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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
276
Zevin Asset Management
Massachusetts
$443K
GRP
277
Global Retirement Partners
California
$442K +$1.15K +10 +0.3%
BFS
278
Bradley Foster & Sargent
Connecticut
$433K
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$432K
PHIC
280
Pine Haven Investment Counsel
Massachusetts
$428K -$43.5K -377 -10%
PWMA
281
Pension & Wealth Management Advisors
Massachusetts
$426K
SVWAG
282
Sound View Wealth Advisors Group
Georgia
$420K -$225K -1,948 -36%
BFA
283
BBJS Financial Advisors
Washington
$415K +$1.5K +13 +0.4%
AFO
284
Arrowroot Family Office
California
$412K -$13.7K -119 -3%
HCM
285
Highview Capital Management
Illinois
$411K
AWM
286
Affinity Wealth Management
Delaware
$410K
HG
287
Harbor Group
New Hampshire
$405K -$10.2K -88 -3%
EPP
288
ETF Portfolio Partners
Kansas
$405K +$6K +52 +2%
FPFS
289
First Personal Financial Services
North Carolina
$399K -$28.8K -250 -7%
TWM
290
Tradition Wealth Management
Minnesota
$399K -$3.46K -30 -0.9%
HIA
291
Harbor Investment Advisory
Maryland
$397K
FHA
292
Flagship Harbor Advisors
Massachusetts
$397K +$3.46K +30 +0.9%
WA
293
Wealth Alliance
New York
$396K -$10K -87 -3%
DAS
294
Diversify Advisory Services
Utah
$395K +$1.15K +10 +0.3%
Empower Advisory Group
295
Empower Advisory Group
Colorado
$391K
CFFNO
296
Common Fund For Nonprofit Organizations
Connecticut
$391K +$1.38K +12 +0.4%
SF
297
SWP Financial
California
$383K
MIA
298
MMBG Investment Advisors
Florida
$380K
WLIM
299
White Lighthouse Investment Management
Massachusetts
$379K
FFW
300
Fusion Family Wealth
New York
$374K