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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$328K +$320K +8,323 New
NFG
77
Next Financial Group
Texas
$325K +$200K +5,201 +171%
PAG
78
Private Advisor Group
New Jersey
$321K +$313K +8,148 New
ASN
79
Advisory Services Network
Georgia
$312K +$17.5K +456 +6%
Bank of America
80
Bank of America
North Carolina
$307K -$47.9K -1,246 -14%
TCA
81
Transcend Capital Advisors
New Jersey
$301K +$13.2K +344 +5%
UCFA
82
United Capital Financial Advisors
Texas
$294K +$287K +7,466 New
TWM
83
Trevian Wealth Management
Massachusetts
$288K +$280K +7,293 New
TI
84
tru Independence
Oregon
$276K
AA
85
Aufman Associates
Pennsylvania
$273K +$265K +6,910 New
CAN
86
Cetera Advisor Networks
California
$271K +$6.8K +177 +3%
WIA
87
World Investment Advisors
California
$269K +$1.54K +40 +0.5%
MCWS
88
McKinley Carter Wealth Services
West Virginia
$266K +$259K +6,746 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$262K +$255K +6,634 New
FANJ
90
Financial Architects (New Jersey)
New Jersey
$260K +$29K +756 +13%
Creative Planning
91
Creative Planning
Kansas
$255K
KCA
92
Karn Couzens & Associates
Connecticut
$253K
Stifel Financial
93
Stifel Financial
Missouri
$244K +$238K +6,190 New
FWP
94
Firethorn Wealth Partners
Georgia
$224K +$218K +5,680 New
Bank of New York Mellon
95
Bank of New York Mellon
New York
$215K +$210K +5,455 New
CCM
96
Crew Capital Management
Ohio
$213K +$208K +5,411 New
FMI
97
F/M Investments
District of Columbia
$213K +$208K +5,411 New
WWG
98
West Wealth Group
California
$209K +$204K +5,300 New
ACA
99
Aptus Capital Advisors
Alabama
$207K
CFA
100
Carroll Financial Associates
North Carolina
$205K