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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWMIAS
101
One Wealth Management Investment & Advisory Services
Florida
$724K -$36.5K -818 -5%
VHAM
102
Van Hulzen Asset Management
California
$720K
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$712K -$8.13K -182 -1%
PHWM
104
Pine Harbor Wealth Management
Maryland
$706K +$677K +15,161 New
EWA
105
EverSource Wealth Advisors
Alabama
$695K +$563K +12,601 +597%
SB
106
Strategic Blueprint
Georgia
$691K -$41.5K -928 -6%
SFS
107
Sowell Financial Services
Arkansas
$676K -$1.52K -34 -0.2%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$647K +$332K +7,440 +115%
ACA
109
Aptus Capital Advisors
Alabama
$646K -$30.3K -679 -5%
MW
110
Marcum Wealth
Ohio
$646K +$179 +4 +0%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$639K +$60.3K +1,350 +11%
AA
112
Aufman Associates
Pennsylvania
$632K +$1.16K +26 +0.2%
Stifel Financial
113
Stifel Financial
Missouri
$628K +$4.65K +104 +0.8%
MYIA
114
Mount Yale Investment Advisors
Colorado
$614K -$269K -6,031 -31%
WFA
115
Wade Financial Advisory
California
$600K +$61.1K +1,368 +12%
BRWA
116
B. Riley Wealth Advisors
Florida
$598K -$249K -5,574 -30%
CFGS
117
Concourse Financial Group Securities
Alabama
$593K +$64.1K +1,434 +13%
CC
118
Copperleaf Capital
North Carolina
$578K +$73.9K +1,655 +15%
CCM
119
Coldstream Capital Management
Washington
$574K -$2.77K -62 -0.5%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$573K +$19.6K +438 +4%
AI
121
Atria Investments
North Carolina
$561K +$538K +12,042 New
PWA
122
Physician Wealth Advisors
Utah
$535K -$9.38K -210 -2%
WWG
123
West Wealth Group
California
$524K -$16.8K -376 -3%
WFS
124
WealthGarden F.S.
California
$523K +$502K +11,237 New
MCM
125
MAI Capital Management
Ohio
$499K +$20.5K +459 +4%