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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
226
RegentAtlantic Capital
New Jersey
$370K
HCM
227
Hengehold Capital Management
Ohio
$370K +$31.3K +368 +8%
CFA
228
CWS Financial Advisors
Michigan
$367K
TWM
229
TriaGen Wealth Management
California
$366K +$14.5K +171 +4%
WLIM
230
White Lighthouse Investment Management
Massachusetts
$363K -$16K -188 -4%
OC
231
Oppenheimer & Co
New York
$361K -$12.8K -150 -3%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$358K -$207K -2,428 -34%
APG
233
Abacus Planning Group
South Carolina
$357K
KNW
234
Kesler Norman & Wride
Utah
$354K
Jane Street
235
Jane Street
New York
$349K -$4.37M -51,344 -92%
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$349K -$292K -3,428 -43%
MFS
237
McNamara Financial Services
Massachusetts
$349K -$766 -9 -0.2%
PHIC
238
Pine Haven Investment Counsel
Massachusetts
$349K
TCOV
239
Trust Company of Vermont
Vermont
$347K -$35.2K -414 -8%
BFS
240
Bard Financial Services
Connecticut
$342K
TFS
241
Thoroughbred Financial Services
Tennessee
$341K -$17.1K -201 -4%
WT
242
Whittier Trust
California
$341K
TWM
243
Tradition Wealth Management
Minnesota
$335K +$8.76K +103 +2%
WP
244
WealthSource Partners
California
$327K +$366K +4,306 New
Comerica Bank
245
Comerica Bank
Texas
$326K
SFG
246
Sage Financial Group
Pennsylvania
$326K +$595 +7 +0.2%
PCFFS
247
Pacific Center for Financial Services
California
$325K
FCIM
248
Fairview Capital Investment Management
California
$324K +$2.13K +25 +0.6%
SHGA
249
Sand Hill Global Advisors
California
$323K +$122K +1,439 +51%
FA
250
Flagstar Advisors
New York
$323K +$361K +4,249 New