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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
26
Balanced Rock Investment Advisors
Massachusetts
$6.76M -$434K -6,714 -6%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.72M +$19K +294 +0.3%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$6.22M +$522K +8,062 +10%
TF
29
Tompkins Financial
New York
$6.12M +$5.7M +88,052 New
SW
30
SoFi Wealth
California
$6.1M +$931K +14,388 +20%
ZS
31
Zenith Solutions
Pennsylvania
$5.67M +$5.28M +81,647 New
AssetMark Inc
32
AssetMark Inc
California
$5.61M +$128K +1,985 +3%
HFA
33
Highland Financial Advisors
New Jersey
$5.38M +$1.89M +29,248 +61%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$5.37M
Osaic Holdings
35
Osaic Holdings
Arizona
$5.3M +$583K +9,008 +13%
IWC
36
Integrated Wealth Concepts
Massachusetts
$5.01M +$599K +9,264 +15%
OWA
37
One Wealth Advisors
California
$4.97M -$41.5K -641 -0.9%
AI
38
Accredited Investors
Minnesota
$4.94M +$29.2K +451 +0.6%
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$4.79M -$27.2K -420 -0.6%
Goldman Sachs
40
Goldman Sachs
New York
$4.77M +$140K +2,157 +3%
AM
41
Atwater Malick
Pennsylvania
$4.74M
AFC
42
Avise Financial Cooperative
California
$4.6M -$334K -5,168 -7%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$4.38M +$232K +3,593 +6%
GG
44
GenWealth Group
New Jersey
$4.25M -$248K -3,839 -6%
NA
45
NewEdge Advisors
Louisiana
$4.2M +$301K +4,649 +8%
GM
46
GeoWealth Management
Illinois
$4.19M +$626K +9,668 +19%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$4.12M +$109K +1,679 +3%
AIM
48
Archer Investment Management
Texas
$3.99M -$1.83M -28,358 -33%
SA
49
Sanctuary Advisors
Indiana
$3.85M +$120K +1,854 +3%
AIA
50
Ally Invest Advisors
North Carolina
$3.65M +$65.3K +1,009 +2%