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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
51
Private Ocean
California
$1.16M -$61.4K -657 -5%
OWM
52
Orgel Wealth Management
Wisconsin
$1.15M +$3.37K +36 +0.3%
CAG
53
Csenge Advisory Group
Florida
$1.06M -$5.79K -62 -0.6%
CIA
54
Compass Ion Advisors
Pennsylvania
$901K
OCM
55
One Capital Management
California
$874K +$4.02K +43 +0.5%
TC
56
TownSquare Capital
Utah
$834K
AAS
57
Avantax Advisory Services
Texas
$824K +$19.9K +213 +3%
PAS
58
Park Avenue Securities
New York
$815K -$6.73K -72 -0.9%
William Blair & Company
59
William Blair & Company
Illinois
$811K -$5.89K -63 -0.8%
SWP
60
Stratos Wealth Partners
Ohio
$787K +$4.77K +51 +0.6%
MOS
61
MGO One Seven
Ohio
$782K
T
62
TCWP
Ohio
$733K
ICM
63
IMS Capital Management
Oregon
$717K +$748 +8 +0.1%
PAG
64
Private Advisor Group
New Jersey
$708K -$106K -1,135 -14%
PCMC
65
Private Capital Management (Colorado)
Colorado
$700K -$26.2K -280 -4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$615K -$54.3K -581 -8%
COCM
67
Charter Oak Capital Management
New Hampshire
$608K
AWM
68
Aries Wealth Management
Maine
$582K
WA
69
Wealth Alliance
New York
$582K -$152K -1,629 -21%
BFG
70
Beacon Financial Group
Texas
$574K -$27.9K -298 -5%
CI Investments Inc
71
CI Investments Inc
Ontario, Canada
$569K -$32.7K -350 -6%
G
72
GenTrust
Florida
$553K
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$539K +$1.12K +12 +0.2%
EWA
74
EverSource Wealth Advisors
Alabama
$499K
SVWG
75
Shared Vision Wealth Group
United States
$497K -$83.5K -893 -15%