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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$5.19M +$1.87M +32,258 +52%
DRP
27
Decker Retirement Planning
Utah
$5.16M +$589K +10,182 +12%
AIM
28
Archer Investment Management
Texas
$4.74M +$4.51M +77,874 +977%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$4.46M -$117K -2,022 -2%
AssetMark Inc
30
AssetMark Inc
California
$4.35M +$70.8K +1,224 +2%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$4.27M -$735K -12,700 -14%
SW
32
SoFi Wealth
California
$4.06M +$846K +14,616 +25%
OWA
33
One Wealth Advisors
California
$3.99M -$137K -2,360 -3%
AFC
34
Avise Financial Cooperative
California
$3.94M +$341K +5,893 +9%
AI
35
Accredited Investors
Minnesota
$3.9M -$84K -1,452 -2%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$3.83M +$51.9K +897 +1%
AM
37
Atwater Malick
Pennsylvania
$3.77M
Osaic Holdings
38
Osaic Holdings
Arizona
$3.72M -$87.7K -1,516 -2%
Goldman Sachs
39
Goldman Sachs
New York
$3.67M -$725K -12,530 -16%
GG
40
GenWealth Group
New Jersey
$3.59M +$81.6K +1,411 +2%
IWC
41
Integrated Wealth Concepts
Massachusetts
$3.47M +$2.32M +40,129 +177%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.28M -$76.8K -1,327 -2%
OL
43
Optas LLC
Texas
$3.22M +$1.42M +24,486 +72%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.18M +$240K +4,150 +8%
MWM
45
Modern Wealth Management
Kansas
$3.1M +$1.17M +20,185 +57%
NA
46
NewEdge Advisors
Louisiana
$3.08M +$511K +8,833 +19%
SA
47
Sanctuary Advisors
Indiana
$2.96M +$56.6K +979 +2%
CFS
48
CGC Financial Services
Oregon
$2.94M -$153K -2,643 -5%
AIA
49
Ally Invest Advisors
North Carolina
$2.85M +$27.2K +470 +0.9%
GM
50
GeoWealth Management
Illinois
$2.79M +$51.8K +896 +2%