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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
226
McNamara Financial Services
Massachusetts
$324K +$163K +1,907 +94%
AC
227
Alexandria Capital
Virginia
$322K
SCG
228
Sonata Capital Group
Washington
$320K
AIM
229
Acropolis Investment Management
Missouri
$314K
PAI
230
Pittenger & Anderson Inc
Nebraska
$311K
RCM
231
Radnor Capital Management
Pennsylvania
$307K
WCG
232
Weaver Consulting Group
California
$307K
WT
233
Whittier Trust
California
$307K +$8.53K +100 +3%
CAG
234
Crestwood Advisors Group
Massachusetts
$305K
SFA
235
Sequoia Financial Advisors
Ohio
$305K +$853 +10 +0.3%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$298K -$508K -5,959 -64%
VHAM
237
Van Hulzen Asset Management
California
$298K -$5.12K -60 -2%
AWM
238
Affinity Wealth Management
Delaware
$298K
TNB
239
TCF National Bank
South Dakota
$296K -$45.4K -532 -14%
SVWAG
240
Sound View Wealth Advisors Group
Georgia
$296K +$11.4K +134 +4%
BC
241
Brio Consultants
California
$295K +$768 +9 +0.3%
BCWM
242
Bartlett & Co Wealth Management
Ohio
$294K -$4.26K -50 -1%
QCM
243
Quest Capital Management
Texas
$294K -$286K -3,355 -50%
BC
244
Bartlett & Co
Ohio
$294K -$4.26K -50 -1%
PMG
245
ProVise Management Group
Florida
$287K -$149K -1,749 -35%
PFM
246
Peak Financial Management
Massachusetts
$286K
SA
247
SL Advisors
New Jersey
$283K
CCFCSB
248
Cape Cod Five Cents Savings Bank
Massachusetts
$281K -$11.1K -130 -4%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$278K +$59.3K +695 +28%
SAM
250
Secure Asset Management
Michigan
$274K -$17.1K -200 -6%