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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Harbour Investments
Wisconsin
$30.3K – – –
CA
177
CoreCap Advisors
Michigan
$28.4K – – –
AA
178
Ancora Advisors
Ohio
$28.2K – – –
FRA
179
Front Row Advisors
California
$23.9K – – –
NWMP
180
Noble Wealth Management PBC
Colorado
$20.4K – – –
GWS
181
Glassman Wealth Services
Virginia
$19.5K – – –
CFO
182
Capitol Family Office
Oregon
$18.8K – – –
GFA
183
Gladwyn Financial Advisors
Virginia
$14.6K – – –
CAM
184
Clarity Asset Management
Iowa
$13K -$162K -1,347 -92%
CTWM
185
Cherry Tree Wealth Management
Minnesota
$11.1K – – –
MSFP
186
Mark Sheptoff Financial Planning
Connecticut
$9.54K – – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$8.52K – – –
RF
188
Rossby Financial
Florida
$6.57K – – –
HWA
189
HHM Wealth Advisors
Tennessee
$5.23K – – –
BIM
190
Breakwater Investment Management
Washington
$3.29K +$3.48K +29 New
AWM
191
Abound Wealth Management
Tennessee
$2.84K – – –
FFL
192
Financial Freedom LLC
Ohio
$2.39K – – –
BFO
193
Biltmore Family Office
North Carolina
$909 – – –
SWP
194
Strategic Wealth Partners
Ohio
$5 – – –
NPT
195
National Philanthropic Trust
Pennsylvania
– -$18.9M -156,176 Closed
Citadel Advisors
196
Citadel Advisors
Florida
– -$1.03M -8,514 Closed
CWS
197
Confluence Wealth Services
Pennsylvania
– -$215K -1,773 Closed
MFP
198
Meridian Financial Partners
Virginia
– -$205K -1,669 Closed
EPW
199
Evergreen Private Wealth
Colorado
– -$172K -1,418 Closed
NA
200
NewEdge Advisors
Louisiana
– -$120K -990 Closed