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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Concepts
Massachusetts
$345K +$58.4K +603 +20%
SFA
277
Sequoia Financial Advisors
Ohio
$340K +$1.07K +11 +0.3%
JWA
278
JFS Wealth Advisors
Pennsylvania
$339K
WCG
279
Weaver Consulting Group
California
$339K
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$338K
RCM
281
Radnor Capital Management
Pennsylvania
$338K
CAG
282
Crestwood Advisors Group
Massachusetts
$334K -$4.36K -45 -1%
HI
283
Hudock Inc
Pennsylvania
$324K +$13K +134 +4%
NYLIM
284
New York Life Investment Management
New York
$324K +$324K +3,342 New
FWCM
285
Ferguson Wellman Capital Management
Oregon
$323K -$94K -970 -23%
SG
286
StoneX Group
New York
$320K
WLIM
287
White Lighthouse Investment Management
Massachusetts
$320K -$4.36K -45 -1%
PCA
288
Personal Capital Advisors
California
$319K -$59.3K -612 -16%
PA
289
Parkside Advisors
California
$316K -$2.91K -30 -0.9%
SA
290
SL Advisors
New Jersey
$315K +$872 +9 +0.3%
MKA
291
M. Kulyk & Associates
Georgia
$309K -$34.7K -358 -10%
AIM
292
Acropolis Investment Management
Missouri
$309K
AWM
293
Affinity Wealth Management
Delaware
$309K
FCFS
294
First Command Financial Services
Texas
$302K
FCB
295
First Command Bank
Texas
$302K +$19K +196 +7%
LWMG
296
Levy Wealth Management Group
Pennsylvania
$302K +$302K +3,115 New
KLI
297
Kelman-Lazarov Inc
Tennessee
$301K +$14.7K +152 +5%
Fidelity Investments
298
Fidelity Investments
Massachusetts
$301K +$117K +1,209 +64%
WS
299
Wedbush Securities
California
$299K -$282K -2,908 -48%
VHAM
300
Van Hulzen Asset Management
California
$299K -$2.04K -21 -0.7%