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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
176
Cherry Tree Wealth Management
Minnesota
$11.9K
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$9.1K
MSFP
178
Mark Sheptoff Financial Planning
Connecticut
$9.1K
RF
179
Rossby Financial
Florida
$6.93K +$6.81K +57 New
HWA
180
HHM Wealth Advisors
Tennessee
$5.58K -$10.9K -91 -66%
UBS Group
181
UBS Group
Switzerland
$4K +$2.03K +17 +106%
IIM
182
IFC & Insurance Marketing
California
$4K +$3.82K +32 New
AWM
183
Abound Wealth Management
Tennessee
$3.03K
FFL
184
Financial Freedom LLC
Ohio
$2.55K
BFO
185
Biltmore Family Office
North Carolina
$970
SWP
186
Strategic Wealth Partners
Ohio
$5 -$4.06K -34 Closed
Goldman Sachs
187
Goldman Sachs
New York
-$4.6M -39,335 Closed
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
-$319K -2,725 Closed
FTUS
189
Flow Traders U.S.
New York
-$288K -2,463 Closed
NL
190
NWAM LLC
Washington
-$288K -2,436 Closed
TWP
191
Triad Wealth Partners
Kansas
-$240K -2,050 Closed
ASN
192
Advisory Services Network
Georgia
-$165K -1,406 Closed
TRCT
193
Tower Research Capital (TRC)
New York
-$164K -1,405 Closed
RFP
194
Root Financial Partners
California
-$154K -1,318 Closed
MCM
195
Manchester Capital Management
Vermont
-$361 -3 Closed