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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
276
Opulen Financial Group
Virginia
$492K +$497K +4,050 New
PA
277
Pinnacle Associates
New York
$488K +$53.5K +436 +12%
BCPWM
278
Bradley & Co Private Wealth Management
Florida
$488K +$492K +4,013 New
PIM
279
Progressive Investment Management
Oregon
$486K
SFG
280
SNS Financial Group
Minnesota
$483K
ZAM
281
Zevin Asset Management
Massachusetts
$479K +$31K +253 +7%
SVWAG
282
Sound View Wealth Advisors Group
Georgia
$472K +$48.6K +396 +11%
TAM
283
Trillium Asset Management
Massachusetts
$471K -$87.1K -710 -16%
BCI
284
Brinker Capital Investments
Pennsylvania
$467K +$471K +3,840 New
OPS
285
Orion Portfolio Solutions
Nebraska
$467K +$471K +3,840 New
WWM
286
Western Wealth Management
Colorado
$467K -$65.8K -536 -12%
PAA
287
Peregrine Asset Advisers
Oregon
$458K -$39.9K -325 -8%
NSIM
288
North Star Investment Management
Illinois
$458K -$1.23K -10 -0.3%
AGA
289
Arkos Global Advisors
Texas
$451K
WCG
290
Weaver Consulting Group
California
$448K
BFS
291
Bradley Foster & Sargent
Connecticut
$438K
UCFA
292
United Capital Financial Advisors
Texas
$434K +$437K +3,566 New
TSS
293
Two Sigma Securities
New York
$433K +$147K +1,202 +51%
PWMA
294
Pension & Wealth Management Advisors
Massachusetts
$431K
KFP
295
KMG Fiduciary Partners
Ohio
$421K +$81.3K +663 +24%
HG
296
Harbor Group
New Hampshire
$420K +$11.2K +91 +3%
Envestnet Portfolio Solutions
297
Envestnet Portfolio Solutions
Illinois
$420K -$16.4K -134 -4%
AFO
298
Arrowroot Family Office
California
$416K -$613 -5 -0.1%
HCM
299
Highview Capital Management
Illinois
$415K
MCFP
300
Mallini Complete Financial Planning
Florida
$415K