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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
126
Davis Wealth Advisors
New Hampshire
$289K +$285K +2,383 New
FCM
127
Firestone Capital Management
Florida
$280K -$61.1K -511 -18%
MAMG
128
Milestone Asset Management Group
Connecticut
$273K +$120 +1 +0%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$271K +$101K +847 +61%
LPAM
130
Lodestar Private Asset Management
California
$270K -$8.84K -74 -3%
IFWM
131
Institute for Wealth Management
Colorado
$267K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$264K +$16.9K +141 +7%
HGWM
133
Horst & Graben Wealth Management
Oregon
$261K
DT
134
Diversified Trust
Tennessee
$243K
RCS
135
Retirement Capital Strategies
California
$232K
KWA
136
Kingswood Wealth Advisors
California
$226K +$7.41K +62 +3%
WETS
137
Wealth Enhancement Trust Services
South Dakota
$220K +$217K +1,814 New
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$218K
WA
139
Wealth Alliance
New York
$216K +$213K +1,782 New
CWS
140
Confluence Wealth Services
Pennsylvania
$215K +$2.15K +18 +1%
SS
141
Sunbelt Securities
Texas
$207K +$29.3K +245 +17%
FPF
142
First Pacific Financial
Washington
$205K +$598 +5 +0.3%
MFP
143
Meridian Financial Partners
Virginia
$205K +$199K +1,669 New
BlackRock
144
BlackRock
New York
$198K +$177K +1,482 +1,008%
CAM
145
Clarity Asset Management
Iowa
$177K -$2.15K -18 -1%
GMA
146
Glassy Mountain Advisors
Maryland
$174K +$478 +4 +0.3%
EPW
147
Evergreen Private Wealth
Colorado
$172K
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$151K +$149K +1,245 New
LFG
149
Larson Financial Group
Missouri
$146K +$99.3K +831 +223%
FCT
150
Family Capital Trust
Massachusetts
$146K