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iShares ESG Aware MSCI USA Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$335K +$286K +9,031 +637%
EWA
52
EverSource Wealth Advisors
Alabama
$326K +$136K +4,303 +73%
LWA
53
Lifelong Wealth Advisors
Minnesota
$324K +$320K +10,123 New
RFP
54
RCS Financial Planning
Maryland
$322K +$318K +10,058 New
TF
55
Theory Financial
Colorado
$320K +$305K +9,648 New
SCA
56
Snowden Capital Advisors
New York
$307K +$2.31K +73 +0.8%
Raymond James Financial
57
Raymond James Financial
Florida
$297K +$293K +9,273 New
MWMDPGFG
58
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$293K +$289K +9,134 New
DWM
59
Diversify Wealth Management
Utah
$283K +$272K +8,607 New
AIM
60
Archer Investment Management
Texas
$264K +$260K +8,227 New
KF
61
Kelsey Financial
California
$260K +$257K +8,114 New
KFSC
62
Keystone Financial Services (Colorado)
Colorado
$257K +$254K +8,033 New
EL
63
EQ LLC
Washington
$256K +$253K +7,995 New
COCM
64
Charter Oak Capital Management
New Hampshire
$250K +$21K +663 +9%
WFS
65
WealthGarden F.S.
California
$238K +$226K +7,154 New
CIA
66
Concurrent Investment Advisors
Florida
$229K +$226K +7,150 New
CAL
67
Capital Analysts LLC
Pennsylvania
$218K +$88.6K +2,799 +70%
Truist Financial
68
Truist Financial
North Carolina
$210K
OPWM
69
Oregon Pacific Wealth Management
Oregon
$209K +$207K +6,532 New
LIA
70
LifePlan Investment Advisors
North Carolina
$209K +$207K +6,527 New
MW
71
Maia Wealth
Colorado
$201K +$191K +6,023 New
AWM
72
AE Wealth Management
Kansas
$170K +$94.1K +2,973 +128%
GWP
73
Gen-Wealth Partners
Michigan
$160K +$45.8K +1,447 +41%
LFG
74
Larson Financial Group
Missouri
$98.2K +$66.1K +2,088 +213%
JWA
75
JFS Wealth Advisors
Pennsylvania
$90.4K +$36.1K +1,142 +68%