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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
$682K +$129K +3,027 +25%
SFS
102
Sowell Financial Services
Arkansas
$657K +$618K +14,543 New
ACA
103
Aptus Capital Advisors
Alabama
$657K -$1.08M -25,512 -64%
BRWA
104
B. Riley Wealth Advisors
Florida
$641K +$315K +7,423 +67%
SWA
105
Stratos Wealth Advisors
Ohio
$639K -$33.4K -787 -5%
MW
106
Marcum Wealth
Ohio
$626K
LNC
107
Lincoln National Corp
Pennsylvania
$619K +$236K +5,567 +68%
AA
108
Aufman Associates
Pennsylvania
$612K -$212 -5 -0%
Stifel Financial
109
Stifel Financial
Missouri
$604K +$36.6K +862 +7%
PWM
110
Perigon Wealth Management
California
$597K +$80.3K +1,892 +17%
NWMG
111
National Wealth Management Group
Ohio
$594K +$47.3K +1,114 +9%
DL
112
DOHJ LLC
Washington
$589K +$554K +13,044 New
CCM
113
Coldstream Capital Management
Washington
$559K +$19.8K +467 +4%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$558K +$5.1K +120 +1%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$535K +$17.9K +422 +4%
WWG
116
West Wealth Group
California
$525K -$7.3K -172 -1%
WFA
117
Wade Financial Advisory
California
$520K +$146K +3,449 +43%
FCI
118
Financial Counselors Inc
Kansas
$517K -$1.02K -24 -0.2%
CFGS
119
Concourse Financial Group Securities
Alabama
$510K +$94.7K +2,231 +25%
AG
120
Ascent Group
Virginia
$503K -$1.91K -45 -0.4%
CC
121
Copperleaf Capital
North Carolina
$486K -$6.67K -157 -1%
PWA
122
Physician Wealth Advisors
Utah
$481K -$20.9K -493 -4%
MCM
123
MAI Capital Management
Ohio
$463K +$171K +4,024 +65%
MFG
124
Magnus Financial Group
New York
$458K +$167K +3,931 +63%
CA
125
CoreCap Advisors
Michigan
$453K -$30.6K -721 -7%