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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
226
Meridian Financial
Massachusetts
$619K -$46.9K -450 -7%
HNB
227
Huntington National Bank
Ohio
$612K
WDL
228
Well Done LLC
Michigan
$603K -$208 -2 -0%
KDA
229
Kraft Davis & Associates
Missouri
$598K
PBO
230
Peoples Bank (Ohio)
Ohio
$594K -$4.79K -46 -0.8%
WWM
231
WJ Wealth Management
Arizona
$590K
BJL
232
Brighton Jones LLC
Washington
$589K -$38.1K -366 -6%
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$588K -$3.33K -32 -0.6%
NB
234
NBT Bank
New York
$587K
WWM
235
Western Wealth Management
Colorado
$585K -$5.42K -52 -1%
GWM
236
Grand Wealth Management
Michigan
$581K
SWA
237
Stratos Wealth Advisors
Ohio
$567K +$541K +5,198 New
WFA
238
West Financial Advisors
Iowa
$567K
TWM
239
TriaGen Wealth Management
California
$552K -$1.56K -15 -0.3%
GL
240
Graypoint LLC
New York
$547K -$312 -3 -0.1%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$546K -$167K -1,600 -24%
CFA
242
CWS Financial Advisors
Michigan
$544K +$937 +9 +0.2%
MFC
243
Morris Financial Concepts
South Carolina
$543K +$110K +1,058 +27%
NL
244
NEPC LLC
Massachusetts
$540K +$27.2K +261 +6%
TCM
245
TruNorth Capital Management
Michigan
$539K +$514K +4,935 New
AM
246
AGF Management
Ontario, Canada
$535K -$10.4K -100 -2%
MGWM
247
Marks Group Wealth Management
Minnesota
$533K
FCAS
248
First Command Advisory Services
Texas
$528K -$42.7K -410 -8%
EWA
249
EP Wealth Advisors
California
$528K -$97.7K -938 -16%
FPF
250
First Pacific Financial
Washington
$518K -$27.7K -266 -5%