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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
226
Well Done LLC
Michigan
$572K
EDRIA
227
Edmonds Duncan Registered Investment Advisors
Kansas
$569K
PA
228
Prism Advisors
California
$564K +$53.3K +519 +11%
BAM
229
Barrett Asset Management
New York
$558K +$416K +4,050 +338%
GWM
230
Grand Wealth Management
Michigan
$557K +$539K +5,240 New
MFG
231
Monumental Financial Group
Maryland
$553K -$24.8K -241 -4%
MFG
232
Merit Financial Group
Georgia
$531K
RC
233
RegentAtlantic Capital
New Jersey
$530K
SVWAG
234
Sound View Wealth Advisors Group
Georgia
$529K +$68K +662 +15%
TCOV
235
Trust Company of Vermont
Vermont
$515K +$4.11K +40 +0.8%
COF
236
Capital One Financial
Virginia
$512K -$6.58K -64 -1%
CFA
237
CWS Financial Advisors
Michigan
$512K +$495K +4,816 New
KNW
238
Kesler Norman & Wride
Utah
$500K
OC
239
Oppenheimer & Co
New York
$494K +$41.1K +400 +9%
GSWM
240
Greenup Street Wealth Management
Michigan
$494K +$478K +4,649 New
Comerica Bank
241
Comerica Bank
Texas
$491K +$302K +2,936 +134%
CW
242
CreativeOne Wealth
Kansas
$488K +$83K +807 +21%
AWA
243
Arete Wealth Advisors
Illinois
$485K +$102K +991 +28%
FCI
244
Financial Counselors Inc
Kansas
$481K -$64.9K -631 -12%
MFS
245
McNamara Financial Services
Massachusetts
$481K -$6.89K -67 -1%
FCIM
246
Fairview Capital Investment Management
California
$480K -$25.7K -250 -5%
BFS
247
Bard Financial Services
Connecticut
$478K
GL
248
Graypoint LLC
New York
$476K
HCM
249
Hengehold Capital Management
Ohio
$476K +$37.3K +363 +9%
T
250
TCWP
Ohio
$475K +$460K +4,478 New