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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$702K +$30.4K +248 +4%
GT
227
Glenmede Trust
Pennsylvania
$696K -$106K -862 -13%
SWM
228
Silverlake Wealth Management
Vermont
$693K -$8.71K -71 -1%
LEA
229
Legacy Edge Advisors
New York
$689K -$32.3K -263 -4%
Comerica Bank
230
Comerica Bank
Texas
$681K -$77.2K -629 -10%
PPA
231
Pilgrim Partners Asia
Singapore
$681K +$687K +5,600 New
BJL
232
Brighton Jones LLC
Washington
$678K +$684K +5,578 New
KDA
233
Kraft Davis & Associates
Missouri
$677K +$22.9K +187 +4%
TCOV
234
Trust Company of Vermont
Vermont
$674K +$859 +7 +0.1%
WDL
235
Well Done LLC
Michigan
$669K
MWM
236
Modera Wealth Management
New Jersey
$663K +$12.3K +100 +2%
Vontobel Holding
237
Vontobel Holding
Switzerland
$663K +$669K +5,455 New
SDJVC
238
St. Denis J. Villere & Co
Louisiana
$658K
WWM
239
WJ Wealth Management
Arizona
$657K
MCM
240
MAI Capital Management
Ohio
$652K -$30.2K -246 -4%
WCFA
241
Walkner Condon Financial Advisors
Wisconsin
$650K -$859 -7 -0.1%
WFA
242
West Financial Advisors
Iowa
$642K +$17.5K +143 +3%
BB
243
Bell Bank
North Dakota
$635K -$6.38K -52 -1%
WA
244
Waverly Advisors
Alabama
$633K +$88.8K +724 +16%
PMG
245
ProVise Management Group
Florida
$631K -$5.77K -47 -0.9%
FCAS
246
First Command Advisory Services
Texas
$630K -$13.5K -110 -2%
TWM
247
TriaGen Wealth Management
California
$630K
MFC
248
Morris Financial Concepts
South Carolina
$625K +$15.8K +129 +3%
GRP
249
Global Retirement Partners
California
$625K +$180K +1,465 +40%
SPC
250
Sigma Planning Corp
Michigan
$620K +$859 +7 +0.1%