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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
251
Peak Financial Management
Massachusetts
$465K +$11.8K +127 +3%
FCI
252
Financial Counselors Inc
Kansas
$452K +$5.04K +54 +1%
PI
253
PFG Investments
New York
$445K +$57.2K +613 +16%
SFG
254
SNS Financial Group
Minnesota
$441K
SFG
255
Sage Financial Group
Pennsylvania
$436K +$1.03K +11 +0.3%
PCFFS
256
Pacific Center for Financial Services
California
$433K +$933 +10 +0.2%
TAM
257
Trillium Asset Management
Massachusetts
$417K -$103K -1,100 -21%
JIC
258
Johnson Investment Counsel
Ohio
$416K
MBTD
259
Mechanics Bank - Trust Department
California
$413K -$2.8K -30 -0.7%
PAA
260
Peregrine Asset Advisers
Oregon
$411K
Neuberger Berman Group
261
Neuberger Berman Group
New York
$410K +$381K +4,082 New
WCF
262
West Coast Financial
California
$407K -$99.4K -1,065 -21%
SPC
263
Sigma Planning Corp
Michigan
$403K -$367K -3,933 -50%
PIM
264
Progressive Investment Management
Oregon
$402K
AGA
265
Arkos Global Advisors
Texas
$397K -$50.2K -538 -12%
MFC
266
Morris Financial Concepts
South Carolina
$393K +$2.33K +25 +0.6%
WP
267
WealthSource Partners
California
$391K -$1.03K -11 -0.3%
Goldman Sachs
268
Goldman Sachs
New York
$390K +$362K +3,880 New
TWM
269
Tradition Wealth Management
Minnesota
$389K +$1.96K +21 +0.5%
PFA
270
Pathway Financial Advisors
Vermont
$388K
PHIC
271
Pine Haven Investment Counsel
Massachusetts
$382K
NSIM
272
North Star Investment Management
Illinois
$380K +$18.8K +202 +6%
HCM
273
Highview Capital Management
Illinois
$379K
FCIM
274
Fairview Capital Investment Management
California
$379K +$9.33K +100 +3%
Envestnet Portfolio Solutions
275
Envestnet Portfolio Solutions
Illinois
$373K -$55.3K -593 -14%