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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DT
76
Diversified Trust
Tennessee
$302K -$13.3K -170 -4%
FCM
77
Firestone Capital Management
Florida
$302K +$8.28K +106 +3%
KWM
78
Keebeck Wealth Management
Illinois
$296K +$292K +3,735 New
Bank of New York Mellon
79
Bank of New York Mellon
New York
$278K -$21.1K -270 -7%
JP Morgan Chase
80
JP Morgan Chase
New York
$273K +$269K +3,437 New
UAS
81
United Asset Strategies
New York
$251K +$31.4K +402 +14%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$248K -$1.56K -20 -0.6%
MML Investors Services
83
MML Investors Services
Massachusetts
$231K +$228K +2,916 New
PA
84
Parallel Advisors
California
$222K
CAN
85
Cetera Advisor Networks
California
$222K +$219K +2,803 New
FG
86
Foster Group
Iowa
$216K +$18.6K +238 +10%
BAM
87
Belpointe Asset Management
Nevada
$158K +$156K +1,999 New
CA
88
Clearstead Advisors
Ohio
$146K +$24.2K +310 +20%
MRC
89
Millburn Ridgefield Corp
New York
$110K +$109K +1,390 New
GIA
90
GHP Investment Advisors
Colorado
$77K +$75.7K +969 New
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$69.6K +891 New
CT
92
Cambridge Trust
Massachusetts
$55K
DWMG
93
DB Wealth Management Group
California
$49K
IA
94
IFP Advisors
Florida
$44K -$7.42K -95 -9%
MCC
95
Money Concepts Capital
Florida
$36K -$58.6K -750 -62%
Morgan Stanley
96
Morgan Stanley
New York
$34K -$31.3K -400 -48%
AA
97
Ancora Advisors
Ohio
$34K
FRA
98
Front Row Advisors
California
$28K
GRP
99
Global Retirement Partners
California
$28K +$32.3K +413 New
APA
100
American Portfolios Advisors
New York
$24K -$2.42K -31 -9%