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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Connecticut Wealth Management
Connecticut
$563K +$46.6K +336 +9%
OFG
252
Opulen Financial Group
Virginia
$562K +$1.39K +10 +0.2%
SG
253
Sharper & Granite
California
$556K -$19.7K -142 -3%
WWM
254
Western Wealth Management
Colorado
$555K +$1.39K +10 +0.2%
Bank Julius Baer & Co
255
Bank Julius Baer & Co
Switzerland
$552K -$38.3K -276 -6%
Franklin Resources
256
Franklin Resources
California
$550K -$1.01M -7,272 -64%
MCM
257
Mill Capital Management
North Carolina
$548K
RWM
258
Ritholtz Wealth Management
New York
$541K
HG
259
Harbor Group
New Hampshire
$536K +$50.1K +361 +10%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$530K
PIM
261
Progressive Investment Management
Oregon
$528K
BCPWM
262
Bradley & Co Private Wealth Management
Florida
$526K
AAS
263
Ameritas Advisory Services
Nebraska
$523K -$65.7K -474 -11%
SFG
264
SNS Financial Group
Minnesota
$516K -$5.68K -41 -1%
GPCM
265
Guardsman Private Capital Management
Florida
$516K
NSIM
266
North Star Investment Management
Illinois
$510K
UIA
267
Ulland Investment Advisors
Minnesota
$509K
HWA
268
Heartwood Wealth Advisors
Virginia
$506K +$531K +3,830 New
PAA
269
Peregrine Asset Advisers
Oregon
$505K +$4.85K +35 +0.9%
BB
270
Bell Bank
North Dakota
$502K +$527K +3,802 New
PRAG
271
Portfolio Resources Advisor Group
Florida
$499K -$3.47K -25 -0.7%
FFA
272
First Foundation Advisors
California
$498K
WF
273
Warner Financial
Maryland
$490K +$416 +3 +0.1%
AWA
274
Asempa Wealth Advisors
Louisiana
$487K
WCG
275
Weaver Consulting Group
California
$486K