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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
251
Sharper & Granite
California
$655K +$5.46K +37 +0.9%
GAA
252
Global Assets Advisory
Florida
$655K +$627K +4,243 New
WWM
253
Western Wealth Management
Colorado
$643K -$4.72K -32 -0.8%
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$643K +$143K +969 +30%
MCM
255
Mill Capital Management
North Carolina
$640K
RWM
256
Ritholtz Wealth Management
New York
$632K
NGA
257
Naples Global Advisors
Florida
$629K +$602K +4,078 New
TCM
258
TruNorth Capital Management
Michigan
$627K +$600K +4,066 New
Franklin Resources
259
Franklin Resources
California
$626K -$16.2K -110 -3%
PAA
260
Peregrine Asset Advisers
Oregon
$623K +$32K +217 +6%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$619K
PIM
262
Progressive Investment Management
Oregon
$617K
BCPWM
263
Bradley & Co Private Wealth Management
Florida
$615K
MF
264
Meridian Financial
Massachusetts
$613K -$48K -325 -8%
HG
265
Harbor Group
New Hampshire
$608K -$16.7K -113 -3%
GPCM
266
Guardsman Private Capital Management
Florida
$603K
VT
267
Vise Technologies
New York
$600K +$574K +3,890 New
NSIM
268
North Star Investment Management
Illinois
$595K
HWA
269
Heartwood Wealth Advisors
Virginia
$591K
PRAG
270
Portfolio Resources Advisor Group
Florida
$586K +$2.95K +20 +0.5%
SA
271
Sanctuary Advisors
Indiana
$584K +$122K +824 +28%
BB
272
Bell Bank
North Dakota
$581K -$5.32K -36 -0.9%
WF
273
Warner Financial
Maryland
$573K +$295 +2 +0.1%
WCG
274
Weaver Consulting Group
California
$568K
NL
275
NWAM LLC
Washington
$565K +$541K +3,662 New