We are live on ! Find out more
USXF icon

iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
101
CreativeOne Wealth
Kansas
$331K -$36.2K -1,123 -10%
FCI
102
Financial Counselors Inc
Kansas
$308K
CS
103
Comerica Securities
Michigan
$304K +$43.1K +1,337 +17%
CFD
104
Creative Financial Designs
Indiana
$272K -$40.4K -1,253 -13%
SPAS
105
Spectrum Planning & Advisory Services
California
$267K +$261K +8,087 New
AM
106
AGF Management
Ontario, Canada
$265K
WFA
107
Wade Financial Advisory
California
$250K +$244K +7,570 New
BFG
108
Buttonwood Financial Group
Missouri
$250K -$6.89K -214 -3%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$249K -$13.2K -410 -5%
TWM
110
Trevian Wealth Management
Massachusetts
$242K
CC
111
Copperleaf Capital
North Carolina
$242K +$235K +7,308 New
MW
112
Marcum Wealth
Ohio
$241K +$235K +7,289 New
PWM
113
Perigon Wealth Management
California
$230K +$224K +6,940 New
TIM
114
Tortoise Investment Management
New York
$224K +$48.3K +1,500 +29%
WS
115
Wedbush Securities
California
$218K -$3.16K -98 -1%
CA
116
CGN Advisors
Kansas
$212K +$206K +6,405 New
GA
117
Goldstein Advisors
Wisconsin
$210K +$205K +6,351 New
VA
118
Valmark Advisers
Ohio
$206K +$201K +6,239 New
UBS Group
119
UBS Group
Switzerland
$205K -$31K -962 -13%
ASN
120
Advisory Services Network
Georgia
$204K +$12.3K +383 +7%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$202K +$197K +6,105 New
AWM
122
Apollon Wealth Management
South Carolina
$200K +$195K +6,048 New
Morgan Stanley
123
Morgan Stanley
New York
$193K +$26.2K +812 +16%
SWM
124
Sugarloaf Wealth Management
Georgia
$159K -$1.03K -32 -0.7%
CAL
125
Capital Analysts LLC
Pennsylvania
$140K +$4.93K +153 +4%