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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Hudock Inc
Pennsylvania
$259K +$766 +9 +0.3%
HIA
277
Harbor Investment Advisory
Maryland
$254K -$3.83K -45 -1%
SG
278
StoneX Group
New York
$253K -$121K -1,428 -30%
PCA
279
Personal Capital Advisors
California
$251K +$85 +1 +0%
Fidelity Investments
280
Fidelity Investments
Massachusetts
$251K +$28.5K +335 +11%
KLI
281
Kelman-Lazarov Inc
Tennessee
$248K -$33.3K -392 -11%
SA
282
SL Advisors
New Jersey
$248K
AWM
283
Affinity Wealth Management
Delaware
$247K
CW
284
CreativeOne Wealth
Kansas
$245K -$115K -1,354 -30%
FWCM
285
Ferguson Wellman Capital Management
Oregon
$243K -$6.8K -80 -2%
MKA
286
M. Kulyk & Associates
Georgia
$243K
GRP
287
Global Retirement Partners
California
$241K +$33.9K +398 +16%
FCB
288
First Command Bank
Texas
$236K -$25.5K -300 -9%
FCFS
289
First Command Financial Services
Texas
$236K -$25.5K -300 -9%
AWA
290
Archvest Wealth Advisors
California
$236K +$6.63K +78 +3%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$234K
BIA
292
Bell Investment Advisors
California
$233K
FFW
293
Fusion Family Wealth
New York
$230K -$61.9K -728 -23%
BCWM
294
Bartlett & Co Wealth Management
Ohio
$229K -$2.3K -27 -0.9%
BC
295
Bartlett & Co
Ohio
$229K -$2.3K -27 -0.9%
PWM
296
Perigon Wealth Management
California
$228K
PFS
297
Prospera Financial Services
Texas
$228K +$256K +3,006 New
AIM
298
Acropolis Investment Management
Missouri
$225K
HA
299
Harfst & Associates
Wyoming
$218K
LI
300
LVZ Inc
Michigan
$218K +$8.68K +102 +4%