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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$4.18M +$987K +11,161 +32%
BOH
202
Bank of Hawaii
Hawaii
$4.18M -$42K -475 -1%
TC
203
Trilogy Capital
California
$4.17M -$212K -2,396 -5%
BHWM
204
Bay Harbor Wealth Management
Maryland
$4.16M -$8.9M -100,600 -69%
KFAA
205
Klaas Financial Asset Advisors
Illinois
$4.15M +$210K +2,378 +5%
CIAS
206
Capital Investment Advisory Services
North Carolina
$4.14M -$119K -1,350 -3%
DI
207
DFPG Investments
Utah
$3.99M +$3.39M +38,335 +663%
FWCM
208
Ferguson Wellman Capital Management
Oregon
$3.97M +$157K +1,777 +4%
MLA
209
My Legacy Advisors
Oregon
$3.85M -$2.96M -33,443 -44%
VFA
210
Valeo Financial Advisors
Indiana
$3.84M +$3.76M +42,498 New
MYIA
211
Mount Yale Investment Advisors
Colorado
$3.84M -$3.21M -36,339 -46%
IA
212
IFG Advisory
Georgia
$3.78M +$25.8K +292 +0.7%
HPM
213
Hoxton Planning & Management
West Virginia
$3.76M -$7.93M -89,699 -68%
WHCI
214
W.H. Cornerstone Investments
Massachusetts
$3.65M -$451K -5,095 -11%
AG
215
Ascent Group
Virginia
$3.64M -$5.04M -56,990 -59%
IFWM
216
Institute for Wealth Management
Colorado
$3.6M +$100K +1,134 +3%
PAMG
217
Patton Albertson Miller Group
Tennessee
$3.6M -$218K -2,462 -6%
Cerity Partners
218
Cerity Partners
New York
$3.53M -$156K -1,760 -4%
IAN
219
Integrated Advisors Network
Texas
$3.49M -$196K -2,218 -5%
SPC
220
Sigma Planning Corp
Michigan
$3.48M -$536K -6,060 -14%
RF
221
RHS Financial
California
$3.46M -$259K -2,927 -7%
RSWM
222
Robertson Stephens Wealth Management
California
$3.42M -$836K -9,450 -20%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$3.4M -$3.7M -41,863 -53%
CWA
224
Clearview Wealth Advisors
Oregon
$3.3M -$4.97M -56,190 -61%
CW
225
CreativeOne Wealth
Kansas
$3.3M -$51.5M -582,150 -94%