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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.6M -$181K -1,516 -5%
BL
27
BFSG LLC
California
$3.44M
LPL Financial
28
LPL Financial
California
$3.16M +$92.4K +773 +3%
Raymond James Financial
29
Raymond James Financial
Florida
$3M -$131K -1,094 -4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.89M +$54.9K +459 +2%
Wells Fargo
31
Wells Fargo
California
$2.85M -$61.4K -514 -2%
OFG
32
Omega Financial Group
California
$2.52M -$121K -1,014 -5%
BCM
33
Brookstone Capital Management
Illinois
$2.52M +$144K +1,205 +6%
Corient Private Wealth
34
Corient Private Wealth
Florida
$2.32M -$897K -7,509 -28%
KV
35
Kickstand Ventures
New York
$2.2M
EH
36
Equitable Holdings
New York
$2.18M +$166K +1,385 +8%
WANY
37
Wealthspire Advisors (New York)
New York
$2.08M +$609K +5,094 +42%
MG
38
Mather Group
Illinois
$2.07M
HWM
39
HB Wealth Management
Georgia
$2.06M +$309K +2,583 +18%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$2.05M +$129K +1,079 +7%
SPIA
41
Steward Partners Investment Advisory
New York
$1.99M
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.97M -$24.4K -204 -1%
CIAS
43
CFS Investment Advisory Services
New Jersey
$1.94M -$10.6K -89 -0.6%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$1.9M -$120 -1 -0%
VAF
45
Values Added Financial
District of Columbia
$1.88M
SWA
46
Sax Wealth Advisors
New Jersey
$1.87M -$1.07M -8,942 -37%
KWM
47
Keebeck Wealth Management
Illinois
$1.85M
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.78M -$1.97M -16,442 -53%
BDFN
49
Bond & Devick Financial Network
Minnesota
$1.76M -$69.8K -584 -4%
OWM
50
Orgel Wealth Management
Wisconsin
$1.67M -$25.7K -215 -2%