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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
101
SWS Partners
Ohio
$257K +$3.94K +50 +2%
JWM
102
JGP Wealth Management
Oregon
$247K +$2.13K +27 +0.9%
Cerity Partners
103
Cerity Partners
New York
$246K +$229K +2,910 New
BAM
104
BOS Asset Management
Illinois
$242K
AF
105
Apexium Financial
Texas
$234K +$218K +2,772 New
PA
106
Parallel Advisors
California
$233K
FG
107
Foster Group
Iowa
$230K
GM
108
GeoWealth Management
Illinois
$222K +$630 +8 +0.3%
DAS
109
Dynamic Advisor Solutions
Arizona
$218K +$207K +2,631 New
LPAM
110
Lodestar Private Asset Management
California
$207K +$193K +2,455 New
MSA
111
Marino Stram & Associates
Massachusetts
$207K +$193K +2,451 New
RFP
112
RCS Financial Planning
Maryland
$205K -$51.8K -657 -21%
EPW
113
Evergreen Private Wealth
Colorado
$131K +$122K +1,551 New
CA
114
Clearstead Advisors
Ohio
$108K
YAL
115
Your Advocates Ltd
Texas
$88.2K +$67.5K +857 +453%
MSWM
116
McGlone Suttner Wealth Management
Wisconsin
$87.7K +$81.9K +1,039 New
NA
117
NewEdge Advisors
Louisiana
$83.5K
LFA
118
LGT Financial Advisors
Texas
$81.4K +$551 +7 +0.7%
Morgan Stanley
119
Morgan Stanley
New York
$68.9K -$25.9K -329 -29%
Citigroup
120
Citigroup
New York
$66.5K +$31.7K +402 +104%
GRP
121
Global Retirement Partners
California
$59.2K +$8.59K +109 +19%
DWMG
122
DB Wealth Management Group
California
$54.2K
GIA
123
GHP Investment Advisors
Colorado
$48.5K
WP
124
WealthShield Partners
North Carolina
$45.5K
DIP
125
DT Investment Partners
Pennsylvania
$43.1K -$49.9K -633 -56%