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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
76
DHK Financial Advisors
New Hampshire
$480K +$448K +5,691 New
G
77
GenTrust
Florida
$479K
WBG
78
Wharton Business Group
Pennsylvania
$462K
EWA
79
EverSource Wealth Advisors
Alabama
$438K
AM
80
AGF Management
Ontario, Canada
$430K +$102K +1,300 +34%
MFA
81
Mayflower Financial Advisors
Massachusetts
$415K -$118K -1,502 -23%
TWM
82
TSA Wealth Management
Texas
$411K +$384K +4,874 New
HFA
83
High Falls Advisors
New York
$406K +$24.6K +312 +7%
IC
84
IEQ Capital
California
$395K +$551 +7 +0.1%
UAS
85
United Asset Strategies
New York
$394K -$43.8K -556 -11%
SB
86
Strategic Blueprint
Georgia
$394K -$65.9K -836 -15%
CAN
87
Cetera Advisor Networks
California
$392K +$630 +8 +0.2%
TRCT
88
Tower Research Capital (TRC)
New York
$346K +$235K +2,986 +268%
Stifel Financial
89
Stifel Financial
Missouri
$345K -$67K -851 -17%
SWA
90
Stratos Wealth Advisors
Ohio
$344K -$29.1K -369 -8%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$338K +$3.7K +47 +1%
HI
92
Harbour Investments
Wisconsin
$332K +$268K +3,405 +638%
NL
93
NWAM LLC
Washington
$322K -$11.8K -150 -4%
ACA
94
Affinity Capital Advisors
California
$322K -$57.3K -727 -16%
ASN
95
Advisory Services Network
Georgia
$306K +$13.7K +174 +5%
DT
96
Diversified Trust
Tennessee
$304K
RIA
97
Regal Investment Advisors
Michigan
$275K +$2.44K +31 +1%
FCM
98
Firestone Capital Management
Florida
$264K +$1.65K +21 +0.7%
MRC
99
Millburn Ridgefield Corp
New York
$264K +$246K +3,126 New
MA
100
MKT Advisors
California
$260K