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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
101
High Falls Advisors
New York
$204K +$199K +5,181 New
PCG
102
Private Capital Group
Connecticut
$150K -$961 -25 -0.7%
APA
103
American Portfolios Advisors
New York
$139K +$104K +2,710 +336%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$115K +$111K +2,889 New
BlackRock
105
BlackRock
New York
$111K +$55.2K +1,437 +104%
WPA
106
West Paces Advisors
Georgia
$104K
HI
107
Harbour Investments
Wisconsin
$95K +$8.41K +219 +10%
UBS Group
108
UBS Group
Switzerland
$87K -$1.34K -35 -2%
PC
109
Pecaut & Co
Iowa
$85K +$83.3K +2,167 New
TIM
110
Tortoise Investment Management
New York
$78K
FCA
111
FinTrust Capital Advisors
South Carolina
$63K
IFAM
112
Institutional & Family Asset Management
Colorado
$59K
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$50K
FCT
114
First Community Trust
Iowa
$38.3K +$37.3K +970 New
AF
115
Advisornet Financial
Minnesota
$30K -$25K -650 -46%
LFG
116
Leverty Financial Group
Wisconsin
$26K +$25.6K +666 New
ACM
117
Absolute Capital Management
Pennsylvania
$22.7K +$22.1K +575 New
MP
118
McDonald Partners
Ohio
$22.7K +$22.1K +575 New
GI
119
Gradient Investments
Minnesota
$21K +$9.38K +244 +83%
GFPC
120
Global Financial Private Client
Florida
$18.7K
KFS
121
Kelly Financial Services
Massachusetts
$14.2K +$38 +1 +0.3%
Morgan Stanley
122
Morgan Stanley
New York
$14K +$14K +364 New
FRA
123
Front Row Advisors
California
$13K +$2.31K +60 +22%
SFM
124
Signet Financial Management
New Jersey
$12K +$11.5K +300 New
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K +$3.42K +89 +43%