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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Centurion Wealth Management
Virginia
$303K – – –
BBA
177
Braun-Bostich & Associates
Pennsylvania
$299K +$21.8K +439 +7%
AA
178
Alesco Advisors
New York
$298K -$21.6K -435 -6%
MIA
179
Milestone Investment Advisors
Wisconsin
$298K -$19.6K -394 -6%
BFG
180
Beacon Financial Group
Texas
$295K +$397 +8 +0.1%
WS
181
Wedbush Securities
California
$284K +$8.1K +163 +3%
HH
182
Hilltop Holdings
Texas
$282K -$21.7K -436 -7%
GSWM
183
Golden State Wealth Management
California
$276K +$79.8K +1,606 +37%
US Bancorp
184
US Bancorp
Minnesota
$275K -$2.43K -49 -0.8%
P
185
&Partners
Tennessee
$273K +$204K +4,111 New
SIM
186
Stratos Investment Management
Ohio
$271K +$289K +5,810 New
AFA
187
Alpha Financial Advisors
North Carolina
$271K +$288K +5,800 New
GWP
188
Gateway Wealth Partners
Wisconsin
$270K +$73.1K +1,471 +34%
KIM
189
Kestra Investment Management
Texas
$270K +$69.5K +1,399 +32%
SA
190
Sovran Advisors
California
$266K +$299K +6,022 New
VBFP
191
Valtinson Bruner Financial Planning
Minnesota
$264K +$26.6K +535 +10%
KW
192
KWB Wealth
California
$262K +$262K +5,271 New
KP
193
Keel Point
Alabama
$255K – – –
FFN
194
Focus Financial Network
Minnesota
$248K +$7.85K +158 +3%
EWM
195
Elmwood Wealth Management
California
$248K – – –
GA
196
Goldstein Advisors
Wisconsin
$248K -$3.87K -78 -1%
OCM
197
One Capital Management
California
$245K -$9.93K -200 -4%
ZIM
198
Zacks Investment Management
Illinois
$243K – – –
CAAS
199
Capital Asset Advisory Services
Michigan
$240K +$14.1K +283 +6%
AWM
200
Axxcess Wealth Management
California
$237K +$14.1K +283 +6%