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iShares ESG Advanced MSCI USA ETF
USXF

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
176
Venturi Wealth Management
Texas
$317K -$297K -5,142 -47%
SB
177
Strategic Blueprint
Georgia
$312K +$7.98K +138 +3%
OPWM
178
Oregon Pacific Wealth Management
Oregon
$305K -$22.7K -392 -7%
KP
179
Keel Point
Alabama
$302K – – –
MW
180
Maia Wealth
Colorado
$299K -$92.6K -1,600 -23%
AA
181
Armis Advisers
Georgia
$294K – – –
EWM
182
Elmwood Wealth Management
California
$294K – – –
TC
183
Trilogy Capital
California
$292K +$50K +865 +20%
NS
184
Northland Securities
Minnesota
$290K – – –
WA
185
WBH Advisory
Maryland
$288K -$2.14K -37 -0.7%
ZIM
186
Zacks Investment Management
Illinois
$288K – – –
CWM
187
Contango Wealth Management
California
$287K +$301K +5,205 New
MMA
188
Miracle Mile Advisors
California
$285K – – –
GA
189
Goldstein Advisors
Wisconsin
$283K -$3.65K -63 -1%
AG
190
Ascent Group
Virginia
$281K -$636 -11 -0.2%
CWM
191
Centurion Wealth Management
Virginia
$278K -$6.13K -106 -2%
CWS
192
Cypress Wealth Services
California
$278K +$55.7K +962 +24%
FWM
193
FFT Wealth Management
Pennsylvania
$275K +$289K +4,988 New
SEIA
194
Signature Estate & Investment Advisors
California
$275K +$19.6K +339 +7%
WF
195
Warner Financial
Maryland
$272K +$636 +11 +0.2%
TW
196
Traveka Wealth
California
$270K +$25.2K +435 +10%
USCWA
197
U.S. Capital Wealth Advisors
Texas
$269K – – –
SIM
198
Stratos Investment Management
Ohio
$267K -$22.6K -390 -7%
CCWP
199
Cedar Cove Wealth Partners
Minnesota
$259K -$4.4K -76 -2%
GWP
200
Gen-Wealth Partners
Michigan
$255K +$8.91K +154 +3%
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