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iShares ESG Advanced MSCI USA ETF
USXF

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
101
Perennial Investment Advisors
California
$933K -$82.2K -1,429 -8%
SA
102
Stewardship Advisors
Pennsylvania
$931K +$33.4K +581 +4%
RA
103
RFG Advisory
Alabama
$877K -$256K -4,450 -23%
SWP
104
Sagespring Wealth Partners
Tennessee
$867K +$403 +7 +0%
PHWM
105
Pine Harbor Wealth Management
Maryland
$864K – – –
CPBTD
106
Central Pacific Bank - Trust Division
Hawaii
$858K +$56.6K +983 +7%
WA
107
Wealth Alliance
New York
$839K -$8.17K -142 -1%
RIA
108
Regal Investment Advisors
Michigan
$823K -$13.3K -231 -2%
WIA
109
World Investment Advisors
California
$822K +$68.9K +1,197 +9%
SCA
110
Snowden Capital Advisors
New York
$799K +$2.47K +43 +0.3%
ACA
111
Aptus Capital Advisors
Alabama
$762K +$863 +15 +0.1%
AAS
112
Ameritas Advisory Services
Nebraska
$707K +$669K +11,634 +1,804%
EI
113
eCIO Inc
Wisconsin
$699K +$23.6K +410 +3%
CIA
114
Concurrent Investment Advisors
Florida
$698K +$697K +12,120 New
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$695K -$4.6K -80 -0.7%
CCM
116
Coldstream Capital Management
Washington
$686K – – –
JFG
117
JMG Financial Group
Illinois
$670K – – –
CA
118
CoreCap Advisors
Michigan
$668K +$52.8K +918 +9%
AWA
119
Asempa Wealth Advisors
Louisiana
$665K +$664K +11,548 New
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$664K – – –
VHAM
121
Van Hulzen Asset Management
California
$652K -$88.3K -1,535 -12%
FMI
122
F/M Investments
District of Columbia
$630K -$30.5K -530 -5%
CCM
123
Crew Capital Management
Ohio
$629K -$30.5K -530 -5%
VWM
124
Venturi Wealth Management
Texas
$627K +$3.74K +65 +0.6%
CW
125
CreativeOne Wealth
Kansas
$587K +$11.2K +195 +2%
3 4
5
6 7