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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
226
Mather Group
Illinois
$659K +$139 +1 +0%
SCM
227
SCS Capital Management
Massachusetts
$658K -$13.4K -97 -2%
RIM
228
Ryan Investment Management
Colorado
$655K -$520K -3,751 -43%
MCM
229
MAI Capital Management
Ohio
$653K +$65.7K +474 +11%
LI
230
LRI Investments
Florida
$653K +$23.2K +167 +3%
BJL
231
Brighton Jones LLC
Washington
$648K +$680K +4,905 New
MGWM
232
Marks Group Wealth Management
Minnesota
$644K
TWM
233
TriaGen Wealth Management
California
$643K -$41.6K -300 -6%
Vontobel Holding
234
Vontobel Holding
Switzerland
$636K
PMG
235
ProVise Management Group
Florida
$631K -$1.25K -9 -0.2%
FWI
236
Facet Wealth Inc
Maryland
$630K +$207K +1,490 +45%
PFPG
237
Pinnacle Financial Partners (Georgia)
Georgia
$629K -$81.8K -590 -11%
KNW
238
Kesler Norman & Wride
Utah
$616K
PFM
239
Peak Financial Management
Massachusetts
$616K -$3.47K -25 -0.5%
CFFNO
240
Common Fund For Nonprofit Organizations
Connecticut
$611K -$7.49K -54 -1%
WFA
241
West Financial Advisors
Iowa
$607K -$3.6K -26 -0.6%
WCM
242
WealthBridge Capital Management
Ohio
$602K +$139 +1 +0%
RIS
243
Richmond Investment Services
Wisconsin
$597K
CFA
244
CWS Financial Advisors
Michigan
$583K -$6.52K -47 -1%
AF
245
ASL Financial
California
$581K -$11.1K -80 -2%
SFG
246
Sage Financial Group
Pennsylvania
$579K +$555 +4 +0.1%
UBS AM
247
UBS AM
Illinois
$579K +$373K +2,687 +158%
MF
248
Meridian Financial
Massachusetts
$568K
FCAS
249
First Command Advisory Services
Texas
$567K -$2.22K -16 -0.4%
JIC
250
Johnson Investment Counsel
Ohio
$566K