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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$373K +$63.3K +495 +21%
AQR Capital Management
127
AQR Capital Management
Connecticut
$368K
BW
128
Balance Wealth
Ohio
$368K -$49.3K -386 -12%
PA
129
Parallel Advisors
California
$367K
IA
130
IFP Advisors
Florida
$364K
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$348K
RW
132
Ridgeline Wealth
Arizona
$339K -$128 -1 -0%
VFP
133
Vested Financial Planning
California
$338K
MSA
134
Marino Stram & Associates
Massachusetts
$325K
AWC
135
Abundance Wealth Counselors
Pennsylvania
$324K +$312K +2,438 New
NA
136
NewEdge Advisors
Louisiana
$321K +$309K +2,418 New
OCM
137
One Capital Management
California
$318K
ZF
138
Zhang Financial
Michigan
$310K
FCM
139
Firestone Capital Management
Florida
$308K +$639 +5 +0.2%
LPAM
140
Lodestar Private Asset Management
California
$297K +$511 +4 +0.2%
WBG
141
Wharton Business Group
Pennsylvania
$292K -$67.1K -525 -19%
IFWM
142
Institute for Wealth Management
Colorado
$292K
HGWM
143
Horst & Graben Wealth Management
Oregon
$292K -$256 -2 -0.1%
NAM
144
NorthCrest Asset Manangement
Minnesota
$276K +$266K +2,082 New
MAMG
145
Milestone Asset Management Group
Connecticut
$268K -$10.5K -82 -4%
DT
146
Diversified Trust
Tennessee
$252K
KWA
147
Kingswood Wealth Advisors
California
$247K
WETS
148
Wealth Enhancement Trust Services
South Dakota
$241K
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$239K
WA
150
Wealth Alliance
New York
$237K