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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Ally Invest Advisors
North Carolina
$1.99M +$159K +3,373 +9%
OWM
52
Opes Wealth Management
California
$1.94M +$76K +1,610 +4%
SPC
53
Sigma Planning Corp
Michigan
$1.86M +$31.2K +661 +2%
FA
54
Financial Advisors
Massachusetts
$1.86M +$1.03M +21,787 +136%
DL
55
DOHJ LLC
Washington
$1.83M +$798K +16,922 +82%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.82M +$60.8K +1,289 +4%
RIG
57
Ramiah Investment Group
Wisconsin
$1.78M -$3.59K -76 -0.2%
EFG
58
Elios Financial Group
Ohio
$1.78M +$1.71M +36,329 New
SWP
59
Stratos Wealth Partners
Ohio
$1.6M -$14.3K -304 -0.9%
DAS
60
Diversify Advisory Services
Utah
$1.53M -$140K -2,968 -9%
KAS
61
Kestra Advisory Services
Texas
$1.53M -$71.4K -1,513 -5%
AAS
62
Avantax Advisory Services
Texas
$1.52M +$8.59K +182 +0.6%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$601K +12,744 +74%
SA
64
Skyline Advisors
Washington
$1.43M -$944 -20 -0.1%
HHGA
65
Halbert Hargrove Global Advisors
California
$1.41M -$8.82K -187 -0.6%
PWM
66
Perigon Wealth Management
California
$1.39M +$202K +4,277 +18%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$1.37M
APW
68
Austin Private Wealth
Texas
$1.36M +$73.8K +1,565 +6%
MOS
69
MGO One Seven
Ohio
$1.33M +$71.7K +1,520 +6%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.32M +$216K +4,568 +20%
RWM
71
RKL Wealth Management
Pennsylvania
$1.31M +$3.44K +73 +0.3%
VWA
72
VERITY Wealth Advisors
United States
$1.28M
FHA
73
First Horizon Advisors
Tennessee
$1.23M +$39.5K +838 +3%
DT
74
Diversified Trust
Tennessee
$1.22M
MPW
75
MA Private Wealth
California
$1.16M +$10.6K +224 +1%