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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KNW
251
Kesler Norman & Wride
Utah
$384K
MFS
252
McNamara Financial Services
Massachusetts
$379K +$329 +4 +0.1%
PHIC
253
Pine Haven Investment Counsel
Massachusetts
$379K
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$378K -$741 -9 -0.2%
SFG
255
SNS Financial Group
Minnesota
$371K +$42.8K +520 +13%
BFS
256
Bard Financial Services
Connecticut
$370K
PMG
257
ProVise Management Group
Florida
$355K -$92.6K -1,124 -21%
SFG
258
Sage Financial Group
Pennsylvania
$355K +$577 +7 +0.2%
MW
259
Marcum Wealth
Ohio
$354K +$354K +4,296 New
PIA
260
Panoramic Investment Advisors
Colorado
$353K +$353K +4,291 New
WP
261
WealthSource Partners
California
$353K -$1.65K -20 -0.5%
FCIM
262
Fairview Capital Investment Management
California
$352K
Comerica Bank
263
Comerica Bank
Texas
$351K
JIC
264
Johnson Investment Counsel
Ohio
$349K +$11.5K +140 +3%
VFA
265
Valeo Financial Advisors
Indiana
$347K +$347K +4,211 New
WA
266
Wealth Alliance
New York
$345K -$204K -2,481 -37%
MBTD
267
Mechanics Bank - Trust Department
California
$342K
BWA
268
BDO Wealth Advisors
Florida
$337K +$1.07K +13 +0.3%
FPF
269
First Pacific Financial
Washington
$335K +$336K +4,075 New
FA
270
Flagstar Advisors
New York
$331K -$18.3K -222 -5%
PIM
271
Progressive Investment Management
Oregon
$329K
FPFS
272
First Personal Financial Services
North Carolina
$323K
PFM
273
Peak Financial Management
Massachusetts
$320K +$14.8K +180 +5%
MWM
274
Modera Wealth Management
New Jersey
$319K +$4.12K +50 +1%
WLIM
275
White Lighthouse Investment Management
Massachusetts
$312K -$81.6K -991 -21%