We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Sagespring Wealth Partners
Tennessee
$1.11M +$38.9K +601 +4%
KPWS
102
Kestra Private Wealth Services
Texas
$1.1M +$269K +4,154 +36%
SA
103
Stewardship Advisors
Pennsylvania
$1.09M -$64.6K -999 -6%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$1.07M +$139K +2,151 +16%
RA
105
RFG Advisory
Alabama
$1.04M -$19.7K -305 -2%
CPBTD
106
Central Pacific Bank - Trust Division
Hawaii
$1.04M
PHWM
107
Pine Harbor Wealth Management
Maryland
$987K -$27.2K -420 -3%
RIA
108
Regal Investment Advisors
Michigan
$980K +$15.8K +244 +2%
WA
109
Wealth Alliance
New York
$965K -$46.5K -719 -5%
FWM
110
FFT Wealth Management
Pennsylvania
$924K +$538K +8,314 +167%
SCA
111
Snowden Capital Advisors
New York
$908K -$32.2K -498 -4%
ACA
112
Aptus Capital Advisors
Alabama
$902K -$3.88K -60 -0.5%
PIA
113
Perennial Investment Advisors
California
$890K -$262K -4,052 -24%
SAI
114
Savvy Advisors Inc
New York
$885K +$11.8K +183 +1%
IAIM
115
International Assets Investment Management
Florida
$878K +$679K +10,491 +447%
OCA
116
OpenArc Corporate Advisory
Georgia
$851K -$37K -572 -4%
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$848K +$46.6K +720 +6%
MWM
118
Mission Wealth Management
California
$848K +$790K +12,208 New
CCM
119
Coldstream Capital Management
Washington
$827K
FLPIM
120
F.L. Putnam Investment Management
Massachusetts
$819K +$5.57K +86 +0.7%
UBS Group
121
UBS Group
Switzerland
$818K -$6.86K -106 -0.9%
JFG
122
JMG Financial Group
Illinois
$808K
AWA
123
Asempa Wealth Advisors
Louisiana
$802K
WIA
124
World Investment Advisors
California
$798K -$1.42K -22 -0.2%
VHAM
125
Van Hulzen Asset Management
California
$786K