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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
Savant Capital
Illinois
$473K +$211K +1,792 +92%
SVWAG
277
Sound View Wealth Advisors Group
Georgia
$472K -$16.2K -137 -4%
WF
278
Warner Financial
Maryland
$469K -$28.3K -240 -6%
WCG
279
Weaver Consulting Group
California
$467K
TAM
280
Trillium Asset Management
Massachusetts
$462K -$11.8K -100 -3%
HG
281
Harbor Group
New Hampshire
$459K +$22.9K +194 +6%
BFS
282
Bradley Foster & Sargent
Connecticut
$456K
PWMA
283
Pension & Wealth Management Advisors
Massachusetts
$449K
AGA
284
Arkos Global Advisors
Texas
$449K -$18.4K -156 -4%
FHA
285
Flagship Harbor Advisors
Massachusetts
$443K +$10K +85 +2%
CFFNO
286
Common Fund For Nonprofit Organizations
Connecticut
$433K -$7.9K -67 -2%
HCM
287
Highview Capital Management
Illinois
$433K
MCFP
288
Mallini Complete Financial Planning
Florida
$432K
AWM
289
Affinity Wealth Management
Delaware
$432K
Thrivent Financial for Lutherans
290
Thrivent Financial for Lutherans
Minnesota
$430K -$318K -2,693 -44%
KFP
291
KMG Fiduciary Partners
Ohio
$429K -$118 -1 -0%
SS
292
Sound Stewardship
Kansas
$429K -$607K -5,149 -60%
FT
293
Fiduciary Trust
Massachusetts
$428K -$12.9K -109 -3%
PI
294
PFG Investments
New York
$425K -$123K -1,045 -24%
CFG
295
Citizens Financial Group
Rhode Island
$424K
TRCT
296
Tower Research Capital (TRC)
New York
$422K +$90.4K +767 +30%
HIA
297
Harbor Investment Advisory
Maryland
$416K
PHIC
298
Pine Haven Investment Counsel
Massachusetts
$416K
WA
299
Wealth Alliance
New York
$414K +$825 +7 +0.2%
Goldman Sachs
300
Goldman Sachs
New York
$409K +$74.5K +632 +24%