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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
126
Venturi Wealth Management
Texas
$424K -$28.6K -674 -7%
LIA
127
LifePlan Investment Advisors
North Carolina
$421K +$5.35K +126 +1%
BFG
128
Buttonwood Financial Group
Missouri
$410K +$87.4K +2,059 +29%
CW
129
CreativeOne Wealth
Kansas
$406K +$382K +9,002 New
Betterment LLC
130
Betterment LLC
New York
$396K -$40K -942 -10%
AWM
131
Apollon Wealth Management
South Carolina
$384K -$41.4K -975 -10%
AM
132
AGF Management
Ontario, Canada
$379K +$17K +400 +5%
BWS
133
Buck Wealth Strategies
Colorado
$376K +$354K +8,335 New
FGAM
134
Financial Gravity Asset Management
Texas
$366K
UBS Group
135
UBS Group
Switzerland
$341K -$42.6K -1,003 -12%
WA
136
WBH Advisory
Maryland
$332K +$12.7K +299 +4%
GWP
137
Gen-Wealth Partners
Michigan
$328K +$309K +7,272 New
Creative Planning
138
Creative Planning
Kansas
$325K -$301K -7,081 -50%
TIM
139
Tortoise Investment Management
New York
$312K +$3.48K +82 +1%
AA
140
Alesco Advisors
New York
$308K -$22.5K -530 -7%
MPW
141
Monterey Private Wealth
California
$306K +$288K +6,780 New
HI
142
Harbour Investments
Wisconsin
$302K -$1.15K -27 -0.4%
TWP
143
Tempus Wealth Planning
California
$301K +$29.7K +700 +12%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$291K +$5.61K +132 +2%
ASN
145
Advisory Services Network
Georgia
$286K +$5.14K +121 +2%
VA
146
Valmark Advisers
Ohio
$282K
RJA
147
Raymond James & Associates
Florida
$277K -$678K -15,963 -72%
SWM
148
Spire Wealth Management
Virginia
$275K -$27.3K -644 -10%
GA
149
Goldstein Advisors
Wisconsin
$272K -$1.66K -39 -0.6%
AWM
150
AE Wealth Management
Kansas
$264K -$609K -14,330 -71%