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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
226
Walkner Condon Financial Advisors
Wisconsin
$752K +$138 +1 +0%
MFC
227
Morris Financial Concepts
South Carolina
$750K -$8.97K -65 -1%
PFPG
228
Pinnacle Financial Partners (Georgia)
Georgia
$746K +$739K +5,353 New
ML
229
McAdam LLC
Pennsylvania
$731K -$276 -2 -0%
MWM
230
Modera Wealth Management
New Jersey
$725K -$37.3K -270 -5%
MFG
231
Merit Financial Group
Georgia
$724K +$19.1K +138 +3%
TWM
232
TriaGen Wealth Management
California
$720K
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$720K +$246K +1,779 +52%
SCM
234
SCS Capital Management
Massachusetts
$708K
FT
235
Fiduciary Trust
Massachusetts
$706K +$233K +1,687 +50%
EWA
236
EP Wealth Advisors
California
$701K +$694K +5,029 New
AM
237
AGF Management
Ontario, Canada
$697K -$55.2K -400 -7%
RWM
238
Riverbend Wealth Management
South Carolina
$697K
MG
239
Mather Group
Illinois
$695K +$138 +1 +0%
TCM
240
TruNorth Capital Management
Michigan
$688K
MGWM
241
Marks Group Wealth Management
Minnesota
$680K
Vontobel Holding
242
Vontobel Holding
Switzerland
$671K
PMG
243
ProVise Management Group
Florida
$667K -$12.3K -89 -2%
LI
244
LRI Investments
Florida
$665K -$75.1K -544 -10%
Empower Advisory Group
245
Empower Advisory Group
Colorado
$663K +$308K +2,232 +88%
SWP
246
Stratos Wealth Partners
Ohio
$654K -$3.04K -22 -0.5%
GRP
247
Global Retirement Partners
California
$654K -$138 -1 -0%
PFM
248
Peak Financial Management
Massachusetts
$653K -$15.2K -110 -2%
CFFNO
249
Common Fund For Nonprofit Organizations
Connecticut
$653K +$140K +1,014 +28%
KDA
250
Kraft Davis & Associates
Missouri
$652K -$69.9K -506 -10%