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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
251
Integrated Investment Consultants
Michigan
$571K -$699K -5,350 -56%
OFG
252
Opulen Financial Group
Virginia
$568K +$17K +130 +3%
KNW
253
Kesler Norman & Wride
Utah
$567K
TCOV
254
Trust Company of Vermont
Vermont
$564K -$1.96K -15 -0.4%
RWM
255
Ritholtz Wealth Management
New York
$561K -$62.4K -478 -10%
FCAS
256
First Command Advisory Services
Texas
$559K -$127K -971 -19%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$544K
PIM
258
Progressive Investment Management
Oregon
$543K
BCPWM
259
Bradley & Co Private Wealth Management
Florida
$540K
SFG
260
SNS Financial Group
Minnesota
$536K -$2.74K -21 -0.5%
ZAM
261
Zevin Asset Management
Massachusetts
$534K
ATPW
262
Ashton Thomas Private Wealth
Arizona
$528K +$242K +1,856 +91%
UIA
263
Ulland Investment Advisors
Minnesota
$526K
NSIM
264
North Star Investment Management
Illinois
$525K
WWM
265
Western Wealth Management
Colorado
$520K +$392 +3 +0.1%
PAA
266
Peregrine Asset Advisers
Oregon
$514K
WF
267
Warner Financial
Maryland
$503K +$392 +3 +0.1%
HG
268
Harbor Group
New Hampshire
$500K +$8.49K +65 +2%
WF
269
WoodTrust Financial
Wisconsin
$500K +$482K +3,689 New
WCG
270
Weaver Consulting Group
California
$499K
CFFNO
271
Common Fund For Nonprofit Organizations
Connecticut
$498K +$32.8K +251 +7%
TAM
272
Trillium Asset Management
Massachusetts
$495K
B
273
Birchbrook
Maine
$490K -$49.9K -382 -10%
BFS
274
Bradley Foster & Sargent
Connecticut
$488K
DE
275
Diversified Enterprises
Delaware
$481K -$72.4K -554 -14%