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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$395K -$7.87K -233 -2%
Morgan Stanley
102
Morgan Stanley
New York
$390K +$169K +5,005 +86%
Betterment LLC
103
Betterment LLC
New York
$376K -$12.5K -370 -3%
VWM
104
Venturi Wealth Management
Texas
$368K
UBS Group
105
UBS Group
Switzerland
$336K +$107K +3,163 +51%
FCI
106
Financial Counselors Inc
Kansas
$335K
CS
107
Comerica Securities
Michigan
$333K +$2.53K +75 +0.8%
LIA
108
LifePlan Investment Advisors
North Carolina
$327K +$307K +9,088 New
CW
109
CreativeOne Wealth
Kansas
$322K -$35.1K -1,040 -10%
PWM
110
Perigon Wealth Management
California
$316K +$62.2K +1,840 +27%
CA
111
CGN Advisors
Kansas
$310K +$74.5K +2,207 +34%
SPAS
112
Spectrum Planning & Advisory Services
California
$291K
AM
113
AGF Management
Ontario, Canada
$288K
NAM
114
NorthCrest Asset Manangement
Minnesota
$273K +$256K +7,580 New
AA
115
Alesco Advisors
New York
$264K +$248K +7,350 New
TWM
116
Trevian Wealth Management
Massachusetts
$264K +$608 +18 +0.2%
BFG
117
Buttonwood Financial Group
Missouri
$259K -$18.4K -545 -7%
VAF
118
Values Added Financial
District of Columbia
$253K +$237K +7,024 New
TIM
119
Tortoise Investment Management
New York
$245K +$2.03K +60 +0.9%
CFD
120
Creative Financial Designs
Indiana
$245K -$47.8K -1,416 -17%
WFA
121
Wade Financial Advisory
California
$242K -$28K -829 -11%
GA
122
Goldstein Advisors
Wisconsin
$241K +$11.8K +349 +5%
WS
123
Wedbush Securities
California
$238K +$101 +3 +0%
TRCT
124
Tower Research Capital (TRC)
New York
$238K +$113K +3,345 +103%
LNC
125
Lincoln National Corp
Pennsylvania
$234K +$220K +6,510 New