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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
226
Buckingham Strategic Wealth
Missouri
$464K -$28.2K -342 -6%
NP
227
NorthRock Partners
Minnesota
$462K -$26.2K -318 -5%
BAM
228
Belpointe Asset Management
Nevada
$449K -$19.6K -238 -4%
WDL
229
Well Done LLC
Michigan
$449K +$1.98K +24 +0.4%
WCFA
230
Walkner Condon Financial Advisors
Wisconsin
$447K
SG
231
Sharper & Granite
California
$447K +$448K +5,433 New
PA
232
PFG Advisors
Arizona
$445K -$22.7K -275 -5%
HCM
233
Hengehold Capital Management
Ohio
$444K +$43.5K +528 +11%
KDA
234
Kraft Davis & Associates
Missouri
$442K +$412K +4,999 New
TCOV
235
Trust Company of Vermont
Vermont
$442K +$65.2K +791 +17%
GWM
236
Grand Wealth Management
Michigan
$438K -$6.67K -81 -1%
CFA
237
CWS Financial Advisors
Michigan
$430K +$4.78K +58 +1%
D
238
Dentgroup
Louisiana
$414K -$2.55K -31 -0.6%
GL
239
Graypoint LLC
New York
$413K +$82 +1 +0%
CPFP
240
Clear Perspectives Financial Planning
Ohio
$410K -$1.65K -20 -0.4%
FCI
241
Financial Counselors Inc
Kansas
$409K -$2.06K -25 -0.5%
WWM
242
Western Wealth Management
Colorado
$408K -$475K -5,762 -54%
NB
243
NBT Bank
New York
$400K +$400K +4,854 New
LF
244
Lantz Financial
Illinois
$398K -$139K -1,692 -26%
TWM
245
TriaGen Wealth Management
California
$397K
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$393K -$34.5K -419 -8%
OC
247
Oppenheimer & Co
New York
$391K
Bank of New York Mellon
248
Bank of New York Mellon
New York
$391K +$2.96K +36 +0.8%
PCM
249
Parsons Capital Management
Rhode Island
$385K -$90.2K -1,095 -19%
TWM
250
Tradition Wealth Management
Minnesota
$384K +$20.9K +254 +6%