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Ishares Tr

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NewIncreasedMaintainedDecreasedLiquidated
271453
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Weaver Consulting Group03-31-2021Msci Usa Esg Slc3,500Maintained0.000.19307,000.006.6087.71Form 13
Baldwin Brothers Inc/ma03-31-2021Msci Usa Esg Slc770Decreased-6.550.0168,000.000.0088.31Form 13
Lvz Advisors, Inc.03-31-2021Msci Usa Esg Slc2,748Maintained0.000.04241,000.006.6487.70Form 13
Trust Co03-31-2021Msci Usa Esg Slc240Maintained0.000.0221,000.005.0087.50Form 13
Pacifica Partners Inc.03-31-2021Msci Usa Esg Slc134Maintained0.000.0112,000.009.0989.55Form 13
Acropolis Investment Management, Llc03-31-2021Msci Usa Esg Slc3,570Maintained0.000.03314,000.006.8087.96Form 13
Highland Private Wealth Management03-31-2021Msci Usa Esg Slc33,450Decreased-0.480.482,938,000.006.1887.83Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund18,462Maintained0.000.401,621,000.006.6487.80Form 13
Phoenix Wealth Advisors03-31-2021Msci Usa Esg Slc540Maintained0.000.0448,000.009.0988.89Form 13
Huntington National Bank03-31-2021Exchange Traded1Maintained0.000.000.000.000.00Form 13
Bft Financial Group, Llc03-31-2021Msci Usa Esg Slc5,824Increased7.340.14511,000.0014.3287.74Form 13
Money Design Co.,ltd.03-31-2021Etf142,144Increased16.911.4512,483,000.0025.3987.82Form 13
Hilltop Wealth Advisors, Llc03-31-2021Msci Usa Esg Slc5,876Increased28.350.39516,000.0036.8787.81Form 13
Walkner Condon Financial Advisors Llc03-31-2021Msci Usa Esg Slc5,562Maintained0.000.19488,000.006.5587.74Form 13
Advisornet Financial, Inc03-31-2021Etf880Maintained0.000.0177,000.006.9487.50Form 13
Westside Investment Management, Inc.03-31-2021Com13,378Decreased-5.613.101,174,000.000.6087.76Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Msci Usa Esg Slc0Liquidated!-100.000.000.000.000.00Form 13
Global Retirement Partners, Llc03-31-2021Msci Usa Esg Slc214Maintained0.000.0019,000.005.5688.79Form 13
Baldrige Asset Management Llc03-31-2021Msci Usa Esg Slc2,633New!0.000.13231,000.000.0087.73Form 13
Secure Asset Management, Llc03-31-2021Msci Usa Esg Slc3,124Decreased-6.020.15274,000.000.0087.71Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F0Liquidated!-100.000.000.000.000.00Form 13
Burt Wealth Advisors03-31-2021Msci Usa Esg Slc0Liquidated!-100.000.000.000.000.00Form 13
New Capital Management Lp03-31-2021Usa Esg Slct Etf2,780Maintained0.000.22244,000.006.5587.77Form 13
Prism Advisors, Inc.03-31-2021Msci Usa Esg Slc4,934Increased1.110.16433,000.007.7187.76Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open138New!0.000.0012,000.000.0086.96Form 13
Wolff Wiese Magana Llc03-31-2021Msci Usa Esg Slc330Maintained0.000.0229,000.007.4187.88Form 13
Adirondack Trust Co03-31-2021Mutual Fund600Maintained0.000.0353,000.008.1688.33Form 13
Trust Co Of Vermont03-31-2021Com4,807Decreased-2.890.03422,000.003.43175.60Form 13
Harbor Investment Advisory, Llc03-31-2021Etf1,787Increased9.360.02157,000.0016.3087.86Form 13
Accredited Investors Inc.03-31-2021Msci Usa Esg Slc30,858Increased7.870.362,710,000.0015.0787.82Form 13
Next Financial Group, Inc03-31-2021Msci Usa Esg Slc1,399Increased4271.880.01123,000.004,000.0087.92Form 13