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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
276
Weaver Consulting Group
California
$402K
PA
277
PFG Advisors
Arizona
$399K
FCIM
278
Fairview Capital Investment Management
California
$398K -$13K -125 -3%
PA
279
Pinnacle Associates
New York
$397K +$6.46K +62 +2%
TRCT
280
Tower Research Capital (TRC)
New York
$397K +$250K +2,398 +194%
MFS
281
McNamara Financial Services
Massachusetts
$393K -$2.4K -23 -0.6%
BFS
282
Bradley Foster & Sargent
Connecticut
$393K
TWM
283
Tradition Wealth Management
Minnesota
$392K -$29.2K -280 -7%
FPFS
284
First Personal Financial Services
North Carolina
$389K -$14.6K -140 -4%
FHA
285
Flagship Harbor Advisors
Massachusetts
$386K -$3.96K -38 -1%
GRP
286
Global Retirement Partners
California
$377K +$729 +7 +0.2%
HG
287
Harbor Group
New Hampshire
$377K +$312 +3 +0.1%
AWM
288
Affinity Wealth Management
Delaware
$372K
WA
289
Wealth Alliance
New York
$369K -$312 -3 -0.1%
HIA
290
Harbor Investment Advisory
Maryland
$365K
WSTAM
291
Wilbanks Smith & Thomas Asset Management
Virginia
$361K +$344K +3,303 New
AO
292
Advisor OS
Illinois
$356K -$16.7K -160 -5%
TW
293
Transform Wealth
Colorado
$356K +$339K +3,258 New
Empower Advisory Group
294
Empower Advisory Group
Colorado
$355K -$729 -7 -0.2%
MA
295
MJP Associates
Connecticut
$352K -$16.7K -160 -5%
WLIM
296
White Lighthouse Investment Management
Massachusetts
$344K -$19.4K -186 -6%
FA
297
Flagstar Advisors
New York
$343K +$937 +9 +0.3%
GCP
298
GSA Capital Partners
United Kingdom
$343K -$40K -384 -11%
FWCM
299
Ferguson Wellman Capital Management
Oregon
$343K -$5.73K -55 -2%
SF
300
SWP Financial
California
$341K +$23.7K +228 +8%