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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
226
Brighton Jones LLC
Washington
$622K +$15.4K +142 +3%
MF
227
Meridian Financial
Massachusetts
$614K -$21.7K -200 -4%
SVWAG
228
Sound View Wealth Advisors Group
Georgia
$611K -$42.8K -395 -7%
SDJVC
229
St. Denis J. Villere & Co
Louisiana
$608K -$130K -1,200 -18%
WWM
230
WJ Wealth Management
Arizona
$607K
MFC
231
Morris Financial Concepts
South Carolina
$604K +$43.9K +405 +8%
WCFA
232
Walkner Condon Financial Advisors
Wisconsin
$603K -$2.28K -21 -0.4%
FCAS
233
First Command Advisory Services
Texas
$599K +$53.1K +490 +10%
PI
234
PFG Investments
New York
$597K -$74.3K -686 -11%
Fidelity Investments
235
Fidelity Investments
Massachusetts
$595K +$118K +1,091 +26%
SWA
236
Stratos Wealth Advisors
Ohio
$584K
SWM
237
Silverlake Wealth Management
Vermont
$579K +$559K +5,156 New
MFG
238
Merit Financial Group
Georgia
$579K -$195K -1,800 -26%
PBO
239
Peoples Bank (Ohio)
Ohio
$569K -$40.6K -375 -7%
TWM
240
TriaGen Wealth Management
California
$568K
GL
241
Graypoint LLC
New York
$563K +$108 +1 +0%
CFA
242
CWS Financial Advisors
Michigan
$561K +$542 +5 +0.1%
TCM
243
TruNorth Capital Management
Michigan
$554K
MGWM
244
Marks Group Wealth Management
Minnesota
$548K
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$545K -$16.3K -150 -3%
EWA
246
EP Wealth Advisors
California
$542K -$1.73K -16 -0.3%
NL
247
NEPC LLC
Massachusetts
$537K -$17.6K -162 -3%
PFM
248
Peak Financial Management
Massachusetts
$533K +$1.08K +10 +0.2%
WA
249
Waverly Advisors
Alabama
$532K +$513K +4,730 New
KNW
250
Kesler Norman & Wride
Utah
$524K