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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Crew Capital Management
Ohio
$586K +$37.8K +1,045 +7%
FMI
77
F/M Investments
District of Columbia
$586K +$37.8K +1,045 +7%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$579K -$25.4K -702 -4%
MIS
79
Morningstar Investment Services
Illinois
$576K +$601K +16,610 New
SB
80
Strategic Blueprint
Georgia
$574K -$21.2K -587 -3%
BCI
81
Brinker Capital Investments
Pennsylvania
$568K -$149K -4,115 -20%
OPS
82
Orion Portfolio Solutions
Nebraska
$568K -$149K -4,115 -20%
GIA
83
Goodwin Investment Advisory
Georgia
$553K -$119K -3,287 -17%
FA
84
Financial Advisors
Massachusetts
$551K -$25.3K -700 -4%
FFA
85
Farther Finance Advisors
California
$545K +$542 +15 +0.1%
CWM
86
Congress Wealth Management
Massachusetts
$543K +$140K +3,860 +33%
SWA
87
Stratos Wealth Advisors
Ohio
$517K -$34K -939 -6%
SFS
88
Sowell Financial Services
Arkansas
$509K -$9.91K -274 -2%
KFSC
89
Keystone Financial Services (Colorado)
Colorado
$502K -$24.6K -679 -4%
SW
90
SVB Wealth
Massachusetts
$491K -$1.48K -41 -0.3%
AA
91
Aufman Associates
Pennsylvania
$485K
MW
92
Marcum Wealth
Ohio
$476K +$868 +24 +0.2%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$473K -$82.8K -2,291 -14%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$455K -$3.03M -83,782 -86%
ACA
95
Aptus Capital Advisors
Alabama
$434K -$27.4K -757 -6%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$428K +$447K +12,360 New
Stifel Financial
97
Stifel Financial
Missouri
$426K -$33.2K -918 -7%
PWA
98
Physician Wealth Advisors
Utah
$420K -$12.4K -342 -3%
WI
99
WrapManager Inc
California
$414K -$21.8K -604 -5%
CCM
100
Coldstream Capital Management
Washington
$413K