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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
$425K +$54.5K +1,072 +14%
NA
152
NewEdge Advisors
Louisiana
$416K +$141K +2,768 +49%
UBS Group
153
UBS Group
Switzerland
$402K +$17K +334 +4%
MLA
154
My Legacy Advisors
Oregon
$400K +$17.3K +341 +4%
Creative Planning
155
Creative Planning
Kansas
$395K +$11.6K +228 +3%
TIM
156
Tortoise Investment Management
New York
$395K -$20.3K -400 -5%
CAL
157
Capital Analysts LLC
Pennsylvania
$394K +$106K +2,077 +36%
AM
158
AGF Management
Ontario, Canada
$393K +$20.3K +400 +5%
GWP
159
Gen-Wealth Partners
Michigan
$388K -$17K -335 -4%
AG
160
Ascent Group
Virginia
$382K +$1.27K +25 +0.3%
VA
161
Valmark Advisers
Ohio
$380K +$27.6K +543 +8%
USCWA
162
U.S. Capital Wealth Advisors
Texas
$376K +$30.8K +606 +9%
Mariner
163
Mariner
Kansas
$366K +$374K +7,365 New
CAG
164
Curtis Advisory Group
California
$343K – – –
JC
165
JB Capital
Connecticut
$343K +$106K +2,079 +43%
HI
166
Harbour Investments
Wisconsin
$342K +$17.1K +337 +5%
MPW
167
Monterey Private Wealth
California
$340K +$1.22K +24 +0.4%
AA
168
Alesco Advisors
New York
$339K – – –
CA
169
Claro Advisors
Massachusetts
$337K +$45.3K +892 +15%
MIA
170
Milestone Investment Advisors
Wisconsin
$337K -$508 -10 -0.1%
Betterment LLC
171
Betterment LLC
New York
$336K -$6.55K -129 -2%
SFG
172
Sovereign Financial Group
Connecticut
$331K +$338K +6,657 New
SAI
173
Savvy Advisors Inc
New York
$329K -$16K -315 -5%
HH
174
Hilltop Holdings
Texas
$322K +$329K +6,481 New
BFG
175
Beacon Financial Group
Texas
$314K +$1.68K +33 +0.5%