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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Pinnacle Associates
New York
$306K +$471 +5 +0.1%
AWM
277
Affinity Wealth Management
Delaware
$306K
WLIM
278
White Lighthouse Investment Management
Massachusetts
$305K -$37.6K -400 -11%
WA
279
Wealth Alliance
New York
$304K -$7.81K -83 -2%
PIM
280
Penobscot Investment Management
Massachusetts
$303K
PG
281
Prostatis Group
Maryland
$301K -$8.19K -87 -3%
HIA
282
Harbor Investment Advisory
Maryland
$301K -$471 -5 -0.1%
Empower Advisory Group
283
Empower Advisory Group
Colorado
$293K
MA
284
MJP Associates
Connecticut
$289K +$19.8K +210 +7%
HG
285
Harbor Group
New Hampshire
$288K +$43.7K +464 +17%
DAS
286
Dynamic Advisor Solutions
Arizona
$287K -$241K -2,564 -45%
DT
287
Diversified Trust
Tennessee
$283K +$77.6K +825 +36%
FFW
288
Fusion Family Wealth
New York
$280K
SHGA
289
Sand Hill Global Advisors
California
$280K -$33.2K -353 -10%
OFG
290
Oxford Financial Group
Indiana
$279K
CAG
291
Crestwood Advisors Group
Massachusetts
$277K
FWCM
292
Ferguson Wellman Capital Management
Oregon
$274K -$12.2K -130 -4%
BFA
293
BBJS Financial Advisors
Washington
$274K -$38.6K -410 -12%
MAC
294
Mason & Associates (California)
California
$273K
FFN
295
Focus Financial Network
Minnesota
$268K -$1.69K -18 -0.6%
AIM
296
Acropolis Investment Management
Missouri
$267K
OWA
297
Opal Wealth Advisors
New York
$267K -$43.9K -467 -14%
PIA
298
Panoramic Investment Advisors
Colorado
$266K +$278K +2,953 New
SF
299
Synovus Financial
Georgia
$261K -$94 -1 -0%
LI
300
LVZ Inc
Michigan
$259K