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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$253K +$40.7K +704 +18%
NCMW
202
Northern Capital Management (Washington)
Washington
$246K
AWM
203
Apollon Wealth Management
South Carolina
$244K -$9.66K -167 -4%
SA
204
Sovran Advisors
California
$236K -$10.5K -182 -5%
AA
205
ArborFi Advisors
Michigan
$233K +$244K +4,223 New
SFG
206
Sovereign Financial Group
Connecticut
$226K
SWA
207
Sax Wealth Advisors
New Jersey
$224K
JC
208
JB Capital
Connecticut
$218K -$8.62K -149 -4%
FFN
209
Focus Financial Network
Minnesota
$217K +$7.93K +137 +4%
AA
210
Aire Advisors
California
$217K +$463 +8 +0.2%
BBA
211
Braun-Bostich & Associates
Pennsylvania
$216K -$521 -9 -0.2%
MWP
212
Madison Wealth Partners
Wisconsin
$214K
WSFG
213
Wall Street Financial Group
Illinois
$214K -$5.44K -94 -2%
PJSIMP
214
P.J. Schmidt Investment Management (PJS)
Wisconsin
$212K +$222K +3,832 New
Fidelity Investments
215
Fidelity Investments
Massachusetts
$211K +$8.74K +151 +4%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$208K +$58 +1 +0%
PCA
217
Pallas Capital Advisors
Massachusetts
$205K -$16.3K -282 -7%
AIM
218
Advyzon Investment Management
Illinois
$204K +$214K +3,701 New
RCAG
219
Rehmann Capital Advisory Group
Michigan
$203K +$347 +6 +0.2%
Corient Private Wealth
220
Corient Private Wealth
Florida
$200K +$521 +9 +0.2%
KIM
221
Kestra Investment Management
Texas
$200K +$3.07K +53 +1%
AWM
222
AE Wealth Management
Kansas
$195K -$37.8K -653 -16%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$193K +$104K +1,800 +106%
AIM
224
Acropolis Investment Management
Missouri
$188K +$197K +3,400 New
FGAM
225
Financial Gravity Asset Management
Texas
$172K +$1.1K +19 +0.6%