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iShares ESG Aware MSCI USA Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
51
&Partners
Tennessee
$480K +$36K +1,049 +8%
CIA
52
Concurrent Investment Advisors
Florida
$452K +$40.5K +1,180 +10%
SCA
53
Snowden Capital Advisors
New York
$445K +$43.6K +1,270 +11%
CCWM
54
Cassaday & Co Wealth Management
Virginia
$441K
OWCM
55
One Wealth Capital Management
Arizona
$428K +$43.9K +1,278 +12%
Osaic Holdings
56
Osaic Holdings
Arizona
$424K +$72.8K +2,122 +21%
KFSC
57
Keystone Financial Services (Colorado)
Colorado
$419K +$44K +1,283 +12%
KPWS
58
Kestra Private Wealth Services
Texas
$404K +$58.9K +1,716 +18%
EWA
59
EverSource Wealth Advisors
Alabama
$399K +$69.1K +2,014 +22%
LWA
60
Lifelong Wealth Advisors
Minnesota
$380K +$21.5K +625 +6%
WIA
61
World Investment Advisors
California
$378K -$26.9K -784 -6%
WA
62
Wealth Alliance
New York
$366K +$3.36K +98 +0.9%
GWP
63
Gateway Wealth Partners
Wisconsin
$348K -$76.3K -2,222 -18%
LIA
64
LifePlan Investment Advisors
North Carolina
$347K -$7.24K -211 -2%
FFG
65
Fiduciary Financial Group
California
$340K +$332K +9,673 New
TF
66
Theory Financial
Colorado
$330K +$18.4K +537 +6%
DWM
67
Diversify Wealth Management
Utah
$323K -$18.9K -550 -6%
DAS
68
Diversify Advisory Services
Utah
$323K +$310K +9,030 New
RFP
69
RCS Financial Planning
Maryland
$315K +$2.95K +86 +1%
NG
70
Navigation Group
California
$311K +$20.4K +593 +7%
MPW
71
MA Private Wealth
California
$306K +$299K +8,716 New
EL
72
EQ LLC
Washington
$288K -$21.8K -636 -7%
CPG
73
Cornerstone Planning Group
New Jersey
$287K +$26.5K +773 +11%
SAI
74
Savvy Advisors Inc
New York
$283K +$277K +8,056 New
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$278K +$272K +7,923 New