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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
126
First Manhattan
New York
$5K – – –
MHR
127
Matthew Hamilton Rosenberg
$2K – – –
SWM
128
Spire Wealth Management
Virginia
$1K +$1.28K +36 New
CCG
129
Capital CS Group
California
– -$1.47M -37,224 Closed
I
130
IMPACTfolio
Colorado
– -$1.29M -32,739 Closed
FHA
131
First Horizon Advisors
Tennessee
– -$912K -23,154 Closed
RCS
132
Retirement Capital Strategies
California
– -$704K -17,860 Closed
WAP
133
Wealthcare Advisory Partners
Pennsylvania
– -$613K -15,545 Closed
LNC
134
Lincoln National Corp
Pennsylvania
– -$510K -12,930 Closed
PAG
135
Private Advisor Group
New Jersey
– -$321K -8,148 Closed
Creative Planning
136
Creative Planning
Kansas
– -$255K -6,461 Closed
FWP
137
Firethorn Wealth Partners
Georgia
– -$224K -5,680 Closed
HFA
138
High Falls Advisors
New York
– -$204K -5,181 Closed
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
– -$115K -2,889 Closed
LFG
140
Leverty Financial Group
Wisconsin
– -$26K -666 Closed
ACM
141
Absolute Capital Management
Pennsylvania
– -$22.7K -575 Closed
MP
142
McDonald Partners
Ohio
– -$22.7K -575 Closed
GI
143
Gradient Investments
Minnesota
– -$21K -539 Closed
FRA
144
Front Row Advisors
California
– -$13K -330 Closed
SFM
145
Signet Financial Management
New Jersey
– -$12K -300 Closed
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$11.8K -298 Closed
NFSG
147
Newbridge Financial Services Group
Florida
– -$7K -178 Closed
RPCONE
148
Retirement Planning Company of New England
Rhode Island
– -$5K -150 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
– +$286 +8 +400%