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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
276
Sound View Wealth Advisors Group
Georgia
$479K -$25.9K -198 -5%
PWMA
277
Pension & Wealth Management Advisors
Massachusetts
$477K -$3.92K -30 -0.8%
AIC
278
Allodium Investment Consultants
Minnesota
$474K -$58.1K -445 -11%
KFP
279
KMG Fiduciary Partners
Ohio
$469K +$8.88K +68 +2%
AGA
280
Arkos Global Advisors
Texas
$467K -$13.6K -104 -3%
HCM
281
Highview Capital Management
Illinois
$463K
MCFP
282
Mallini Complete Financial Planning
Florida
$463K
FHA
283
Flagship Harbor Advisors
Massachusetts
$462K -$11.8K -90 -3%
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$460K -$914 -7 -0.2%
SS
285
Sound Stewardship
Kansas
$459K +$131 +1 +0%
FT
286
Fiduciary Trust
Massachusetts
$458K
SC
287
Savant Capital
Illinois
$455K -$49.2K -377 -10%
PI
288
PFG Investments
New York
$455K +$261 +2 +0.1%
CFG
289
Citizens Financial Group
Rhode Island
$454K
HIA
290
Harbor Investment Advisory
Maryland
$444K -$1.7K -13 -0.4%
CWP
291
Corepath Wealth Partners
Arizona
$441K +$421K +3,220 New
SA
292
Sanctuary Advisors
Indiana
$438K +$261 +2 +0.1%
Kovitz Investment Group Partners
293
Kovitz Investment Group Partners
Illinois
$433K +$131 +1 +0%
TWM
294
Tradition Wealth Management
Minnesota
$429K +$131 +1 +0%
PHIC
295
Pine Haven Investment Counsel
Massachusetts
$426K -$17.6K -135 -4%
CWM
296
Connecticut Wealth Management
Connecticut
$419K +$653 +5 +0.2%
IRP
297
Investment Research Partners
Pennsylvania
$418K +$391K +2,997 New
BFS
298
BridgePort Financial Solutions
Iowa
$416K +$16.2K +124 +4%
LI
299
LVZ Inc
Michigan
$414K -$392 -3 -0.1%
PA
300
Pinnacle Associates
New York
$413K -$201K -1,541 -34%