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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
201
WrapManager Inc
California
$265K -$182K -3,726 -43%
VBFP
202
Valtinson Bruner Financial Planning
Minnesota
$264K -$36.8K -753 -13%
AWM
203
Apollon Wealth Management
South Carolina
$248K +$8.45K +173 +4%
SPC
204
Sigma Planning Corp
Michigan
$248K -$304K -6,227 -58%
HH
205
Hilltop Holdings
Texas
$247K -$71.4K -1,461 -24%
MIM
206
Macroview Investment Management
Maryland
$242K +$219K +4,485 New
NCMW
207
Northern Capital Management (Washington)
Washington
$240K – – –
WS
208
Wedbush Securities
California
$230K -$88.4K -1,809 -30%
GWP
209
Gateway Wealth Partners
Wisconsin
$228K -$76.4K -1,563 -27%
KIM
210
Kestra Investment Management
Texas
$228K -$76.2K -1,559 -27%
ASN
211
Advisory Services Network
Georgia
$223K -$46.7K -956 -19%
BDF
212
Black Diamond Financial
Maryland
$218K +$198K +4,049 New
AA
213
Aire Advisors
California
$218K +$197K +4,041 New
TWCA
214
Two West Capital Advisors
Kansas
$216K +$189K +3,870 New
PCA
215
Pallas Capital Advisors
Massachusetts
$215K -$28K -572 -13%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$213K +$193K +3,943 New
Focus Partners Wealth
217
Focus Partners Wealth
Massachusetts
$209K +$190K +3,879 New
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$207K +$187K +3,830 New
IWS
219
Insight Wealth Strategies
California
$206K +$187K +3,832 New
FFN
220
Focus Financial Network
Minnesota
$205K -$74.5K -1,525 -29%
EWA
221
Emergent Wealth Advisors
New York
$205K +$186K +3,799 New
WSFG
222
Wall Street Financial Group
Illinois
$202K +$183K +3,749 New
MWP
223
Madison Wealth Partners
Wisconsin
$202K +$183K +3,745 New
Jones Financial Companies
224
Jones Financial Companies
Missouri
$200K +$71K +1,452 +64%
CFD
225
Creative Financial Designs
Indiana
$194K -$35.5K -726 -17%