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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
151
Kingswood Wealth Advisors
California
$212K
TRCT
152
Tower Research Capital (TRC)
New York
$207K +$218K +1,818 New
WETS
153
Wealth Enhancement Trust Services
South Dakota
$206K
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$204K
WA
155
Wealth Alliance
New York
$202K
SS
156
Sunbelt Securities
Texas
$194K
FPF
157
First Pacific Financial
Washington
$192K +$481 +4 +0.2%
ASN
158
Advisory Services Network
Georgia
$169K +$179K +1,489 New
GMA
159
Glassy Mountain Advisors
Maryland
$163K +$481 +4 +0.3%
YAL
160
Your Advocates Ltd
Texas
$161K +$106K +885 +166%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$141K
FCT
162
Family Capital Trust
Massachusetts
$136K
KFGG
163
Keystone Financial Group (Georgia)
Georgia
$120K
US Bancorp
164
US Bancorp
Minnesota
$117K
AWM
165
AE Wealth Management
Kansas
$97.7K
LFG
166
Larson Financial Group
Missouri
$93.5K -$45.8K -381 -32%
DIP
167
DT Investment Partners
Pennsylvania
$72.7K
Vanguard Advisers Inc
168
Vanguard Advisers Inc
Pennsylvania
$64.1K +$67.8K +564 New
HFS
169
Hantz Financial Services
Michigan
$52K
CFSG
170
Community Financial Services Group
Vermont
$50.9K +$53.4K +444 New
MCRM
171
Midway Capital Research & Management
Illinois
$45.4K +$48.1K +400 New
TCM
172
Triumph Capital Management
Colorado
$40.9K
GIA
173
GHP Investment Advisors
Colorado
$36.4K
UBS Group
174
UBS Group
Switzerland
$34K +$32K +266 +806%
HI
175
Harbour Investments
Wisconsin
$30.3K