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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
151
RCS Financial Planning
Maryland
$441K +$430K +7,703 New
EWA
152
EverSource Wealth Advisors
Alabama
$437K -$143K -2,555 -25%
AC
153
Attessa Capital
Arizona
$429K -$13.6K -243 -3%
OIA
154
OneDigital Investment Advisors
Kansas
$427K -$66.5K -1,192 -14%
TIM
155
Tortoise Investment Management
New York
$416K – – –
SPAS
156
Spectrum Planning & Advisory Services
California
$413K -$2.12K -38 -0.5%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$404K -$970K -17,387 -71%
TWP
158
Tempus Wealth Planning
California
$391K -$22.9K -410 -6%
SAI
159
Savvy Advisors Inc
New York
$390K -$19.7K -354 -5%
EPW
160
Endeavor Private Wealth
Kansas
$378K +$41.3K +740 +13%
Stifel Financial
161
Stifel Financial
Missouri
$378K +$56 +1 +0%
AG
162
Ascent Group
Virginia
$369K -$117K -2,093 -25%
AA
163
Alesco Advisors
New York
$366K – – –
Betterment LLC
164
Betterment LLC
New York
$363K -$32.1K -575 -8%
CAG
165
Curtis Advisory Group
California
$363K -$185K -3,322 -34%
DAS
166
Diversify Advisory Services
Utah
$358K -$181K -3,253 -35%
BFG
167
Beacon Financial Group
Texas
$351K -$2.96K -53 -0.9%
BFG
168
Buttonwood Financial Group
Missouri
$350K -$104K -1,857 -23%
US Bancorp
169
US Bancorp
Minnesota
$338K – – –
AFA
170
Alpha Financial Advisors
North Carolina
$334K +$725 +13 +0.2%
PWM
171
Penobscot Wealth Management
Maine
$330K +$321K +5,753 New
MIA
172
Milestone Investment Advisors
Wisconsin
$330K -$279 -5 -0.1%
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$317K -$51.8K -929 -14%
HPM
174
Hoxton Planning & Management
West Virginia
$315K -$77.9K -1,396 -20%
KP
175
Keel Point
Alabama
$313K – – –