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iShares ESG Advanced MSCI USA ETF
USXF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
26
Capital CS Group
California
$1.47M +$845K +22,002 +145%
AWM
27
AE Wealth Management
Kansas
$1.46M +$620K +16,125 +77%
DT
28
Diversified Trust
Tennessee
$1.44M +$1.4M +36,514 New
WA
29
Wealth Alliance
New York
$1.39M +$112K +2,919 +9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.35M +$678K +17,639 +106%
APW
31
Austin Private Wealth
Texas
$1.34M +$210K +5,466 +19%
I
32
IMPACTfolio
Colorado
$1.29M +$1.26M +32,739 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.27M +$92.7K +2,413 +8%
AI
34
Accredited Investors
Minnesota
$1.19M +$139K +3,620 +14%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$1.17M +$1.15M +29,915 New
GIA
36
Goodwin Investment Advisory
Georgia
$1.16M +$220K +5,723 +24%
RIA
37
Regal Investment Advisors
Michigan
$1.07M +$214K +5,564 +26%
OWM
38
Opes Wealth Management
California
$1.02M +$16.3K +425 +2%
SCA
39
Snowden Capital Advisors
New York
$995K +$25.5K +664 +3%
KFSC
40
Keystone Financial Services (Colorado)
Colorado
$981K +$956K +24,882 New
SB
41
Strategic Blueprint
Georgia
$924K +$251K +6,543 +39%
FHA
42
First Horizon Advisors
Tennessee
$912K +$124K +3,230 +16%
D
43
Dentgroup
Louisiana
$873K +$850K +22,131 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$851K +$122K +3,180 +17%
GG
45
GenWealth Group
New Jersey
$835K +$284K +7,403 +54%
T
46
TCWP
Ohio
$816K +$796K +20,708 New
RJA
47
Raymond James & Associates
Florida
$744K +$725K +18,876 New
RCS
48
Retirement Capital Strategies
California
$704K +$8.91K +232 +1%
FA
49
Financial Advisors
Massachusetts
$700K – – –
OPS
50
Orion Portfolio Solutions
Nebraska
$692K +$175K +4,567 +35%
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