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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
276
North Star Investment Management
Illinois
$310K +$95.8K +1,115 +46%
FHA
277
Flagship Harbor Advisors
Massachusetts
$309K +$1.2K +14 +0.4%
JWA
278
JFS Wealth Advisors
Pennsylvania
$307K
SHGA
279
Sand Hill Global Advisors
California
$304K -$15.3K -178 -5%
WA
280
Wealth Alliance
New York
$304K -$62.3K -725 -17%
AWM
281
Affinity Wealth Management
Delaware
$299K
OWA
282
Opal Wealth Advisors
New York
$298K -$11.6K -135 -4%
HIA
283
Harbor Investment Advisory
Maryland
$295K
Empower Advisory Group
284
Empower Advisory Group
Colorado
$292K +$286K +3,326 New
SA
285
SL Advisors
New Jersey
$290K +$1.03K +12 +0.4%
Fidelity Investments
286
Fidelity Investments
Massachusetts
$284K +$74K +861 +36%
FWCM
287
Ferguson Wellman Capital Management
Oregon
$281K
MFC
288
Morris Financial Concepts
South Carolina
$281K +$93.9K +1,093 +52%
MKA
289
M. Kulyk & Associates
Georgia
$280K
EFG
290
Ethos Financial Group
Pennsylvania
$279K +$274K +3,183 New
FA
291
Flagstar Advisors
New York
$277K -$75.1K -874 -22%
WWM
292
WJ Wealth Management
Arizona
$277K -$271K -3,152 -50%
FFW
293
Fusion Family Wealth
New York
$273K
OFG
294
Oxford Financial Group
Indiana
$273K -$292K -3,403 -52%
AWM
295
AE Wealth Management
Kansas
$271K +$265K +3,087 New
CAG
296
Crestwood Advisors Group
Massachusetts
$270K
BIA
297
Bell Investment Advisors
California
$270K +$516 +6 +0.2%
MAC
298
Mason & Associates (California)
California
$266K +$260K +3,030 New
APG
299
Abacus Planning Group
South Carolina
$265K +$859 +10 +0.3%
AIM
300
Acropolis Investment Management
Missouri
$261K