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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
251
Integrated Wealth Concepts
Massachusetts
$343K +$59.7K +680 +19%
FCIM
252
Fairview Capital Investment Management
California
$342K -$32.9K -375 -8%
Comerica Bank
253
Comerica Bank
Texas
$342K
MBTD
254
Mechanics Bank - Trust Department
California
$336K -$2.63K -30 -0.7%
BWA
255
BDO Wealth Advisors
Florida
$328K +$702 +8 +0.2%
TIA
256
Traphagen Investment Advisors
New Jersey
$327K +$176 +2 +0%
FPFS
257
First Personal Financial Services
North Carolina
$327K
SWM
258
Spire Wealth Management
Virginia
$324K -$172K -1,963 -33%
MIA
259
MMBG Investment Advisors
Florida
$323K
PIM
260
Progressive Investment Management
Oregon
$323K
SFG
261
SNS Financial Group
Minnesota
$321K -$878 -10 -0.3%
ES
262
Eagle Strategies
New York
$311K +$113K +1,283 +50%
PWMAG
263
Pinnacle Wealth Management Advisory Group
New Jersey
$304K +$3.95K +45 +1%
KWM
264
KerberRose Wealth Management
Wisconsin
$304K +$330K +3,763 New
PAI
265
Pittenger & Anderson Inc
Nebraska
$303K
PFM
266
Peak Financial Management
Massachusetts
$301K
BFS
267
Bradley Foster & Sargent
Connecticut
$297K
WCG
268
Weaver Consulting Group
California
$297K +$16K +182 +5%
PIM
269
Penobscot Investment Management
Massachusetts
$295K
KLI
270
Kelman-Lazarov Inc
Tennessee
$295K +$48.5K +552 +18%
SCG
271
Sonata Capital Group
Washington
$294K
FHA
272
Flagship Harbor Advisors
Massachusetts
$293K +$2.63K +30 +0.8%
CCFCSB
273
Cape Cod Five Cents Savings Bank
Massachusetts
$289K +$84.5K +963 +37%
SFA
274
Sequoia Financial Advisors
Ohio
$284K +$790 +9 +0.3%
JWA
275
JFS Wealth Advisors
Pennsylvania
$282K