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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
126
NWAM LLC
Washington
$271K
MSA
127
Marino Stram & Associates
Massachusetts
$266K
Citigroup
128
Citigroup
New York
$255K -$67K -672 -22%
LPAM
129
Lodestar Private Asset Management
California
$252K +$598 +6 +0.3%
MAMG
130
Milestone Asset Management Group
Connecticut
$243K +$100 +1 +0%
IFWM
131
Institute for Wealth Management
Colorado
$238K
HGWM
132
Horst & Graben Wealth Management
Oregon
$233K +$215K +2,152 New
TWP
133
Triad Wealth Partners
Kansas
$222K +$204K +2,050 New
RCS
134
Retirement Capital Strategies
California
$207K -$857K -8,596 -82%
FPF
135
First Pacific Financial
Washington
$182K
CAM
136
Clarity Asset Management
Iowa
$160K +$100 +1 +0.1%
EPW
137
Evergreen Private Wealth
Colorado
$154K
SS
138
Sunbelt Securities
Texas
$151K
YAL
139
Your Advocates Ltd
Texas
$114K +$100 +1 +0.1%
US Bancorp
140
US Bancorp
Minnesota
$111K
NA
141
NewEdge Advisors
Louisiana
$107K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$107K +$25.6K +257 +35%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$92K +$15.6K +156 +22%
DIP
144
DT Investment Partners
Pennsylvania
$63.6K +$5.68K +57 +11%
AWM
145
Angeles Wealth Management
California
$61.4K +$56.5K +567 New
KFGG
146
Keystone Financial Group (Georgia)
Georgia
$58K
LFG
147
Larson Financial Group
Missouri
$51.3K +$20.7K +208 +78%
FHA
148
First Horizon Advisors
Tennessee
$45.6K +$41.9K +420 New
GIA
149
GHP Investment Advisors
Colorado
$34.7K
FNWA
150
Financial Network Wealth Advisors
Utah
$32.7K -$39.3K -394 -57%