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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$408K +$420K +4,250 New
PMG
227
ProVise Management Group
Florida
$406K +$61.5K +622 +17%
PAM
228
Premier Asset Management
Illinois
$401K +$132K +1,335 +47%
MBTD
229
Mechanics Bank - Trust Department
California
$399K
HCM
230
Hengehold Capital Management
Ohio
$395K +$2.77K +28 +0.7%
JIC
231
Johnson Investment Counsel
Ohio
$389K
TIA
232
Traphagen Investment Advisors
New Jersey
$389K +$22.2K +225 +6%
BWA
233
BDO Wealth Advisors
Florida
$387K +$294K +2,980 +282%
PIM
234
Progressive Investment Management
Oregon
$384K +$395K +4,000 New
SFG
235
SNS Financial Group
Minnesota
$371K
PWM
236
Perigon Wealth Management
California
$367K +$378K +3,829 New
PA
237
Parkside Advisors
California
$366K +$790 +8 +0.2%
OWP
238
Obermeyer Wealth Partners
Colorado
$363K
CW
239
CreativeOne Wealth
Kansas
$363K +$37.6K +381 +11%
PIM
240
Penobscot Investment Management
Massachusetts
$355K +$130K +1,314 +55%
MWM
241
Modera Wealth Management
New Jersey
$353K
SCG
242
Sonata Capital Group
Washington
$350K
AWA
243
Arete Wealth Advisors
Illinois
$342K +$43.9K +444 +14%
MKA
244
M. Kulyk & Associates
Georgia
$341K
AC
245
Alexandria Capital
Virginia
$339K -$13.3K -135 -4%
JWA
246
JFS Wealth Advisors
Pennsylvania
$336K
WCG
247
Weaver Consulting Group
California
$336K
WT
248
Whittier Trust
California
$336K
SFA
249
Sequoia Financial Advisors
Ohio
$335K +$1.19K +12 +0.3%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$334K +$19.7K +199 +6%