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iShares ESG Advanced MSCI USA ETF
USXF

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
126
Diversify Wealth Management
Utah
$765K +$36.3K +561 +5%
DAS
127
Diversify Advisory Services
Utah
$765K +$749K +11,569 New
GF
128
GGM Financials
Ohio
$738K +$688K +10,628 New
CA
129
CoreCap Advisors
Michigan
$729K +$259 +4 +0%
OWCM
130
One Wealth Capital Management
Arizona
$724K +$29.1K +449 +5%
NG
131
Navigation Group
California
$719K -$7.25K -112 -1%
JMNC
132
J. Mark Nickell & Co
Tennessee
$709K +$297K +4,594 New
KFSC
133
Keystone Financial Services (Colorado)
Colorado
$707K +$28.5K +441 +5%
EI
134
eCIO Inc
Wisconsin
$702K -$80.4K -1,242 -11%
BCM
135
Brookstone Capital Management
Illinois
$688K – – –
ASN
136
Advisory Services Network
Georgia
$676K +$28.5K +441 +5%
EWA
137
EverSource Wealth Advisors
Alabama
$638K +$62K +958 +12%
VA
138
Valmark Advisers
Ohio
$633K – – –
LWA
139
Lifelong Wealth Advisors
Minnesota
$625K +$44.5K +688 +8%
WFS
140
WealthGarden F.S.
California
$619K +$7.38K +114 +1%
GF
141
GTS Financial
Minnesota
$619K +$126K +1,950 +20%
GWP
142
Gateway Wealth Partners
Wisconsin
$606K -$487K -7,523 -46%
WWG
143
West Wealth Group
California
$598K +$2.2K +34 +0.4%
LIA
144
LifePlan Investment Advisors
North Carolina
$584K -$57.4K -887 -10%
PWM
145
Penobscot Wealth Management
Maine
$580K +$120K +1,861 +29%
HPM
146
Hoxton Planning & Management
West Virginia
$569K +$51.1K +789 +11%
AA
147
Alesco Advisors
New York
$562K – – –
RFP
148
RCS Financial Planning
Maryland
$560K -$50.1K -774 -9%
SFMG
149
Sage Financial Management Group
Virginia
$553K +$19.9K +308 +4%
SVWAG
150
Sound View Wealth Advisors Group
Georgia
$552K -$15.6K -241 -3%
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