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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EP Wealth Advisors
California
$374K – – –
BIA
127
Bigelow Investment Advisors
Maine
$374K +$511 +4 +0.1%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$373K +$63.3K +495 +21%
AQR Capital Management
129
AQR Capital Management
Connecticut
$368K – – –
BW
130
Balance Wealth
Ohio
$368K -$49.3K -386 -12%
PA
131
Parallel Advisors
California
$367K – – –
IA
132
IFP Advisors
Florida
$364K – – –
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$348K – – –
RW
134
Ridgeline Wealth
Arizona
$339K -$128 -1 -0%
VFP
135
Vested Financial Planning
California
$338K – – –
MSA
136
Marino Stram & Associates
Massachusetts
$325K – – –
AWC
137
Abundance Wealth Counselors
Pennsylvania
$324K +$312K +2,438 New
NA
138
NewEdge Advisors
Louisiana
$321K +$309K +2,418 New
OCM
139
One Capital Management
California
$318K – – –
ZF
140
Zhang Financial
Michigan
$310K – – –
FCM
141
Firestone Capital Management
Florida
$308K +$639 +5 +0.2%
LPAM
142
Lodestar Private Asset Management
California
$297K +$511 +4 +0.2%
WBG
143
Wharton Business Group
Pennsylvania
$292K -$67.1K -525 -19%
IFWM
144
Institute for Wealth Management
Colorado
$292K – – –
HGWM
145
Horst & Graben Wealth Management
Oregon
$292K -$256 -2 -0.1%
NAM
146
NorthCrest Asset Manangement
Minnesota
$276K +$266K +2,082 New
MAMG
147
Milestone Asset Management Group
Connecticut
$268K -$10.5K -82 -4%
DT
148
Diversified Trust
Tennessee
$252K – – –
KWA
149
Kingswood Wealth Advisors
California
$247K – – –
WETS
150
Wealth Enhancement Trust Services
South Dakota
$241K – – –