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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
51
Mayflower Financial Advisors
Massachusetts
$727K -$466K -6,722 -40%
PAG
52
Private Advisor Group
New Jersey
$699K +$831 +12 +0.1%
UAS
53
United Asset Strategies
New York
$675K +$104K +1,503 +32%
RJA
54
Raymond James & Associates
Florida
$630K -$3.67K -53 -0.6%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$615K -$241K -3,475 -29%
CI Investments Inc
56
CI Investments Inc
Ontario, Canada
$608K -$100K -1,450 -15%
MG
57
Mather Group
Illinois
$596K
SB
58
Strategic Blueprint
Georgia
$592K +$218K +3,141 +61%
OCM
59
One Capital Management
California
$580K +$2.42K +35 +0.4%
BFG
60
Beacon Financial Group
Texas
$572K -$87.6K -1,265 -16%
DA
61
Detalus Advisors
Missouri
$537K +$522K +7,530 New
FWP
62
Firethorn Wealth Partners
Georgia
$531K -$263K -3,793 -34%
ICM
63
IMS Capital Management
Oregon
$528K
SWP
64
Stratos Wealth Partners
Ohio
$517K +$503K +7,256 New
GIA
65
Goodwin Investment Advisory
Georgia
$510K -$12.5K -180 -2%
WBG
66
Wharton Business Group
Pennsylvania
$501K +$14.2K +205 +3%
AM
67
AGF Management
Ontario, Canada
$492K -$6.93K -100 -1%
RSWM
68
Robertson Stephens Wealth Management
California
$489K -$402K -5,797 -46%
PCMC
69
Private Capital Management (Colorado)
Colorado
$465K -$239K -3,451 -35%
SM
70
Sweeney & Michel
California
$450K +$417K +6,023 New
COCM
71
Charter Oak Capital Management
New Hampshire
$449K
Goldman Sachs
72
Goldman Sachs
New York
$428K -$715K -10,319 -63%
EWA
73
EverSource Wealth Advisors
Alabama
$413K -$22.5K -325 -5%
FFA
74
Farther Finance Advisors
California
$405K -$33.7K -487 -8%
G
75
GenTrust
Florida
$404K