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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
SCS Capital Management
Massachusetts
$689K +$131 +1 +0%
BJL
227
Brighton Jones LLC
Washington
$689K +$131 +1 +0%
MFG
228
Merit Financial Group
Georgia
$686K
RWM
229
Riverbend Wealth Management
South Carolina
$678K
MG
230
Mather Group
Illinois
$677K -$2.87K -22 -0.4%
TCM
231
TruNorth Capital Management
Michigan
$669K
MGWM
232
Marks Group Wealth Management
Minnesota
$662K
PMG
233
ProVise Management Group
Florida
$661K -$3K -23 -0.5%
Vontobel Holding
234
Vontobel Holding
Switzerland
$653K -$6.27K -48 -1%
BCI
235
Brinker Capital Investments
Pennsylvania
$652K -$30.4K -233 -5%
PFM
236
Peak Financial Management
Massachusetts
$650K +$28.7K +220 +5%
MCM
237
MAI Capital Management
Ohio
$644K -$5.62K -43 -0.9%
SWP
238
Stratos Wealth Partners
Ohio
$640K -$122K -934 -17%
GRP
239
Global Retirement Partners
California
$637K +$7.58K +58 +1%
BC
240
Brio Consultants
California
$634K -$21.7K -166 -3%
WFA
241
West Financial Advisors
Iowa
$631K -$73K -559 -11%
SAI
242
Savvy Advisors Inc
New York
$623K +$600K +4,591 New
WCM
243
WealthBridge Capital Management
Ohio
$618K -$21.4K -164 -3%
RIS
244
Richmond Investment Services
Wisconsin
$613K -$18.3K -140 -3%
CFA
245
CWS Financial Advisors
Michigan
$604K +$5.75K +44 +1%
SFG
246
Sage Financial Group
Pennsylvania
$594K +$522 +4 +0.1%
MF
247
Meridian Financial
Massachusetts
$583K -$54.6K -418 -9%
JIC
248
Johnson Investment Counsel
Ohio
$581K -$13.1K -100 -2%
PCFFS
249
Pacific Center for Financial Services
California
$578K +$392 +3 +0.1%
SG
250
Sharper & Granite
California
$576K -$276K -2,110 -33%