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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.3M -$628K -6,150 -15%
BL
27
BFSG LLC
California
$2.72M +$1.22K +12 +0%
SWA
28
Sax Wealth Advisors
New Jersey
$2.5M -$218K -2,133 -8%
Corient Private Wealth
29
Corient Private Wealth
Florida
$2.22M -$186K -1,822 -7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$205K +2,011 +10%
Morgan Stanley
31
Morgan Stanley
New York
$2.15M +$2.05M +20,088 +871%
OFG
32
Omega Financial Group
California
$2.13M +$178K +1,747 +9%
LPL Financial
33
LPL Financial
California
$2.11M -$157K -1,539 -7%
KV
34
Kickstand Ventures
New York
$2M +$183K +1,790 +9%
Wells Fargo
35
Wells Fargo
California
$1.92M +$826K +8,096 +68%
BCM
36
Brookstone Capital Management
Illinois
$1.88M -$297K -2,906 -13%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$1.87M +$159K +1,555 +9%
EH
38
Equitable Holdings
New York
$1.59M
MG
39
Mather Group
Illinois
$1.57M -$86.3K -846 -5%
SPIA
40
Steward Partners Investment Advisory
New York
$1.57M
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.54M -$110K -1,076 -6%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$1.51M -$10.1K -99 -0.6%
FTUS
43
Flow Traders U.S.
New York
$1.49M +$1.59M +15,568 New
VAF
44
Values Added Financial
District of Columbia
$1.49M +$40.5K +397 +3%
KWM
45
Keebeck Wealth Management
Illinois
$1.48M -$474K -4,646 -23%
FFA
46
Farther Finance Advisors
California
$1.46M -$115K -1,129 -7%
FF
47
Friedenthal Financial
New Jersey
$1.37M
CWS
48
Cypress Wealth Services
California
$1.3M -$189K -1,848 -12%
OWM
49
Orgel Wealth Management
Wisconsin
$1.27M +$172K +1,686 +15%
BDFN
50
Bond & Devick Financial Network
Minnesota
$1.2M +$288K +2,822 +29%