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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWCM
126
One Wealth Capital Management
Arizona
$614K -$186K -3,327 -24%
CA
127
CoreCap Advisors
Michigan
$612K -$13.6K -244 -2%
Ameriprise
128
Ameriprise
Minnesota
$597K +$581K +10,421 New
GWMR
129
GC Wealth Management RIA
Massachusetts
$594K +$578K +10,360 New
WWG
130
West Wealth Group
California
$590K -$9.82K -176 -2%
CW
131
CreativeOne Wealth
Kansas
$573K -$58.7K -1,053 -10%
MWM
132
MBE Wealth Management
Wisconsin
$558K -$118K -2,111 -18%
UBS Group
133
UBS Group
Switzerland
$551K -$11.3K -203 -2%
EL
134
EQ LLC
Washington
$547K -$279 -5 -0.1%
AM
135
AGF Management
Ontario, Canada
$539K +$151K +2,700 +40%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$532K -$321K -5,763 -38%
PWA
137
Physician Wealth Advisors
Utah
$530K – – –
WFS
138
WealthGarden F.S.
California
$519K -$137K -2,447 -21%
IAIM
139
International Assets Investment Management
Florida
$506K – – –
LIA
140
LifePlan Investment Advisors
North Carolina
$504K -$187K -3,361 -28%
LWA
141
Lifelong Wealth Advisors
Minnesota
$502K -$2.57K -46 -0.5%
SVWAG
142
Sound View Wealth Advisors Group
Georgia
$471K – – –
TF
143
Theory Financial
Colorado
$465K -$229K -4,104 -34%
AI
144
Atria Investments
North Carolina
$463K -$90.4K -1,620 -17%
SB
145
Strategic Blueprint
Georgia
$460K -$61.5K -1,103 -12%
PAG
146
Private Advisor Group
New Jersey
$458K -$8.76K -157 -2%
VA
147
Valmark Advisers
Ohio
$458K -$8.2K -147 -2%
CC
148
Copperleaf Capital
North Carolina
$455K -$348K -6,245 -44%
SFMG
149
Sage Financial Management Group
Virginia
$452K – – –
KW
150
KWB Wealth
California
$443K +$5.75K +103 +1%