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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Silverlake Wealth Management
Vermont
$699K +$33.4K +256 +5%
SCS Capital Management
227
SCS Capital Management
Massachusetts
$689K +$131 +1 +0%
Brighton Jones LLC
228
Brighton Jones LLC
Washington
$689K +$131 +1 +0%
Merit Financial Group
229
Merit Financial Group
Georgia
$686K – – –
RWM
230
Riverbend Wealth Management
South Carolina
$678K – – –
Mather Group
231
Mather Group
Illinois
$677K -$2.87K -22 -0.4%
TCM
232
TruNorth Capital Management
Michigan
$669K – – –
MGWM
233
Marks Group Wealth Management
Minnesota
$662K – – –
PMG
234
ProVise Management Group
Florida
$661K -$3K -23 -0.5%
Vontobel Holding
235
Vontobel Holding
Switzerland
$653K -$6.27K -48 -1%
Brinker Capital Investments
236
Brinker Capital Investments
Pennsylvania
$652K -$30.4K -233 -5%
PFM
237
Peak Financial Management
Massachusetts
$650K +$28.7K +220 +5%
MAI Capital Management
238
MAI Capital Management
Ohio
$644K -$5.62K -43 -0.9%
Stratos Wealth Partners
239
Stratos Wealth Partners
Ohio
$640K -$122K -934 -17%
Global Retirement Partners
240
Global Retirement Partners
California
$637K +$7.58K +58 +1%
BC
241
Brio Consultants
California
$634K -$21.7K -166 -3%
WFA
242
West Financial Advisors
Iowa
$631K -$73K -559 -11%
Savvy Advisors Inc
243
Savvy Advisors Inc
New York
$623K +$600K +4,591 New
WCM
244
WealthBridge Capital Management
Ohio
$618K -$21.4K -164 -3%
RIS
245
Richmond Investment Services
Wisconsin
$613K -$18.3K -140 -3%
CFA
246
CWS Financial Advisors
Michigan
$604K +$5.75K +44 +1%
SFG
247
Sage Financial Group
Pennsylvania
$594K +$522 +4 +0.1%
MF
248
Meridian Financial
Massachusetts
$583K -$54.6K -418 -9%
Johnson Investment Counsel
249
Johnson Investment Counsel
Ohio
$581K -$13.1K -100 -2%
PCFFS
250
Pacific Center for Financial Services
California
$578K +$392 +3 +0.1%