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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
76
Regal Investment Advisors
Michigan
$1.27M +$163K +3,199 +14%
DT
77
Diversified Trust
Tennessee
$1.25M +$20.3K +400 +2%
RA
78
RFG Advisory
Alabama
$1.22M +$557K +10,960 +81%
IAIM
79
International Assets Investment Management
Florida
$1.2M +$1.22M +24,075 New
SCA
80
Snowden Capital Advisors
New York
$1.2M +$198K +3,889 +19%
DAS
81
Diversify Advisory Services
Utah
$1.18M -$326K -6,417 -21%
HPFG
82
Hart & Patterson Financial Group
Massachusetts
$1.17M +$1.37K +27 +0.1%
MPW
83
MA Private Wealth
California
$1.17M -$8.44K -166 -0.7%
AF
84
Amara Financial
California
$1.09M +$3.81K +75 +0.3%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$206K +4,054 +23%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$525K +10,337 +91%
Raymond James Financial
87
Raymond James Financial
Florida
$1.04M +$1.06M +20,953 New
WIA
88
World Investment Advisors
California
$1.04M +$103K +2,021 +11%
SFP
89
Sandbox Financial Partners
Maryland
$1.03M -$84K -1,653 -7%
CGL
90
Clarius Group LLC
Washington
$1.03M +$22.4K +441 +2%
OWCM
91
One Wealth Capital Management
Arizona
$1.01M +$1.03M +20,334 New
SWP
92
Sagespring Wealth Partners
Tennessee
$1M +$1.03M +20,213 New
FFA
93
Farther Finance Advisors
California
$952K -$23K -452 -2%
MCM
94
MAI Capital Management
Ohio
$914K +$390K +7,665 +71%
GM
95
GeoWealth Management
Illinois
$911K +$883K +17,375 +1,821%
MW
96
Maia Wealth
Colorado
$910K +$116K +2,287 +14%
CCM
97
Crew Capital Management
Ohio
$903K – – –
FMI
98
F/M Investments
District of Columbia
$903K – – –
NWMG
99
National Wealth Management Group
Ohio
$899K +$33.4K +658 +4%
SRB
100
Shotwell Rutter Baer
Michigan
$897K -$92.7K -1,825 -9%