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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AM
226
AGF Management
Ontario, Canada
$456K -$85.9K -1,000 -16%
WCF
227
West Coast Financial
California
$455K +$445K +5,184 New
BAM
228
Belpointe Asset Management
Nevada
$447K -$31K -361 -7%
CFA
229
CWS Financial Advisors
Michigan
$444K +$14K +163 +3%
GL
230
Graypoint LLC
New York
$440K +$86 +1 +0%
TWM
231
Tradition Wealth Management
Minnesota
$438K +$27.4K +319 +7%
CPFP
232
Clear Perspectives Financial Planning
Ohio
$437K
WWM
233
Western Wealth Management
Colorado
$435K +$344 +4 +0.1%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$428K +$7.99K +93 +2%
TWM
235
TriaGen Wealth Management
California
$424K
OC
236
Oppenheimer & Co
New York
$417K
PCM
237
Parsons Capital Management
Rhode Island
$416K +$4.73K +55 +1%
Bank of New York Mellon
238
Bank of New York Mellon
New York
$415K -$1.72K -20 -0.4%
KNW
239
Kesler Norman & Wride
Utah
$409K
PI
240
PFG Investments
New York
$409K +$400K +4,654 New
FCI
241
Financial Counselors Inc
Kansas
$406K -$29.6K -344 -7%
PWA
242
Providence Wealth Advisors
Illinois
$404K +$119K +1,390 +43%
SFG
243
SNS Financial Group
Minnesota
$395K
BFS
244
Bard Financial Services
Connecticut
$395K
AFO
245
Arrowroot Family Office
California
$395K +$386K +4,497 New
PHIC
246
Pine Haven Investment Counsel
Massachusetts
$382K -$21.5K -250 -5%
SFG
247
Sage Financial Group
Pennsylvania
$379K +$1.12K +13 +0.3%
PCFFS
248
Pacific Center for Financial Services
California
$377K +$369K +4,292 New
WP
249
WealthSource Partners
California
$376K +$172 +2 +0%
PFS
250
Prospera Financial Services
Texas
$374K +$64.4K +749 +21%