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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
$372K
MBTD
252
Mechanics Bank - Trust Department
California
$367K +$2.58K +30 +0.7%
D
253
Dentgroup
Louisiana
$354K -$85.7K -997 -20%
PIM
254
Progressive Investment Management
Oregon
$351K
FPFS
255
First Personal Financial Services
North Carolina
$347K +$2.58K +30 +0.8%
FCB
256
First Command Bank
Texas
$345K +$73.5K +855 +28%
FCFS
257
First Command Financial Services
Texas
$345K +$73.5K +855 +28%
MWM
258
Modera Wealth Management
New Jersey
$340K
BWM
259
Bulltick Wealth Management
Florida
$335K -$2.48M -28,854 -88%
WLIM
260
White Lighthouse Investment Management
Massachusetts
$333K +$86 +1 +0%
BFS
261
Bradley Foster & Sargent
Connecticut
$331K
HCM
262
Highview Capital Management
Illinois
$331K
FCIM
263
Fairview Capital Investment Management
California
$331K -$43K -500 -12%
SFA
264
Sequoia Financial Advisors
Ohio
$331K +$18.4K +214 +6%
GRP
265
Global Retirement Partners
California
$330K +$74.6K +868 +30%
PFM
266
Peak Financial Management
Massachusetts
$328K -$12.5K -145 -4%
WCG
267
Weaver Consulting Group
California
$323K
PFA
268
Pathway Financial Advisors
Vermont
$323K +$30.1K +350 +11%
Jane Street
269
Jane Street
New York
$319K -$821K -9,554 -72%
TFS
270
Thoroughbred Financial Services
Tennessee
$317K
BFA
271
BBJS Financial Advisors
Washington
$316K +$41.4K +482 +15%
PA
272
Pinnacle Associates
New York
$315K -$4.55K -53 -1%
SWIG
273
Strategic Wealth Investment Group
Kentucky
$314K +$29.7K +346 +11%
MFS
274
McNamara Financial Services
Massachusetts
$313K -$89.3K -1,039 -23%
PIM
275
Penobscot Investment Management
Massachusetts
$311K -$9.02K -105 -3%