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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Win Advisors
Florida
$429K +$454K +3,775 New
Mariner
102
Mariner
Kansas
$423K -$105K -871 -19%
NCM
103
Novare Capital Management
North Carolina
$413K -$14.1K -117 -3%
RWA
104
Redhawk Wealth Advisors
Minnesota
$410K +$42.3K +352 +11%
SM
105
Sweeney & Michel
California
$401K -$50.4K -419 -11%
FG
106
Foster Group
Iowa
$399K -$15.5K -129 -4%
SB
107
Strategic Blueprint
Georgia
$387K – – –
HWM
108
Horizon Wealth Management
Illinois
$387K +$3.97K +33 +1%
PGFG
109
Pine Grove Financial Group
Minnesota
$381K – – –
MFA
110
Mayflower Financial Advisors
Massachusetts
$366K – – –
MA
111
MKT Advisors
California
$360K – – –
BW
112
Balance Wealth
Ohio
$359K -$21.6K -180 -5%
G
113
GenTrust
Florida
$354K – – –
LC
114
Landaas & Company
Wisconsin
$343K – – –
UAS
115
United Asset Strategies
New York
$341K +$8.65K +72 +2%
VW
116
Veridan Wealth
Oregon
$341K -$9.13K -76 -2%
BAM
117
BOS Asset Management
Illinois
$326K – – –
Cerity Partners
118
Cerity Partners
New York
$323K – – –
Citigroup
119
Citigroup
New York
$323K +$39.8K +331 +13%
CW
120
CreativeOne Wealth
Kansas
$321K -$4.57K -38 -1%
EWA
121
EP Wealth Advisors
California
$320K – – –
BIA
122
Bigelow Investment Advisors
Maine
$319K +$338K +2,810 New
OCM
123
One Capital Management
California
$318K – – –
MML Investors Services
124
MML Investors Services
Massachusetts
$316K -$12.1K -101 -4%
AQR Capital Management
125
AQR Capital Management
Connecticut
$315K – – –