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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
$591K
GRP
252
Global Retirement Partners
California
$588K +$547K +4,635 New
RWM
253
Ritholtz Wealth Management
New York
$585K -$129K -1,093 -19%
PA
254
Pinnacle Associates
New York
$581K -$71.7K -608 -12%
PFM
255
Peak Financial Management
Massachusetts
$580K +$10.6K +90 +2%
CFA
256
CWS Financial Advisors
Michigan
$559K +$825 +7 +0.2%
JIC
257
Johnson Investment Counsel
Ohio
$556K +$10K +85 +2%
SFG
258
Sage Financial Group
Pennsylvania
$555K +$354 +3 +0.1%
PCFFS
259
Pacific Center for Financial Services
California
$539K +$236 +2 +0%
TCOV
260
Trust Company of Vermont
Vermont
$529K +$3.18K +27 +0.7%
CFMC
261
Curbstone Financial Management Corp
New Hampshire
$522K +$485K +4,116 New
DE
262
Diversified Enterprises
Delaware
$520K -$66.5K -564 -12%
OFG
263
Opulen Financial Group
Virginia
$514K -$118 -1 -0%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$508K
PIM
265
Progressive Investment Management
Oregon
$507K
B
266
Birchbrook
Maine
$506K -$189K -1,601 -29%
BCPWM
267
Bradley & Co Private Wealth Management
Florida
$505K
SFG
268
SNS Financial Group
Minnesota
$503K
AIC
269
Allodium Investment Consultants
Minnesota
$499K +$76.3K +647 +20%
PWMAG
270
Pinnacle Wealth Management Advisory Group
New Jersey
$499K +$1.18K +10 +0.3%
ZAM
271
Zevin Asset Management
Massachusetts
$499K
UIA
272
Ulland Investment Advisors
Minnesota
$492K
NSIM
273
North Star Investment Management
Illinois
$490K +$11.8K +100 +3%
WWM
274
Western Wealth Management
Colorado
$485K -$1.65K -14 -0.4%
PAA
275
Peregrine Asset Advisers
Oregon
$480K