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iShares ESG Aware MSCI USA Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$476K -$87.8K -2,662 -15%
EC
52
Estate Counselors
Wisconsin
$416K +$430K +13,055 New
WIA
53
World Investment Advisors
California
$403K -$50K -1,517 -11%
P
54
&Partners
Tennessee
$402K -$29K -879 -7%
CCWM
55
Cassaday & Co Wealth Management
Virginia
$400K -$71.2K -2,159 -15%
IWC
56
Integrated Wealth Concepts
Massachusetts
$396K +$411K +12,451 New
GWP
57
Gateway Wealth Partners
Wisconsin
$386K +$400K +12,131 New
CIA
58
Concurrent Investment Advisors
Florida
$372K +$149K +4,532 +63%
OWCM
59
One Wealth Capital Management
Arizona
$368K -$43.4K -1,317 -11%
SCA
60
Snowden Capital Advisors
New York
$363K +$60.1K +1,823 +19%
KFSC
61
Keystone Financial Services (Colorado)
Colorado
$339K +$86.3K +2,616 +33%
WA
62
Wealth Alliance
New York
$328K -$41.8K -1,269 -11%
AI
63
Atria Investments
North Carolina
$328K -$23K -697 -6%
LWA
64
Lifelong Wealth Advisors
Minnesota
$325K +$2.6K +79 +0.8%
DWM
65
Diversify Wealth Management
Utah
$324K +$32.1K +973 +11%
LIA
66
LifePlan Investment Advisors
North Carolina
$321K +$117K +3,557 +54%
Osaic Holdings
67
Osaic Holdings
Arizona
$317K -$55.3K -1,676 -14%
SA
68
Skyline Advisors
Washington
$316K +$328K +9,940 New
KPWS
69
Kestra Private Wealth Services
Texas
$311K +$322K +9,777 New
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$309K +$320K +9,696 New
EWA
71
EverSource Wealth Advisors
Alabama
$297K -$27.9K -847 -8%
RFP
72
RCS Financial Planning
Maryland
$283K -$38.9K -1,180 -12%
TF
73
Theory Financial
Colorado
$282K -$25.6K -777 -8%
EL
74
EQ LLC
Washington
$281K +$27.4K +831 +10%
NG
75
Navigation Group
California
$263K +$272K +8,263 New