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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
76
KB Financial Partners
New Jersey
$402K -$12.1K -175 -3%
SWA
77
Stratos Wealth Advisors
Ohio
$366K -$14.9K -215 -4%
ASN
78
Advisory Services Network
Georgia
$356K -$10.3K -148 -3%
Stifel Financial
79
Stifel Financial
Missouri
$352K +$485 +7 +0.1%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$351K -$6.58K -95 -2%
CAN
81
Cetera Advisor Networks
California
$339K -$76.6K -1,106 -19%
IC
82
IEQ Capital
California
$319K +$30.1K +435 +11%
RIA
83
Regal Investment Advisors
Michigan
$318K +$309K +4,461 New
BPA
84
Beacon Pointe Advisors
California
$317K +$308K +4,446 New
RFP
85
RCS Financial Planning
Maryland
$314K +$69.7K +1,007 +30%
RCG
86
Regatta Capital Group
California
$303K
HighTower Advisors
87
HighTower Advisors
Illinois
$295K -$96.2K -1,389 -25%
DT
88
Diversified Trust
Tennessee
$257K -$5.54K -80 -2%
SP
89
SWS Partners
Ohio
$237K +$230K +3,325 New
HPM
90
Hoxton Planning & Management
West Virginia
$231K -$462K -6,664 -67%
HFA
91
High Falls Advisors
New York
$225K +$218K +3,153 New
MA
92
MKT Advisors
California
$221K
D
93
Dentgroup
Louisiana
$206K -$313K -4,520 -61%
JWM
94
JGP Wealth Management
Oregon
$204K +$198K +2,856 New
PA
95
Parallel Advisors
California
$197K
WIM
96
WealthPlan Investment Management
Nebraska
$140K +$136K +1,968 New
UBS Group
97
UBS Group
Switzerland
$114K +$111K +1,604 New
CA
98
Clearstead Advisors
Ohio
$91.2K
Wells Fargo
99
Wells Fargo
California
$82.1K +$8.66K +125 +12%
DIP
100
DT Investment Partners
Pennsylvania
$81.1K +$4.78K +69 +7%