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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
276
MAI Capital Management
Ohio
$373K +$2.8K +30 +0.8%
FPFS
277
First Personal Financial Services
North Carolina
$372K
WCG
278
Weaver Consulting Group
California
$370K
ZAM
279
Zevin Asset Management
Massachusetts
$370K
PA
280
PFG Advisors
Arizona
$367K +$20.7K +222 +6%
MFS
281
McNamara Financial Services
Massachusetts
$364K
BFS
282
Bradley Foster & Sargent
Connecticut
$362K -$16.3K -175 -5%
AWA
283
Arete Wealth Advisors
Illinois
$360K +$334K +3,583 New
PA
284
Pinnacle Associates
New York
$360K +$16.1K +173 +5%
FHA
285
Flagship Harbor Advisors
Massachusetts
$359K -$840 -9 -0.3%
GCP
286
GSA Capital Partners
United Kingdom
$354K +$5.5K +59 +2%
HG
287
Harbor Group
New Hampshire
$346K +$22.9K +245 +8%
ML
288
McAdam LLC
Pennsylvania
$345K +$55.1K +591 +21%
GRP
289
Global Retirement Partners
California
$344K +$933 +10 +0.3%
AO
290
Advisor OS
Illinois
$344K -$81.2K -870 -20%
AWM
291
Affinity Wealth Management
Delaware
$342K
MA
292
MJP Associates
Connecticut
$340K +$16.5K +177 +6%
WA
293
Wealth Alliance
New York
$340K +$93 +1 +0%
PIM
294
Penobscot Investment Management
Massachusetts
$338K
HIA
295
Harbor Investment Advisory
Maryland
$336K
WLIM
296
White Lighthouse Investment Management
Massachusetts
$336K -$5.13K -55 -2%
BFA
297
BBJS Financial Advisors
Washington
$328K +$21K +225 +7%
Empower Advisory Group
298
Empower Advisory Group
Colorado
$327K
FWCM
299
Ferguson Wellman Capital Management
Oregon
$321K +$13.6K +146 +5%
FA
300
Flagstar Advisors
New York
$315K +$52.9K +567 +22%