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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$315K -$66.1K -742 -18%
ASN
102
Advisory Services Network
Georgia
$314K -$24.8K -278 -8%
SP
103
SWS Partners
Ohio
$307K +$19.9K +223 +7%
RIA
104
Regal Investment Advisors
Michigan
$306K
PI
105
PFG Investments
New York
$289K +$274K +3,083 New
MA
106
MKT Advisors
California
$288K
FG
107
Foster Group
Iowa
$283K -$3.38K -38 -1%
FCM
108
Firestone Capital Management
Florida
$274K -$18.1K -203 -6%
Cerity Partners
109
Cerity Partners
New York
$273K
BAM
110
BOS Asset Management
Illinois
$270K
AF
111
Apexium Financial
Texas
$260K
PA
112
Parallel Advisors
California
$259K
JWM
113
JGP Wealth Management
Oregon
$255K -$18.2K -204 -7%
DAS
114
Dynamic Advisor Solutions
Arizona
$247K
MSA
115
Marino Stram & Associates
Massachusetts
$230K
LPAM
116
Lodestar Private Asset Management
California
$215K -$14.4K -162 -7%
HPM
117
Hoxton Planning & Management
West Virginia
$211K +$200K +2,245 New
HWM
118
Horizon Wealth Management
Illinois
$208K +$197K +2,214 New
IFWM
119
Institute for Wealth Management
Colorado
$206K +$196K +2,200 New
Morgan Stanley
120
Morgan Stanley
New York
$150K +$69.5K +781 +96%
Citigroup
121
Citigroup
New York
$142K +$64.5K +724 +92%
EPW
122
Evergreen Private Wealth
Colorado
$138K -$7.48K -84 -5%
CA
123
Clearstead Advisors
Ohio
$119K
GIA
124
Goodwin Investment Advisory
Georgia
$113K +$108K +1,208 New
YAL
125
Your Advocates Ltd
Texas
$98.2K