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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
26
Private Ocean
California
$807K +$1.48K +19 +0.2%
CAG
27
Csenge Advisory Group
Florida
$790K +$255K +3,281 +46%
DAS
28
Dynamic Advisor Solutions
Arizona
$725K +$27.4K +352 +4%
RJA
29
Raymond James & Associates
Florida
$695K -$8.63K -111 -1%
BDF
30
Balasa Dinverno & Foltz
$652K +$113K +1,457 +20%
SFG
31
SNS Financial Group
Minnesota
$616K +$322K +4,147 +103%
RSWM
32
Robertson Stephens Wealth Management
California
$592K
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$564K -$13.8K -177 -2%
CFSG
34
Community Financial Services Group
Vermont
$562K +$55.2K +710 +11%
TRCT
35
Tower Research Capital (TRC)
New York
$559K -$264K -3,397 -31%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$513K -$120K -1,549 -19%
PCMC
37
Private Capital Management (Colorado)
Colorado
$506K +$28K +360 +6%
EVM
38
Eaton Vance Management
Massachusetts
$468K +$482K +6,200 New
KFP
39
KB Financial Partners
New Jersey
$432K +$49.3K +635 +12%
RCS
40
Retirement Capital Strategies
California
$370K
COCM
41
Charter Oak Capital Management
New Hampshire
$340K +$194K +2,500 +125%
Stifel Financial
42
Stifel Financial
Missouri
$334K -$28.6K -368 -8%
OCM
43
One Capital Management
California
$311K +$1.94K +25 +0.6%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$309K +$3.11K +40 +1%
DT
45
Diversified Trust
Tennessee
$305K
WA
46
Wealth Alliance
New York
$253K -$2.25K -29 -0.9%
AF
47
Allworth Financial
California
$244K +$251K +3,230 New
FCM
48
Firestone Capital Management
Florida
$210K
PA
49
Parallel Advisors
California
$209K
TCM
50
Triumph Capital Management
Colorado
$202K