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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$526K +$519 +11 +0.1%
BFG
127
Buttonwood Financial Group
Missouri
$519K +$40.8K +864 +9%
PAG
128
Private Advisor Group
New Jersey
$513K +$182K +3,858 +59%
CA
129
CoreCap Advisors
Michigan
$504K +$5.05K +107 +1%
SVWAG
130
Sound View Wealth Advisors Group
Georgia
$486K +$468K +9,910 New
HFA
131
Highland Financial Advisors
New Jersey
$482K
CW
132
CreativeOne Wealth
Kansas
$463K +$44.2K +936 +11%
BRWA
133
B. Riley Wealth Advisors
Florida
$463K -$160K -3,382 -26%
VWM
134
Venturi Wealth Management
Texas
$462K +$2.64K +56 +0.6%
RJA
135
Raymond James & Associates
Florida
$445K +$107K +2,268 +33%
CPBTD
136
Central Pacific Bank - Trust Division
Hawaii
$444K +$427K +9,043 New
SPAS
137
Spectrum Planning & Advisory Services
California
$439K +$63.3K +1,342 +18%
EL
138
EQ LLC
Washington
$434K +$417K +8,842 New
LIA
139
LifePlan Investment Advisors
North Carolina
$433K +$4.2K +89 +1%
TIM
140
Tortoise Investment Management
New York
$409K +$67.9K +1,440 +21%
KPWS
141
Kestra Private Wealth Services
Texas
$409K +$146K +3,084 +59%
GWP
142
Gen-Wealth Partners
Michigan
$408K +$30K +635 +8%
PIA
143
Perennial Investment Advisors
California
$382K +$367K +7,781 New
UBS Group
144
UBS Group
Switzerland
$380K +$4.53K +96 +1%
WA
145
WBH Advisory
Maryland
$379K +$10.8K +229 +3%
Creative Planning
146
Creative Planning
Kansas
$379K +$21.6K +458 +6%
AG
147
Ascent Group
Virginia
$376K -$1.13K -24 -0.3%
MLA
148
My Legacy Advisors
Oregon
$372K +$142 +3 +0%
HighTower Advisors
149
HighTower Advisors
Illinois
$371K +$121K +2,573 +52%
AM
150
AGF Management
Ontario, Canada
$368K +$14.2K +300 +4%