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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFC
251
Morris Financial Concepts
South Carolina
$562K -$30.1K -248 -5%
MGWM
252
Marks Group Wealth Management
Minnesota
$560K
Vontobel Holding
253
Vontobel Holding
Switzerland
$559K -$71.7K -591 -11%
BB
254
Bell Bank
North Dakota
$558K -$44.3K -365 -7%
MCM
255
MAI Capital Management
Ohio
$557K -$62.4K -515 -10%
EWA
256
EP Wealth Advisors
California
$545K -$31.3K -258 -5%
DE
257
Diversified Enterprises
Delaware
$536K -$713K -5,882 -56%
KNW
258
Kesler Norman & Wride
Utah
$536K
WCM
259
WealthBridge Capital Management
Ohio
$525K -$36.3K -299 -6%
PFM
260
Peak Financial Management
Massachusetts
$515K -$5.46K -45 -1%
CFA
261
CWS Financial Advisors
Michigan
$506K +$849 +7 +0.2%
PI
262
PFG Investments
New York
$505K +$242 +2 +0%
SFG
263
Sage Financial Group
Pennsylvania
$502K +$2.3K +19 +0.4%
RCS
264
Retirement Capital Strategies
California
$500K -$1.68M -13,844 -76%
AM
265
AGF Management
Ontario, Canada
$494K -$24.2K -200 -4%
JIC
266
Johnson Investment Counsel
Ohio
$494K
PCFFS
267
Pacific Center for Financial Services
California
$488K -$8.12K -67 -2%
TCOV
268
Trust Company of Vermont
Vermont
$476K -$170K -1,400 -25%
NB
269
NBT Bank
New York
$475K -$849 -7 -0.2%
SA
270
Sanctuary Advisors
Indiana
$468K -$1.17M -9,644 -70%
OFG
271
Opulen Financial Group
Virginia
$466K +$849 +7 +0.2%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$461K -$26.1K -215 -5%
PIM
273
Progressive Investment Management
Oregon
$459K
BCPWM
274
Bradley & Co Private Wealth Management
Florida
$458K -$3.52K -29 -0.7%
SFG
275
SNS Financial Group
Minnesota
$456K