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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$239K – – –
WA
152
Wealth Alliance
New York
$237K – – –
CW
153
CreativeOne Wealth
Kansas
$235K -$135K -1,055 -37%
CWS
154
Confluence Wealth Services
Pennsylvania
$233K +$224K +1,752 New
OCA
155
OpenArc Corporate Advisory
Georgia
$231K +$222K +1,738 New
MFP
156
Meridian Financial Partners
Virginia
$226K +$217K +1,695 New
FPF
157
First Pacific Financial
Washington
$225K +$511 +4 +0.2%
SL
158
Summitry LLC
California
$215K +$207K +1,619 New
CFP
159
Cascade Financial Partners
California
$215K +$207K +1,616 New
SP
160
SWS Partners
Ohio
$212K +$205K +1,600 New
DWA
161
Davis Wealth Advisors
New Hampshire
$210K -$118K -925 -37%
ASN
162
Advisory Services Network
Georgia
$205K +$7.41K +58 +4%
GMA
163
Glassy Mountain Advisors
Maryland
$191K +$383 +3 +0.2%
YAL
164
Your Advocates Ltd
Texas
$189K +$511 +4 +0.3%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$165K – – –
FCT
166
Family Capital Trust
Massachusetts
$159K – – –
LFG
167
Larson Financial Group
Missouri
$145K +$34.6K +271 +33%
KFGG
168
Keystone Financial Group (Georgia)
Georgia
$140K – – –
US Bancorp
169
US Bancorp
Minnesota
$136K – – –
GIA
170
GHP Investment Advisors
Colorado
$127K +$81.2K +635 +198%
AWM
171
AE Wealth Management
Kansas
$117K +$2.68K +21 +2%
DIP
172
DT Investment Partners
Pennsylvania
$86.6K +$1.53K +12 +2%
Vanguard Advisers Inc
173
Vanguard Advisers Inc
Pennsylvania
$74.8K -$128 -1 -0.2%
UBS Group
174
UBS Group
Switzerland
$62.5K +$22K +172 +58%
CFSG
175
Community Financial Services Group
Vermont
$58.9K – – –