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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
101
BlackRock
New York
$531K
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$520K -$25.6K -200 -5%
Cerity Partners
103
Cerity Partners
New York
$515K +$132K +1,036 +36%
Mariner
104
Mariner
Kansas
$495K
PRP
105
Peak Retirement Planning
Ohio
$491K +$147K +1,151 +45%
NCM
106
Novare Capital Management
North Carolina
$483K
RWA
107
Redhawk Wealth Advisors
Minnesota
$480K +$1.02K +8 +0.2%
MWA
108
Madson Wealth Advisors
California
$471K -$30.9K -242 -6%
FG
109
Foster Group
Iowa
$462K -$3.96K -31 -0.9%
HWM
110
Horizon Wealth Management
Illinois
$461K +$8.82K +69 +2%
SM
111
Sweeney & Michel
California
$456K -$5.5K -43 -1%
WA
112
Win Advisors
Florida
$453K -$46.5K -364 -10%
SB
113
Strategic Blueprint
Georgia
$452K
PAG
114
Private Advisor Group
New Jersey
$447K -$300K -2,345 -41%
MFA
115
Mayflower Financial Advisors
Massachusetts
$428K
MA
116
MKT Advisors
California
$415K
G
117
GenTrust
Florida
$413K
MML Investors Services
118
MML Investors Services
Massachusetts
$406K +$35.9K +281 +10%
LC
119
Landaas & Company
Wisconsin
$401K
Morgan Stanley
120
Morgan Stanley
New York
$392K +$51.9K +406 +16%
VW
121
Veridan Wealth
Oregon
$387K -$10.5K -82 -3%
KAS
122
Kestra Advisory Services
Texas
$385K +$104K +814 +39%
BAM
123
BOS Asset Management
Illinois
$381K
EWA
124
EP Wealth Advisors
California
$374K
BIA
125
Bigelow Investment Advisors
Maine
$374K +$511 +4 +0.1%