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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Ascent Group
Virginia
$406K +$1.77K +49 +0.4%
D
102
Dentgroup
Louisiana
$400K -$5.17K -143 -1%
SFP
103
Sandbox Financial Partners
Maryland
$400K +$417K +11,544 New
WWG
104
West Wealth Group
California
$399K +$16.3K +452 +4%
CA
105
CoreCap Advisors
Michigan
$391K -$13.8K -383 -3%
CC
106
Copperleaf Capital
North Carolina
$388K +$6K +166 +2%
VHAM
107
Van Hulzen Asset Management
California
$383K
Betterment LLC
108
Betterment LLC
New York
$357K -$5.24K -145 -1%
VWM
109
Venturi Wealth Management
Texas
$340K -$15.7K -435 -4%
PWM
110
Perigon Wealth Management
California
$337K +$34.1K +944 +11%
Morgan Stanley
111
Morgan Stanley
New York
$330K -$47.5K -1,314 -12%
NWMG
112
National Wealth Management Group
Ohio
$326K +$123K +3,407 +57%
FCI
113
Financial Counselors Inc
Kansas
$323K
CA
114
CGN Advisors
Kansas
$306K +$7.99K +221 +3%
CS
115
Comerica Securities
Michigan
$301K -$21.9K -606 -7%
LNC
116
Lincoln National Corp
Pennsylvania
$290K +$67.4K +1,865 +29%
LIA
117
LifePlan Investment Advisors
North Carolina
$279K -$37.6K -1,040 -11%
UBS Group
118
UBS Group
Switzerland
$277K -$48.9K -1,352 -14%
WFA
119
Wade Financial Advisory
California
$274K +$41.6K +1,150 +17%
AM
120
AGF Management
Ontario, Canada
$267K -$10.8K -300 -4%
AA
121
Alesco Advisors
New York
$255K
TWM
122
Trevian Wealth Management
Massachusetts
$254K
VAF
123
Values Added Financial
District of Columbia
$243K
BFG
124
Buttonwood Financial Group
Missouri
$237K +$253 +7 +0.1%
TIM
125
Tortoise Investment Management
New York
$236K