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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAF
51
Values Added Financial
District of Columbia
$895K +$329K +4,180 +65%
SFG
52
SNS Financial Group
Minnesota
$828K +$11.4K +145 +2%
CIA
53
Compass Ion Advisors
Pennsylvania
$810K
OCM
54
One Capital Management
California
$753K +$22.8K +290 +3%
PAS
55
Park Avenue Securities
New York
$738K +$466K +5,921 +210%
PAG
56
Private Advisor Group
New Jersey
$731K +$149K +1,895 +28%
William Blair & Company
57
William Blair & Company
Illinois
$715K -$67.8K -860 -9%
AAS
58
Avantax Advisory Services
Texas
$696K
SWP
59
Stratos Wealth Partners
Ohio
$686K -$38.4K -487 -6%
MOS
60
MGO One Seven
Ohio
$674K +$629K +7,982 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$640K -$33.9K -430 -5%
T
62
TCWP
Ohio
$635K +$19.5K +248 +3%
ICM
63
IMS Capital Management
Oregon
$606K
PCMC
64
Private Capital Management (Colorado)
Colorado
$599K +$26.9K +342 +5%
FFA
65
Farther Finance Advisors
California
$566K +$106K +1,343 +25%
BFG
66
Beacon Financial Group
Texas
$564K +$3.86K +49 +0.7%
TLFA
67
True Link Financial Advisors
California
$555K -$766K -9,729 -60%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$527K +$492K +6,247 New
COCM
69
Charter Oak Capital Management
New Hampshire
$527K -$4.73K -60 -1%
SVWG
70
Shared Vision Wealth Group
United States
$508K +$474K +6,017 New
Two Sigma Investments
71
Two Sigma Investments
New York
$506K -$134K -1,700 -22%
CI Investments Inc
72
CI Investments Inc
Ontario, Canada
$504K +$5.91K +75 +1%
Goldman Sachs
73
Goldman Sachs
New York
$500K +$467K +5,928 New
CW
74
CreativeOne Wealth
Kansas
$493K -$53.1K -674 -10%
FWP
75
Firethorn Wealth Partners
Georgia
$493K -$36K -457 -7%