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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$285K +$860 +11 +0.3%
BC
227
Bartlett & Co
Ohio
$280K
WT
228
Whittier Trust
California
$280K
BCWM
229
Bartlett & Co Wealth Management
Ohio
$280K
BC
230
Brio Consultants
California
$276K -$23.8K -304 -8%
CCFCSB
231
Cape Cod Five Cents Savings Bank
Massachusetts
$275K -$11.3K -145 -4%
WFAG
232
Wescott Financial Advisory Group
Pennsylvania
$275K +$261K +3,338 New
AWM
233
Affinity Wealth Management
Delaware
$274K
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$274K +$78 +1 +0%
SAM
235
Secure Asset Management
Michigan
$274K +$2.81K +36 +1%
TIA
236
Traphagen Investment Advisors
New Jersey
$271K +$782 +10 +0.3%
PFM
237
Peak Financial Management
Massachusetts
$268K +$255K +3,256 New
SVWAG
238
Sound View Wealth Advisors Group
Georgia
$267K +$6.57K +84 +3%
SA
239
SL Advisors
New Jersey
$265K +$252K +3,224 New
FM
240
Family Management
New York
$259K
CCM
241
Cribstone Capital Management
Maine
$252K +$159K +2,034 +198%
GKWIM
242
Gerber Kawasaki Wealth & Investment Management
California
$251K +$238K +3,048 New
DWT
243
Dorsey & Whitney Trust
South Dakota
$244K
FCB
244
First Command Bank
Texas
$240K +$31.3K +400 +16%
FCFS
245
First Command Financial Services
Texas
$240K +$31.3K +400 +16%
H
246
HoyleCohen
California
$239K
FFN
247
Focus Financial Network
Minnesota
$235K -$7.43K -95 -3%
FPF
248
First Pacific Financial
Washington
$234K -$3.36K -43 -1%
RG
249
Rikoon Group
New Mexico
$231K -$27.4K -350 -11%
CF
250
Corrigan Financial
Rhode Island
$229K -$78 -1 -0%