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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$534K +$212K +1,661 +70%
BlackRock
102
BlackRock
New York
$531K – – –
CI Investments Inc
103
CI Investments Inc
Ontario, Canada
$520K -$25.6K -200 -5%
Cerity Partners
104
Cerity Partners
New York
$515K +$132K +1,036 +36%
Mariner
105
Mariner
Kansas
$495K – – –
PRP
106
Peak Retirement Planning
Ohio
$491K +$147K +1,151 +45%
NCM
107
Novare Capital Management
North Carolina
$483K – – –
RWA
108
Redhawk Wealth Advisors
Minnesota
$480K +$1.02K +8 +0.2%
MWA
109
Madson Wealth Advisors
California
$471K -$30.9K -242 -6%
FG
110
Foster Group
Iowa
$462K -$3.96K -31 -0.9%
HWM
111
Horizon Wealth Management
Illinois
$461K +$8.82K +69 +2%
SM
112
Sweeney & Michel
California
$456K -$5.5K -43 -1%
WA
113
Win Advisors
Florida
$453K -$46.5K -364 -10%
SB
114
Strategic Blueprint
Georgia
$452K – – –
PAG
115
Private Advisor Group
New Jersey
$447K -$300K -2,345 -41%
PGFG
116
Pine Grove Financial Group
Minnesota
$440K -$5.5K -43 -1%
MFA
117
Mayflower Financial Advisors
Massachusetts
$428K – – –
MA
118
MKT Advisors
California
$415K – – –
G
119
GenTrust
Florida
$413K – – –
MML Investors Services
120
MML Investors Services
Massachusetts
$406K +$35.9K +281 +10%
LC
121
Landaas & Company
Wisconsin
$401K – – –
Morgan Stanley
122
Morgan Stanley
New York
$392K +$51.9K +406 +16%
VW
123
Veridan Wealth
Oregon
$387K -$10.5K -82 -3%
KAS
124
Kestra Advisory Services
Texas
$385K +$104K +814 +39%
BAM
125
BOS Asset Management
Illinois
$381K – – –