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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
176
Braun-Bostich & Associates
Pennsylvania
$297K +$18.9K +372 +7%
US Bancorp
177
US Bancorp
Minnesota
$296K -$407 -8 -0.1%
WS
178
Wedbush Securities
California
$294K +$24.4K +481 +9%
VAF
179
Values Added Financial
District of Columbia
$290K +$297K +5,840 New
HPM
180
Hoxton Planning & Management
West Virginia
$283K +$16.9K +332 +6%
AWM
181
AE Wealth Management
Kansas
$274K -$21.4K -421 -7%
TC
182
Trilogy Capital
California
$273K +$56.8K +1,117 +26%
KP
183
Keel Point
Alabama
$272K
OCM
184
One Capital Management
California
$270K +$276K +5,440 New
GA
185
Goldstein Advisors
Wisconsin
$268K -$15K -295 -5%
EWM
186
Elmwood Wealth Management
California
$265K
ZIM
187
Zacks Investment Management
Illinois
$259K +$15.4K +304 +6%
FIM
188
Freedom Investment Management
Connecticut
$259K +$264K +5,203 New
FFN
189
Focus Financial Network
Minnesota
$257K +$30K +590 +13%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$255K +$260K +5,122 New
ASN
191
Advisory Services Network
Georgia
$247K -$68.7K -1,352 -21%
CAAS
192
Capital Asset Advisory Services
Michigan
$243K +$23.4K +460 +11%
AWM
193
Apollon Wealth Management
South Carolina
$243K -$54.2K -1,066 -18%
MWM
194
MBE Wealth Management
Wisconsin
$240K +$246K +4,832 New
AWM
195
Axxcess Wealth Management
California
$239K +$244K +4,804 New
EPW
196
Endeavor Private Wealth
Kansas
$232K +$237K +4,667 New
PCA
197
Pallas Capital Advisors
Massachusetts
$227K
First Trust Advisors
198
First Trust Advisors
Illinois
$227K +$232K +4,556 New
NCMW
199
Northern Capital Management (Washington)
Washington
$222K
CFD
200
Creative Financial Designs
Indiana
$220K +$3.3K +65 +1%