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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.4M +$902K +15,213 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.38M +$5.32M +89,801 New
UBS Group
3
UBS Group
Switzerland
$4.61M +$4.57M +77,037 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.74M +$814K +13,738 +90%
Jane Street
5
Jane Street
New York
$1.36M -$87.6K -1,479 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$872K +$316K +5,333 +58%
LPL Financial
7
LPL Financial
California
$475K +$470K +7,925 New
Goldman Sachs
8
Goldman Sachs
New York
$375K +$371K +6,260 New
FANJ
9
Financial Architects (New Jersey)
New Jersey
$350K +$32.8K +554 +10%
CG
10
Colony Group
Massachusetts
$296K +$293K +4,943 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$265K +$40.6K +685 +18%
CWM
12
Cornerstone Wealth Management
Missouri
$234K +$824K +13,905 New
FWCM
13
Ferguson Wellman Capital Management
Oregon
$224K +$221K +3,735 New
NAM
14
North American Management
Massachusetts
$200K +$198K +3,340 New
LFA
15
Legacy Financial Advisors
Kentucky
$188K +$533 +9 +0.3%
Bank of America
16
Bank of America
North Carolina
$102K +$37.6K +634 +59%
OIA
17
OneDigital Investment Advisors
Kansas
$25K
CGI
18
Cougar Global Investments
Ontario, Canada
$22K -$119 -2 -0.5%
SPIA
19
Steward Partners Investment Advisory
New York
$14K +$13.6K +229 New
IA
20
IFP Advisors
Florida
$14K +$13.8K +233 New
APA
21
American Portfolios Advisors
New York
$4.13K
ASN
22
Advisory Services Network
Georgia
$3K +$2.96K +50 New
IWM
23
IHT Wealth Management
Illinois
-$23K -400 Closed
SWP
24
Stratos Wealth Partners
Ohio
-$10K -171 Closed