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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
251
Merit Financial Group
Georgia
$615K +$22.3K +182 +4%
MF
252
Meridian Financial
Massachusetts
$610K -$55.2K -450 -8%
GL
253
Graypoint LLC
New York
$609K +$123 +1 +0%
RWM
254
Riverbend Wealth Management
South Carolina
$608K +$613K +5,000 New
EWA
255
EP Wealth Advisors
California
$608K +$24K +196 +4%
Brown Advisory
256
Brown Advisory
Maryland
$608K
TCM
257
TruNorth Capital Management
Michigan
$600K
MGWM
258
Marks Group Wealth Management
Minnesota
$593K
WCM
259
WealthBridge Capital Management
Ohio
$592K -$135K -1,099 -18%
GVCM
260
Global View Capital Management
Wisconsin
$568K +$574K +4,680 New
KNW
261
Kesler Norman & Wride
Utah
$567K
ML
262
McAdam LLC
Pennsylvania
$560K -$24.4K -199 -4%
PFM
263
Peak Financial Management
Massachusetts
$551K
AM
264
AGF Management
Ontario, Canada
$547K +$24.5K +200 +5%
PI
265
PFG Investments
New York
$535K -$106K -868 -16%
CFA
266
CWS Financial Advisors
Michigan
$534K -$65.8K -536 -11%
SFG
267
Sage Financial Group
Pennsylvania
$529K +$491 +4 +0.1%
MFA
268
McClarren Financial Advisors
Pennsylvania
$528K -$13.1K -107 -2%
PCFFS
269
Pacific Center for Financial Services
California
$525K +$368 +3 +0.1%
JIC
270
Johnson Investment Counsel
Ohio
$523K
BC
271
Brio Consultants
California
$515K +$55.7K +454 +12%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$514K
MBTD
273
Mechanics Bank - Trust Department
California
$513K +$184K +1,500 +55%
AWS
274
Atria Wealth Solutions
New York
$512K +$137K +1,120 +36%
NB
275
NBT Bank
New York
$504K -$21.5K -175 -4%