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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
101
Wharton Business Group
Pennsylvania
$399K -$116K -1,115 -22%
KWA
102
Kingswood Wealth Advisors
California
$398K +$402K +3,858 New
FFA
103
Fragasso Financial Advisors
Pennsylvania
$393K
MFA
104
Mayflower Financial Advisors
Massachusetts
$393K -$1.04K -10 -0.3%
CW
105
CreativeOne Wealth
Kansas
$367K -$114K -1,091 -23%
DT
106
Diversified Trust
Tennessee
$352K
RW
107
Ridgeline Wealth
Arizona
$345K +$349K +3,350 New
AF
108
Apexium Financial
Texas
$343K +$6.57K +63 +2%
SB
109
Strategic Blueprint
Georgia
$341K -$20.4K -196 -6%
FG
110
Foster Group
Iowa
$333K +$4.38K +42 +1%
MA
111
MKT Advisors
California
$330K
NL
112
NWAM LLC
Washington
$319K
HWM
113
HB Wealth Management
Georgia
$319K -$14.7K -141 -4%
RIA
114
Regal Investment Advisors
Michigan
$316K -$17.3K -166 -5%
Citigroup
115
Citigroup
New York
$310K +$626 +6 +0.2%
DAS
116
Dynamic Advisor Solutions
Arizona
$305K -$8.24K -79 -3%
FCM
117
Firestone Capital Management
Florida
$301K +$521 +5 +0.2%
BAM
118
BOS Asset Management
Illinois
$296K
JWM
119
JGP Wealth Management
Oregon
$289K +$8.97K +86 +3%
BMD
120
Better Money Decisions
New Mexico
$288K -$39.9K -383 -12%
Mariner
121
Mariner
Kansas
$286K +$5.11K +49 +2%
PA
122
Parallel Advisors
California
$285K
HWM
123
Horizon Wealth Management
Illinois
$271K +$39.7K +381 +17%
AA
124
Armis Advisers
Georgia
$263K +$266K +2,555 New
UBS Group
125
UBS Group
Switzerland
$261K +$227K +2,177 +610%