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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Harbour Investments
Wisconsin
$344K -$31K -634 -9%
AA
177
Alesco Advisors
New York
$344K – – –
BFG
178
Beacon Financial Group
Texas
$334K -$7.13K -146 -2%
US Bancorp
179
US Bancorp
Minnesota
$318K – – –
EPW
180
Endeavor Private Wealth
Kansas
$316K +$46.9K +960 +20%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$314K -$94.2K -1,927 -25%
AFA
182
Alpha Financial Advisors
North Carolina
$314K +$684 +14 +0.2%
MIA
183
Milestone Investment Advisors
Wisconsin
$310K -$30.5K -625 -10%
HF
184
HRT Financial
New York
$307K +$279K +5,707 New
AWM
185
Axxcess Wealth Management
California
$304K +$27.3K +558 +11%
CAAS
186
Capital Asset Advisory Services
Michigan
$303K +$27.3K +558 +11%
CWS
187
Cypress Wealth Services
California
$298K +$270K +5,520 New
KP
188
Keel Point
Alabama
$295K – – –
CWM
189
Centurion Wealth Management
Virginia
$291K -$34.1K -697 -11%
SFG
190
Sovereign Financial Group
Connecticut
$287K -$101K -2,068 -28%
EWM
191
Elmwood Wealth Management
California
$287K – – –
GA
192
Goldstein Advisors
Wisconsin
$286K -$391 -8 -0.2%
SIM
193
Stratos Investment Management
Ohio
$285K -$25.3K -517 -9%
BBA
194
Braun-Bostich & Associates
Pennsylvania
$285K -$54.9K -1,124 -18%
OCM
195
One Capital Management
California
$283K – – –
First Trust Advisors
196
First Trust Advisors
Illinois
$281K +$31.4K +642 +14%
ZIM
197
Zacks Investment Management
Illinois
$281K – – –
MLA
198
My Legacy Advisors
Oregon
$275K -$155K -3,177 -39%
SA
199
Sovran Advisors
California
$272K -$49.3K -1,008 -17%
JC
200
JB Capital
Connecticut
$268K -$84.4K -1,727 -26%