halbert Hargrove Global Advisors
California
$4.08M +$261K +3,064 +7%
AWMNH
222
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.03M +$4.05M +47,531 New
PA
223
Parkside Advisors
California
$4.03M +$251K +2,940 +7%
WHCI
224
W.H. Cornerstone Investments
Massachusetts
$4.02M +$24.6K +288 +0.6%
RSWM
225
Robertson Stephens Wealth Management
California
$4.01M -$583K -6,831 -13%