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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
101
Oliver Lagore Vanvalin Investment Group
Michigan
$159K -$87.8K -2,723 -34%
UWM
102
Urban Wealth Management
California
$125K +$135K +4,174 New
HFS
103
Heritage Financial Services
Massachusetts
$92K +$99.6K +3,090 New
Morgan Stanley
104
Morgan Stanley
New York
$84K +$79.3K +2,460 +676%
WPA
105
West Paces Advisors
Georgia
$78.6K
UBS Group
106
UBS Group
Switzerland
$62K -$1.87K -58 -3%
TIM
107
Tortoise Investment Management
New York
$62K
CAL
108
Capital Analysts LLC
Pennsylvania
$59K +$63.9K +1,983 New
AF
109
Advisornet Financial
Minnesota
$56K -$26.7K -828 -31%
FCA
110
FinTrust Capital Advisors
South Carolina
$50K
IFAM
111
Institutional & Family Asset Management
Colorado
$45K
YAL
112
Your Advocates Ltd
Texas
$41K
PC
113
Pecaut & Co
Iowa
$40K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$40K +$25.4K +788 +147%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$38K
HI
116
Harbour Investments
Wisconsin
$37K +$40.5K +1,255 New
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5K +$39.4K +1,223 New
CWA
118
Clearview Wealth Advisors
Oregon
$33K -$7.45K -231 -17%
FCT
119
First Community Trust
Iowa
$29K
GFPC
120
Global Financial Private Client
Florida
$15.2K
KFS
121
Kelly Financial Services
Massachusetts
$8.79K -$2.13K -66 -18%
DTIM
122
Danda Trouve Investment Management
Kansas
$6K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$6K +$32 +1 +0.4%
First Manhattan
124
First Manhattan
New York
$4K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$3K +$3.38K +105 +1,050%