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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$666K
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$665K -$29.4K -255 -4%
SWM
228
SK Wealth Management
Rhode Island
$660K +$617K +5,351 New
MF
229
Meridian Financial
Massachusetts
$658K
SDJVC
230
St. Denis J. Villere & Co
Louisiana
$651K
WWM
231
WJ Wealth Management
Arizona
$650K
Fidelity Investments
232
Fidelity Investments
Massachusetts
$649K +$10.6K +92 +2%
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$645K -$1.38K -12 -0.2%
MWM
234
Modera Wealth Management
New Jersey
$645K -$73.1K -634 -11%
FCAS
235
First Command Advisory Services
Texas
$637K -$4.38K -38 -0.7%
BB
236
Bell Bank
North Dakota
$634K -$39.5K -342 -6%
PI
237
PFG Investments
New York
$634K -$5.42K -47 -0.9%
SWA
238
Stratos Wealth Advisors
Ohio
$632K +$6.11K +53 +1%
PMG
239
ProVise Management Group
Florida
$630K -$58.4K -506 -9%
KDA
240
Kraft Davis & Associates
Missouri
$626K -$28.7K -249 -5%
TWM
241
TriaGen Wealth Management
California
$623K +$14.2K +123 +2%
WFA
242
West Financial Advisors
Iowa
$619K -$46.6K -404 -7%
SPC
243
Sigma Planning Corp
Michigan
$613K -$54.2K -470 -8%
MFC
244
Morris Financial Concepts
South Carolina
$604K -$41.8K -362 -7%
GL
245
Graypoint LLC
New York
$603K
Brown Advisory
246
Brown Advisory
Maryland
$602K +$577K +4,998 New
NL
247
NEPC LLC
Massachusetts
$596K +$19.6K +170 +4%
TCM
248
TruNorth Capital Management
Michigan
$594K
CFA
249
CWS Financial Advisors
Michigan
$594K -$6.58K -57 -1%
MGWM
250
Marks Group Wealth Management
Minnesota
$587K