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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$411K
MBTD
252
Mechanics Bank - Trust Department
California
$407K +$4.84K +50 +1%
TWM
253
Tradition Wealth Management
Minnesota
$405K +$66.2K +683 +20%
CW
254
CreativeOne Wealth
Kansas
$400K -$45.2K -466 -10%
Bessemer Group
255
Bessemer Group
New Jersey
$400K +$400K +4,126 New
BWA
256
BDO Wealth Advisors
Florida
$393K +$872 +9 +0.2%
FPFS
257
First Personal Financial Services
North Carolina
$393K +$1.94K +20 +0.5%
TIA
258
Traphagen Investment Advisors
New Jersey
$393K +$194 +2 +0%
Comerica Bank
259
Comerica Bank
Texas
$388K -$101K -1,040 -20%
HIA
260
Harbor Investment Advisory
Maryland
$388K +$163K +1,680 +72%
MIA
261
MMBG Investment Advisors
Florida
$387K -$1.88M -19,430 -83%
PIM
262
Progressive Investment Management
Oregon
$387K
SFG
263
SNS Financial Group
Minnesota
$387K +$12.2K +126 +3%
MWM
264
Modera Wealth Management
New Jersey
$371K +$3.88K +40 +1%
RIS
265
Retirement Income Solutions
Michigan
$366K -$310K -3,202 -46%
PAI
266
Pittenger & Anderson Inc
Nebraska
$364K -$4.55K -47 -1%
PFM
267
Peak Financial Management
Massachusetts
$361K +$26.6K +275 +8%
PWMAG
268
Pinnacle Wealth Management Advisory Group
New Jersey
$360K +$360K +3,720 New
BFS
269
Bradley Foster & Sargent
Connecticut
$356K +$356K +3,675 New
APG
270
Abacus Planning Group
South Carolina
$355K +$151K +1,563 +74%
PIM
271
Penobscot Investment Management
Massachusetts
$354K -$53K -547 -13%
SCG
272
Sonata Capital Group
Washington
$353K
FA
273
Flagstar Advisors
New York
$351K +$36.3K +375 +12%
WI
274
Wintrust Investments
Illinois
$349K -$6.11K -63 -2%
FHA
275
Flagship Harbor Advisors
Massachusetts
$348K +$18.9K +195 +6%