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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
226
WealthTrak Capital Management
Virginia
$39.6K +$2.68K +54 +7%
NS
227
NBC Securities
Alabama
$38K +$41K +825 New
T
228
Transce3nd
Texas
$37.1K -$1.29K -26 -3%
CPG
229
Cornerstone Planning Group
New Jersey
$34.3K +$37.9K +764 New
NB
230
NBT Bank
New York
$30.9K – – –
AG
231
AmeriFlex Group
Nevada
$26K +$9.19K +185 +50%
WP
232
WealthShield Partners
North Carolina
$24.9K -$58.1K -1,170 -69%
CFO
233
CVA Family Office
Colorado
$24.5K – – –
GFPC
234
Global Financial Private Client
Florida
$23.6K +$1.34K +27 +6%
B
235
Birchbrook
Maine
$14.6K -$11.6K -233 -43%
MG
236
Mather Group
Illinois
$13.7K +$5.36K +108 +58%
KHC
237
Koesten Hirschmann & Crabtree
Kansas
$13.1K – – –
DRP
238
Decker Retirement Planning
Utah
$12.9K – – –
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$10.4K +$11.1K +224 New
MBFW
240
Morton Brown Family Wealth
Pennsylvania
$10.1K – – –
PA
241
Parallel Advisors
California
$4.99K -$993 -20 -16%
MWA
242
Medallion Wealth Advisors
Connecticut
$4.96K – – –
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$2.47K -$51.3K -1,033 -95%
AEPWM
244
Atlantic Edge Private Wealth Management
Florida
$2.1K – – –
BA
245
Bristlecone Advisors
Washington
$282 +$149 +3 +100%
HHGA
246
Halbert Hargrove Global Advisors
California
– -$1.5M -30,110 Closed
IAIM
247
International Assets Investment Management
Florida
– -$1.2M -24,075 Closed
CFGS
248
Concourse Financial Group Securities
Alabama
– -$880K -16,778 Closed
RCS
249
Retirement Capital Strategies
California
– -$749K -15,074 Closed
Stifel Financial
250
Stifel Financial
Missouri
– -$646K -12,984 Closed