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iShares ESG Aware MSCI USA Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 80,304 | $2.82M | $2.97M | $150,954.96 | 5.35% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 6,233 | $216,472.09 | $232,335.07 | $15,862.98 | 7.33% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 446 | $15,489.58 | $16,533.22 | $1,043.64 | 6.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,053 | $97,183.1 | $112,930.47 | $15,747.37 | 16.2% |
 Austin Private Wealth Austin Private Wealth LLC | 19,394 | $614,207.01 | $721,650.74 | $107,443.73 | 17.49% |
 Ben Rothwell Keystone Financial Services | 11,932 | $385,208.43 | $446,614.76 | $61,406.33 | 15.94% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 31,479 | $997,770.09 | $1.17M | $174,507.87 | 17.49% |
 Ryan Charles Stout Theory Financial LLC | 9,408 | $302,876.86 | $350,871.36 | $47,994.5 | 15.85% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,221 | $111,774.78 | $119,144.79 | $7,370.01 | 6.59% |
 Michael Byun SageView Advisory Group LLC | 67,752 | $2M | $2.52M | $511,578.69 | 25.53% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,079 | $318,763.66 | $337,421.03 | $18,657.37 | 5.85% |
| TT Thaddeus Toal RCS Financial Planning LLC | 10,011 | $325,436.1 | $373,160.02 | $47,723.92 | 14.66% |
 Dean Pelos Commonwealth Retirement Investments LLC | 153 | $5,372 | $5,684.71 | $312.71 | 5.82% |
 Jill Batley Gateway Wealth Partners LLC | 9,909 | $315,423.29 | $367,376.17 | $51,952.88 | 16.47% |
| JC Jared Calvert Buck Wealth Strategies LLC | 476 | $16,703 | $17,719.1 | $1,016.1 | 6.08% |
 Christopher C. Powers Farther Finance Advisors, LLC | 18,565 | $607,949.39 | $686,719.35 | $78,769.96 | 12.96% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 588,537 | $18.69M | $21.94M | $3.25M | 17.38% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 12,862 | $414,776.34 | $480,009.84 | $65,233.5 | 15.73% |
 Amir Har-El Savvy Advisors, Inc. | 8,056 | $282,831 | $300,005.44 | $17,174.44 | 6.07% |
 Anthony Blagrove Traveka Wealth, LLC | 6,487 | $227,759 | $242,257.01 | $14,498.01 | 6.37% |
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