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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
76
Charter Oak Capital Management
New Hampshire
$643K
AWM
77
Aries Wealth Management
Maine
$616K
BFG
78
Beacon Financial Group
Texas
$606K -$1.36K -13 -0.2%
PCMC
79
Private Capital Management (Colorado)
Colorado
$602K -$118K -1,134 -16%
G
80
GenTrust
Florida
$585K
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$573K +$1.77K +17 +0.3%
CI Investments Inc
82
CI Investments Inc
Ontario, Canada
$553K -$28.7K -275 -5%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$552K +$552K +5,297 +8,684%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$545K +$15.3K +147 +3%
VFP
85
Vested Financial Planning
California
$533K +$539K +5,169 New
SVWG
86
Shared Vision Wealth Group
United States
$525K
EWA
87
EverSource Wealth Advisors
Alabama
$512K -$14.6K -140 -3%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$499K -$129K -1,236 -20%
SIA
89
SkyView Investment Advisors
New Jersey
$494K -$19.5K -187 -4%
FWP
90
Firethorn Wealth Partners
Georgia
$478K -$2.5K -24 -0.5%
AM
91
AGF Management
Ontario, Canada
$464K -$20.9K -200 -4%
SWA
92
Stratos Wealth Advisors
Ohio
$464K +$34.1K +327 +8%
IC
93
IEQ Capital
California
$463K +$313 +3 +0.1%
UAS
94
United Asset Strategies
New York
$439K -$13.1K -126 -3%
HI
95
Humankind Investments
New York
$424K +$428K +4,105 New
NCM
96
Novare Capital Management
North Carolina
$421K -$10.4K -100 -2%
PI
97
PFG Investments
New York
$418K +$28.6K +274 +7%
Cerity Partners
98
Cerity Partners
New York
$409K +$118K +1,129 +40%
RWA
99
Redhawk Wealth Advisors
Minnesota
$403K +$1.36K +13 +0.3%
VW
100
Veridan Wealth
Oregon
$400K +$402K +3,856 New