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iShares ESG Advanced MSCI USA ETF
USXF

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
176
Milestone Investment Advisors
Wisconsin
$331K – – –
DAS
177
Diversify Advisory Services
Utah
$320K -$39.1K -679 -11%
SB
178
Strategic Blueprint
Georgia
$317K -$145K -2,526 -31%
KP
179
Keel Point
Alabama
$315K – – –
EPW
180
Endeavor Private Wealth
Kansas
$311K -$69.1K -1,201 -18%
CAL
181
Capital Analysts LLC
Pennsylvania
$307K +$7.71K +134 +3%
EWM
182
Elmwood Wealth Management
California
$306K – – –
NS
183
Northland Securities
Minnesota
$303K +$302K +5,256 New
SIM
184
Stratos Investment Management
Ohio
$301K -$4.08K -71 -1%
ZIM
185
Zacks Investment Management
Illinois
$300K – – –
WA
186
WBH Advisory
Maryland
$300K +$5.58K +97 +2%
GA
187
Goldstein Advisors
Wisconsin
$298K -$978 -17 -0.3%
MMA
188
Miracle Mile Advisors
California
$297K +$690 +12 +0.2%
CWM
189
Centurion Wealth Management
Virginia
$297K +$115 +2 +0%
AG
190
Ascent Group
Virginia
$294K -$76.4K -1,328 -21%
GWP
191
Gateway Wealth Partners
Wisconsin
$294K +$294K +5,103 New
CAAS
192
Capital Asset Advisory Services
Michigan
$291K +$25.8K +448 +10%
AWM
193
Axxcess Wealth Management
California
$284K +$25.8K +448 +10%
VW
194
Vantus Wealth
Pennsylvania
$283K +$283K +4,922 New
WF
195
Warner Financial
Maryland
$283K +$15.6K +271 +6%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$281K -$38K -660 -12%
USCWA
197
U.S. Capital Wealth Advisors
Texas
$281K +$3.22K +56 +1%
CCWP
198
Cedar Cove Wealth Partners
Minnesota
$275K +$275K +4,776 New
SEIA
199
Signature Estate & Investment Advisors
California
$267K +$267K +4,636 New
AWM
200
Apollon Wealth Management
South Carolina
$264K – – –
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8
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