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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
TriaGen Wealth Management
California
$655K -$2.59K -22 -0.4%
FCAS
227
First Command Advisory Services
Texas
$645K -$825 -7 -0.1%
SCM
228
SCS Capital Management
Massachusetts
$644K -$23.9K -203 -4%
BJL
229
Brighton Jones LLC
Washington
$643K +$1.89K +16 +0.3%
SPC
230
Sigma Planning Corp
Michigan
$643K -$590 -5 -0.1%
MFG
231
Merit Financial Group
Georgia
$641K
BCI
232
Brinker Capital Investments
Pennsylvania
$639K -$12.6K -107 -2%
EWA
233
EP Wealth Advisors
California
$638K +$34.7K +294 +6%
GL
234
Graypoint LLC
New York
$635K +$118 +1 +0%
MG
235
Mather Group
Illinois
$635K -$94.1K -798 -14%
RWM
236
Riverbend Wealth Management
South Carolina
$634K
Brown Advisory
237
Brown Advisory
Maryland
$633K
TCM
238
TruNorth Capital Management
Michigan
$625K
AM
239
AGF Management
Ontario, Canada
$621K +$70.7K +600 +14%
PMG
240
ProVise Management Group
Florida
$621K -$14.4K -122 -2%
SWM
241
Silverlake Wealth Management
Vermont
$620K -$18.9K -160 -3%
MGWM
242
Marks Group Wealth Management
Minnesota
$618K
Vontobel Holding
243
Vontobel Holding
Switzerland
$617K
BC
244
Brio Consultants
California
$613K +$113K +961 +25%
MCM
245
MAI Capital Management
Ohio
$607K -$7.19K -61 -1%
MF
246
Meridian Financial
Massachusetts
$598K -$23.6K -200 -4%
WCM
247
WealthBridge Capital Management
Ohio
$598K +$17.7K +150 +3%
MBTD
248
Mechanics Bank - Trust Department
California
$598K +$132K +1,117 +31%
BB
249
Bell Bank
North Dakota
$598K -$16.4K -139 -3%
RIS
250
Richmond Investment Services
Wisconsin
$591K +$275K +2,333 +100%