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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
126
Institute for Wealth Management
Colorado
$257K
HGWM
127
Horst & Graben Wealth Management
Oregon
$252K
TWP
128
Triad Wealth Partners
Kansas
$240K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$238K +$133K +1,186 +140%
DT
130
Diversified Trust
Tennessee
$235K -$62.4K -555 -22%
RCS
131
Retirement Capital Strategies
California
$224K
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$211K +$202K +1,800 New
KWA
133
Kingswood Wealth Advisors
California
$211K +$202K +1,800 New
CWS
134
Confluence Wealth Services
Pennsylvania
$205K +$197K +1,755 New
FPF
135
First Pacific Financial
Washington
$197K +$562 +5 +0.3%
AWM
136
AE Wealth Management
Kansas
$182K +$174K +1,551 New
CAM
137
Clarity Asset Management
Iowa
$173K +$449 +4 +0.3%
SS
138
Sunbelt Securities
Texas
$171K
GMA
139
Glassy Mountain Advisors
Maryland
$167K +$161K +1,430 New
EPW
140
Evergreen Private Wealth
Colorado
$166K -$449 -4 -0.3%
ASN
141
Advisory Services Network
Georgia
$165K +$158K +1,406 New
TRCT
142
Tower Research Capital (TRC)
New York
$164K +$136K +1,209 +617%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$162K +$44.8K +399 +41%
RFP
144
Root Financial Partners
California
$154K +$148K +1,318 New
FCT
145
Family Capital Trust
Massachusetts
$140K +$135K +1,200 New
YAL
146
Your Advocates Ltd
Texas
$123K
US Bancorp
147
US Bancorp
Minnesota
$120K
NA
148
NewEdge Advisors
Louisiana
$116K
DIP
149
DT Investment Partners
Pennsylvania
$69.1K +$337 +3 +0.5%
KFGG
150
Keystone Financial Group (Georgia)
Georgia
$61.4K