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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Compass Ion Advisors
Pennsylvania
$724K +$751K +9,600 New
William Blair & Company
52
William Blair & Company
Illinois
$704K -$313 -4 -0%
RJA
53
Raymond James & Associates
Florida
$667K
OCM
54
One Capital Management
California
$651K +$18K +230 +3%
SWP
55
Stratos Wealth Partners
Ohio
$650K +$88.5K +1,131 +15%
AAS
56
Avantax Advisory Services
Texas
$622K +$646K +8,248 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$604K -$356K -4,547 -36%
Two Sigma Investments
58
Two Sigma Investments
New York
$581K +$603K +7,700 New
T
59
TCWP
Ohio
$549K -$2.41M -30,802 -81%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$545K -$126K -1,610 -18%
ICM
61
IMS Capital Management
Oregon
$541K -$17.6K -225 -3%
BFG
62
Beacon Financial Group
Texas
$529K
PAG
63
Private Advisor Group
New Jersey
$510K +$17.3K +221 +3%
PCMC
64
Private Capital Management (Colorado)
Colorado
$510K
CW
65
CreativeOne Wealth
Kansas
$491K +$510K +6,516 New
VAF
66
Values Added Financial
District of Columbia
$485K +$1.72K +22 +0.3%
MFA
67
Mayflower Financial Advisors
Massachusetts
$484K -$194K -2,476 -28%
COCM
68
Charter Oak Capital Management
New Hampshire
$475K
FWP
69
Firethorn Wealth Partners
Georgia
$475K -$81K -1,035 -14%
CI Investments Inc
70
CI Investments Inc
Ontario, Canada
$444K +$32.5K +415 +8%
G
71
GenTrust
Florida
$430K
SB
72
Strategic Blueprint
Georgia
$415K -$68.9K -880 -14%
WBG
73
Wharton Business Group
Pennsylvania
$413K -$89.6K -1,145 -17%
KFP
74
KB Financial Partners
New Jersey
$410K -$2.35K -30 -0.5%
FFA
75
Farther Finance Advisors
California
$404K +$1.49K +19 +0.4%