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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Smartleaf Asset Management
Massachusetts
$26.4K +$24K +492 New
GSWM
252
Golden State Wealth Management
California
$25.3K -$266K -5,442 -92%
WP
253
WealthShield Partners
North Carolina
$22.4K -$5.77K -118 -22%
AG
254
AmeriFlex Group
Nevada
$21.2K -$7.77K -159 -29%
CPG
255
Cornerstone Planning Group
New Jersey
$20.9K -$18.9K -386 -51%
B
256
Birchbrook
Maine
$19.2K +$2.15K +44 +14%
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$18K +$13.7K +280 +528%
KHC
258
Koesten Hirschmann & Crabtree
Kansas
$17.9K +$2.49K +51 +18%
KG
259
Kilter Group
New York
$17.9K +$16.2K +332 New
MBFW
260
Morton Brown Family Wealth
Pennsylvania
$11.6K – – –
IRC
261
Investors Research Corp
Georgia
$6.63K +$6.01K +123 New
IA
262
IFP Advisors
Florida
$6.14K -$105K -2,158 -95%
PA
263
Parallel Advisors
California
$5.77K – – –
MWA
264
Medallion Wealth Advisors
Connecticut
$5.75K +$49 +1 +0.9%
WWM
265
Wolff Wiese Magana
California
$4.53K +$4.11K +84 New
AEPWM
266
Atlantic Edge Private Wealth Management
Florida
$2.43K – – –
BA
267
Bristlecone Advisors
Washington
$327 – – –
TC
268
TownSquare Capital
Utah
– -$1.27M -27,271 Closed
CA
269
Claro Advisors
Massachusetts
– -$315K -6,740 Closed
SW
270
Simplicity Wealth
New Jersey
– -$225K -4,831 Closed
CA
271
Continuum Advisory
Idaho
– -$102K -2,192 Closed
CAWM
272
Capital A Wealth Management
Pennsylvania
– -$40.7K -873 Closed
NB
273
NBT Bank
New York
– -$30.9K -662 Closed
GFPC
274
Global Financial Private Client
Florida
– -$23.6K -505 Closed
MG
275
Mather Group
Illinois
– -$13.7K -293 Closed