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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
101
DB Wealth Management Group
California
$38K
SWM
102
Spire Wealth Management
Virginia
$29K +$32.8K +476 New
MCC
103
Money Concepts Capital
Florida
$28K
AA
104
Ancora Advisors
Ohio
$27K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$23K +$6.9K +100 +45%
FRA
106
Front Row Advisors
California
$21K -$1.1K -16 -5%
APA
107
American Portfolios Advisors
New York
$18.7K
First Manhattan
108
First Manhattan
New York
$18K +$20.7K +300 New
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$15K
YAL
110
Your Advocates Ltd
Texas
$12K +$69 +1 +0.5%
HWA
111
HHM Wealth Advisors
Tennessee
$10K
HWP
112
Highline Wealth Partners
California
$7.72K +$8.62K +125 New
Morgan Stanley
113
Morgan Stanley
New York
$4K -$25.4K -368 -86%
EIP
114
Ellis Investment Partners
Pennsylvania
$2K +$69 +1 +2%
SFS
115
Security Financial Services
Indiana
-$3.8M -57,198 Closed
NCM
116
Northland Capital Management
Minnesota
-$2.68M -40,427 Closed
OAP
117
One Advisory Partners
Kansas
-$928K -13,981 Closed
OMC
118
Old Mission Capital
Illinois
-$769K -11,579 Closed
HFA
119
High Falls Advisors
New York
-$548K -8,253 Closed
RCS
120
Retirement Capital Strategies
California
-$536K -8,070 Closed
DAS
121
Dynamic Advisor Solutions
Arizona
-$454K -6,844 Closed
USCWA
122
U.S. Capital Wealth Advisors
Texas
-$237K -3,566 Closed
RJFSA
123
Raymond James Financial Services Advisors
Florida
-$207K -3,125 Closed
MHR
124
Matthew Hamilton Rosenberg
-$80K -1,192 Closed
DC
125
Darrow Company
Massachusetts
-$52K -796 Closed