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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
151
Cornerstone Planning Group
New Jersey
$442K +$375K +6,490 +1,399%
EPW
152
Endeavor Private Wealth
Kansas
$438K +$146K +2,531 +47%
HI
153
Harbour Investments
Wisconsin
$436K +$204K +3,528 +81%
KW
154
KWB Wealth
California
$436K -$34.7K -600 -7%
AM
155
AGF Management
Ontario, Canada
$431K -$34.7K -600 -7%
SFMG
156
Sage Financial Management Group
Virginia
$422K
OIA
157
OneDigital Investment Advisors
Kansas
$416K +$18K +311 +4%
HPM
158
Hoxton Planning & Management
West Virginia
$409K +$69.7K +1,205 +19%
AC
159
Attessa Capital
Arizona
$406K -$28.7K -496 -6%
CAG
160
Curtis Advisory Group
California
$398K +$51.4K +888 +14%
EL
161
EQ LLC
Washington
$393K +$39K +674 +10%
MWM
162
MBE Wealth Management
Wisconsin
$387K -$89.2K -1,541 -18%
TIM
163
Tortoise Investment Management
New York
$382K +$868 +15 +0.2%
SPAS
164
Spectrum Planning & Advisory Services
California
$376K -$21.4K -370 -5%
TWP
165
Tempus Wealth Planning
California
$361K -$7.29K -126 -2%
BFG
166
Beacon Financial Group
Texas
$360K +$22.2K +383 +6%
PWM
167
Penobscot Wealth Management
Maine
$358K +$31.2K +539 +9%
CCA
168
Cora Capital Advisors
New Jersey
$356K
US Bancorp
169
US Bancorp
Minnesota
$355K -$49.4K -853 -12%
Stifel Financial
170
Stifel Financial
Missouri
$350K -$14.8K -256 -4%
AFA
171
Alpha Financial Advisors
North Carolina
$332K +$752 +13 +0.2%
PWA
172
Physician Wealth Advisors
Utah
$330K -$143K -2,478 -29%
CAAS
173
Capital Asset Advisory Services
Michigan
$327K +$19.3K +334 +7%
FIT
174
Financially in Tune
Massachusetts
$323K +$3.18K +55 +0.9%
MIA
175
Milestone Investment Advisors
Wisconsin
$317K -$521 -9 -0.2%