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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
PFG Advisors
Arizona
$410K -$542 -5 -0.1%
BFS
277
Bradley Foster & Sargent
Connecticut
$405K
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$403K -$23.5K -217 -6%
FPFS
279
First Personal Financial Services
North Carolina
$401K
Citadel Advisors
280
Citadel Advisors
Florida
$400K -$393K -3,626 -50%
AFO
281
Arrowroot Family Office
California
$398K -$45.6K -421 -11%
PWMA
282
Pension & Wealth Management Advisors
Massachusetts
$398K +$77.2K +712 +25%
HG
283
Harbor Group
New Hampshire
$388K +$434 +4 +0.1%
BFA
284
BBJS Financial Advisors
Washington
$386K +$54.8K +506 +17%
HCM
285
Highview Capital Management
Illinois
$384K -$39.2K -362 -10%
SA
286
Sanctuary Advisors
Indiana
$383K +$394K +3,639 New
AL
287
Aspiriant LLC
California
$383K +$370K +3,412 New
AWM
288
Affinity Wealth Management
Delaware
$383K
WA
289
Wealth Alliance
New York
$379K -$108 -1 -0%
TWM
290
Tradition Wealth Management
Minnesota
$376K -$26.9K -248 -7%
DAS
291
Diversify Advisory Services
Utah
$373K +$354K +3,263 New
EPP
292
ETF Portfolio Partners
Kansas
$372K -$269K -2,479 -43%
HIA
293
Harbor Investment Advisory
Maryland
$371K -$4.88K -45 -1%
FHA
294
Flagship Harbor Advisors
Massachusetts
$367K -$29.2K -269 -8%
Empower Advisory Group
295
Empower Advisory Group
Colorado
$365K
CFFNO
296
Common Fund For Nonprofit Organizations
Connecticut
$363K +$37.4K +345 +12%
HF
297
HRT Financial
New York
$359K -$328K -3,029 -49%
SF
298
SWP Financial
California
$357K +$5.53K +51 +2%
MIA
299
MMBG Investment Advisors
Florida
$355K
WLIM
300
White Lighthouse Investment Management
Massachusetts
$354K