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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
151
Tempus Wealth Planning
California
$366K -$5.66K -120 -2%
VA
152
Valmark Advisers
Ohio
$349K -$41.9K -889 -11%
USCWA
153
U.S. Capital Wealth Advisors
Texas
$341K +$25.9K +548 +9%
SAI
154
Savvy Advisors Inc
New York
$340K +$8.07K +171 +3%
CAG
155
Curtis Advisory Group
California
$339K +$326K +6,900 New
Betterment LLC
156
Betterment LLC
New York
$338K +$1.32K +28 +0.4%
CWM
157
Centurion Wealth Management
Virginia
$335K +$322K +6,823 New
AA
158
Alesco Advisors
New York
$335K
MPW
159
Monterey Private Wealth
California
$334K +$849 +18 +0.3%
MIA
160
Milestone Investment Advisors
Wisconsin
$333K +$164K +3,467 +104%
HI
161
Harbour Investments
Wisconsin
$321K -$283 -6 -0.1%
BFG
162
Beacon Financial Group
Texas
$309K +$189 +4 +0.1%
TF
163
Theory Financial
Colorado
$305K +$31.1K +660 +12%
ASN
164
Advisory Services Network
Georgia
$295K
US Bancorp
165
US Bancorp
Minnesota
$292K +$44.4K +942 +19%
AWM
166
Apollon Wealth Management
South Carolina
$292K
AWM
167
AE Wealth Management
Kansas
$291K +$4.01K +85 +1%
CA
168
Claro Advisors
Massachusetts
$289K +$17.8K +378 +7%
CAL
169
Capital Analysts LLC
Pennsylvania
$287K +$16.2K +343 +6%
IWM
170
IHT Wealth Management
Illinois
$282K +$273K +5,790 New
GA
171
Goldstein Advisors
Wisconsin
$279K -$13.1K -277 -5%
NA
172
NewEdge Advisors
Louisiana
$275K -$53.9K -1,142 -17%
BBA
173
Braun-Bostich & Associates
Pennsylvania
$275K +$26.8K +568 +11%
KP
174
Keel Point
Alabama
$268K
WS
175
Wedbush Securities
California
$267K +$1.46K +31 +0.6%