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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
251
CreativeOne Wealth
Kansas
$270K +$262K +3,069 New
GKWIM
252
Gerber Kawasaki Wealth & Investment Management
California
$269K +$1.96K +23 +0.8%
CCM
253
Cribstone Capital Management
Maine
$268K -$853 -10 -0.3%
D
254
Diversified
Delaware
$262K +$128K +1,500 +101%
DWT
255
Dorsey & Whitney Trust
South Dakota
$260K
FCB
256
First Command Bank
Texas
$256K
FCFS
257
First Command Financial Services
Texas
$256K
H
258
HoyleCohen
California
$255K
RA
259
RFG Advisory
Alabama
$251K +$32.4K +380 +15%
RG
260
Rikoon Group
New Mexico
$246K
HWA
261
HCR Wealth Advisors
California
$246K +$25.6K +300 +12%
PCA
262
Personal Capital Advisors
California
$245K +$238K +2,788 New
HTC
263
Haverford Trust Company
Pennsylvania
$244K
NCM
264
New Capital Management
Texas
$244K
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$242K -$89.3K -1,047 -28%
LI
266
LVZ Inc
Michigan
$241K
MA
267
MUFG Americas
New York
$239K
WLIM
268
White Lighthouse Investment Management
Massachusetts
$239K
PJSIMP
269
P.J. Schmidt Investment Management (PJS)
Wisconsin
$238K +$6.14K +72 +3%
LA
270
LexAurum Advisors
Kansas
$235K +$7.68K +90 +3%
BP
271
Ballentine Partners
Massachusetts
$234K
CA
272
Callahan Advisors
Texas
$234K
IWM
273
IHT Wealth Management
Illinois
$234K +$512 +6 +0.2%
Comerica Bank
274
Comerica Bank
Texas
$234K +$216K +2,532 New
BAM
275
Baldrige Asset Management
Pennsylvania
$231K +$225K +2,633 New