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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Arete Wealth Advisors
Illinois
$343K -$137K -1,545 -30%
MFS
277
McNamara Financial Services
Massachusetts
$339K +$3.73K +42 +1%
SFA
278
Sequoia Financial Advisors
Ohio
$335K -$17K -191 -5%
NSIM
279
North Star Investment Management
Illinois
$333K +$2.67K +30 +0.9%
MFC
280
Morris Financial Concepts
South Carolina
$333K +$31.7K +357 +11%
SHGA
281
Sand Hill Global Advisors
California
$324K
WA
282
Wealth Alliance
New York
$324K
BFA
283
BBJS Financial Advisors
Washington
$323K -$13.4K -151 -4%
PA
284
PFG Advisors
Arizona
$321K -$160K -1,796 -34%
OWA
285
Opal Wealth Advisors
New York
$321K +$2.67K +30 +0.9%
PG
286
Prostatis Group
Maryland
$321K +$305K +3,430 New
AWM
287
Affinity Wealth Management
Delaware
$319K
PA
288
Pinnacle Associates
New York
$318K -$16.3K -184 -5%
PIM
289
Penobscot Investment Management
Massachusetts
$315K -$16K -180 -5%
HIA
290
Harbor Investment Advisory
Maryland
$314K -$1.24K -14 -0.4%
TFS
291
Thoroughbred Financial Services
Tennessee
$312K -$24.9K -280 -8%
Empower Advisory Group
292
Empower Advisory Group
Colorado
$305K -$6.13K -69 -2%
MKA
293
M. Kulyk & Associates
Georgia
$299K
FWCM
294
Ferguson Wellman Capital Management
Oregon
$298K -$2.22K -25 -0.8%
FFW
295
Fusion Family Wealth
New York
$291K
OFG
296
Oxford Financial Group
Indiana
$291K
CAG
297
Crestwood Advisors Group
Massachusetts
$288K
OC
298
Oppenheimer & Co
New York
$286K -$151K -1,700 -36%
MAC
299
Mason & Associates (California)
California
$284K
MA
300
MJP Associates
Connecticut
$281K +$34.7K +391 +15%