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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$237K +$535 +15 +0.2%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$235K +$107 +3 +0%
KCA
103
Karn Couzens & Associates
Connecticut
$211K -$17.2K -482 -8%
APA
104
American Portfolios Advisors
New York
$144K +$18.4K +515 +15%
PCG
105
Private Capital Group
Connecticut
$136K +$286 +8 +0.2%
AF
106
Advisornet Financial
Minnesota
$96K +$69.2K +1,939 +258%
WPA
107
West Paces Advisors
Georgia
$93.9K
UBS Group
108
UBS Group
Switzerland
$76K -$2.93K -82 -4%
TIM
109
Tortoise Investment Management
New York
$75K +$4.11K +115 +6%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$62K +$56.6K +1,585 +1,003%
FCA
111
FinTrust Capital Advisors
South Carolina
$57K
IFAM
112
Institutional & Family Asset Management
Colorado
$54K
YAL
113
Your Advocates Ltd
Texas
$49K +$48.9K +1,370 New
PC
114
Pecaut & Co
Iowa
$48K -$29.8K -836 -39%
CWA
115
Clearview Wealth Advisors
Oregon
$48K +$41.7K +1,168 +667%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$46K
FCT
117
First Community Trust
Iowa
$35K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$19K +$19.1K +536 New
GFPC
119
Global Financial Private Client
Florida
$18.1K +$1.07K +30 +6%
Morgan Stanley
120
Morgan Stanley
New York
$13K
TRCT
121
Tower Research Capital (TRC)
New York
$13K +$13.2K +371 New
KFS
122
Kelly Financial Services
Massachusetts
$12.9K -$36 -1 -0.3%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$7K
DTIM
124
Danda Trouve Investment Management
Kansas
$7K +$500 +14 +8%
MCC
125
Money Concepts Capital
Florida
$6K +$6.28K +176 New