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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Wealth Alliance
New York
$1.07M +$402 +9 +0%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$1.04M -$6.7K -150 -0.7%
DL
78
DOHJ LLC
Washington
$967K +$344K +7,711 +59%
RIA
79
Regal Investment Advisors
Michigan
$959K +$27.8K +622 +3%
FLPIM
80
F.L. Putnam Investment Management
Massachusetts
$949K +$910K +20,372 New
SCA
81
Snowden Capital Advisors
New York
$948K -$3.22K -72 -0.4%
CGL
82
Clarius Group LLC
Washington
$948K +$89 +2 +0%
SRB
83
Shotwell Rutter Baer
Michigan
$896K +$844K +18,896 New
WIA
84
World Investment Advisors
California
$884K +$18.2K +408 +2%
Citadel Advisors
85
Citadel Advisors
Florida
$860K +$825K +18,460 New
TC
86
TownSquare Capital
Utah
$855K +$23.8K +532 +3%
CCM
87
Crew Capital Management
Ohio
$846K -$33.5K -749 -4%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$829K +$121K +2,708 +18%
FFA
89
Farther Finance Advisors
California
$813K +$74.7K +1,671 +11%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$801K +$41.5K +928 +6%
CWM
91
Congress Wealth Management
Massachusetts
$799K -$51.8K -1,159 -6%
KFSC
92
Keystone Financial Services (Colorado)
Colorado
$789K +$38.8K +869 +5%
RCS
93
Retirement Capital Strategies
California
$787K -$4.25M -95,078 -85%
WI
94
WrapManager Inc
California
$784K -$42.4K -949 -5%
SWA
95
Stratos Wealth Advisors
Ohio
$766K +$103K +2,295 +16%
JFG
96
JMG Financial Group
Illinois
$751K
FA
97
Financial Advisors
Massachusetts
$747K
NWMG
98
National Wealth Management Group
Ohio
$740K +$122K +2,737 +21%
MW
99
Maia Wealth
Colorado
$740K +$687K +15,375 New
MFG
100
Magnus Financial Group
New York
$738K +$255K +5,701 +56%