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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
126
Financial Counselors Inc
Kansas
$479K -$51.7K -1,158 -10%
CA
127
CoreCap Advisors
Michigan
$473K +$5.18K +116 +1%
MCC
128
Maiden Cove Capital
Maine
$470K +$467K +10,454 New
HFA
129
Highland Financial Advisors
New Jersey
$458K +$439K +9,828 New
BFG
130
Buttonwood Financial Group
Missouri
$450K +$28.3K +634 +7%
VWM
131
Venturi Wealth Management
Texas
$436K -$1.34K -30 -0.3%
LIA
132
LifePlan Investment Advisors
North Carolina
$407K -$26.9K -601 -6%
CW
133
CreativeOne Wealth
Kansas
$396K -$22.2K -496 -6%
FGAM
134
Financial Gravity Asset Management
Texas
$392K -$34.5K -772 -8%
VA
135
Valmark Advisers
Ohio
$372K +$78.2K +1,751 +28%
AG
136
Ascent Group
Virginia
$358K -$154K -3,453 -31%
UBS Group
137
UBS Group
Switzerland
$356K +$3.98K +89 +1%
SPAS
138
Spectrum Planning & Advisory Services
California
$354K +$340K +7,606 New
TWP
139
Tempus Wealth Planning
California
$353K +$40.9K +916 +14%
MLA
140
My Legacy Advisors
Oregon
$353K +$82.1K +1,838 +32%
WA
141
WBH Advisory
Maryland
$349K +$6.79K +152 +2%
GWP
142
Gen-Wealth Partners
Michigan
$349K +$9.96K +223 +3%
Creative Planning
143
Creative Planning
Kansas
$338K +$3.04K +68 +0.9%
AM
144
AGF Management
Ontario, Canada
$335K -$53.6K -1,200 -14%
TIM
145
Tortoise Investment Management
New York
$321K
Betterment LLC
146
Betterment LLC
New York
$319K -$85.5K -1,914 -22%
AA
147
Alesco Advisors
New York
$318K
RJA
148
Raymond James & Associates
Florida
$317K +$29.8K +667 +11%
MPW
149
Monterey Private Wealth
California
$316K +$581 +13 +0.2%
SAI
150
Savvy Advisors Inc
New York
$315K +$302K +6,759 New