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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
276
IHT Wealth Management
Illinois
$257K +$1.57K +17 +0.6%
APW
277
Austin Private Wealth
Texas
$256K +$248K +2,681 New
BP
278
Ballentine Partners
Massachusetts
$254K
CA
279
Callahan Advisors
Texas
$253K -$1.02K -11 -0.4%
PJSIMP
280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$252K -$92 -1 -0%
Comerica Bank
281
Comerica Bank
Texas
$250K
RTC
282
Riverview Trust Company
Washington
$249K
LA
283
LexAurum Advisors
Kansas
$246K -$9.25K -100 -4%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$242K -$3.24K -35 -1%
SG
285
StoneX Group
New York
$240K +$232K +2,512 New
SAM
286
Secure Asset Management
Michigan
$239K -$57.2K -618 -20%
HWA
287
HCR Wealth Advisors
California
$239K -$27.7K -300 -11%
LWA
288
LWS Wealth Advisors
New Jersey
$237K +$277 +3 +0.1%
MA
289
MJP Associates
Connecticut
$233K -$3.42K -37 -1%
FHA
290
Flagship Harbor Advisors
Massachusetts
$231K -$400K -4,320 -64%
FFW
291
Fusion Family Wealth
New York
$229K
IWP
292
IAG Wealth Partners
Wisconsin
$229K
RTS
293
Round Table Services
New Jersey
$228K +$221K +2,386 New
PIM
294
Penobscot Investment Management
Massachusetts
$228K +$221K +2,389 New
CF
295
Corrigan Financial
Rhode Island
$228K
APA
296
American Portfolios Advisors
New York
$227K +$26.1K +282 +13%
CS
297
Credit Suisse
Switzerland
$223K +$216K +2,333 New
GBT
298
Grove Bank & Trust
Florida
$222K
S
299
SignatureFD
Georgia
$218K
PIA
300
Perennial Investment Advisors
California
$214K +$207K +2,243 New