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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPIM
276
McGinn Penninger Investment Management
Virginia
$478K -$134K -970 -21%
CWP
277
Corepath Wealth Partners
Arizona
$476K +$32.4K +234 +7%
ABC
278
Associated Banc-Corp
Wisconsin
$475K
DE
279
Diversified Enterprises
Delaware
$472K +$2.63K +19 +0.5%
PWMA
280
Pension & Wealth Management Advisors
Massachusetts
$469K +$5.13K +37 +1%
IIC
281
Integrated Investment Consultants
Michigan
$469K +$4.85K +35 +1%
SVWAG
282
Sound View Wealth Advisors Group
Georgia
$466K
SWP
283
Stratos Wealth Partners
Ohio
$453K -$176K -1,267 -27%
ATPW
284
Ashton Thomas Private Wealth
Arizona
$451K +$416 +3 +0.1%
HCM
285
Highview Capital Management
Illinois
$451K
MCFP
286
Mallini Complete Financial Planning
Florida
$451K
WA
287
Win Advisors
Florida
$445K -$5.55K -40 -1%
JMNC
288
J. Mark Nickell & Co
Tennessee
$444K
KFP
289
KMG Fiduciary Partners
Ohio
$443K -$5.55K -40 -1%
BFS
290
Bradley Foster & Sargent
Connecticut
$443K
CA
291
Continuum Advisory
Idaho
$433K +$455K +3,279 New
HIA
292
Harbor Investment Advisory
Maryland
$433K +$971 +7 +0.2%
SS
293
Sound Stewardship
Kansas
$426K
GVCM
294
Global View Capital Management
Wisconsin
$426K +$17.2K +124 +4%
T
295
TrustBank
Illinois
$424K
CFG
296
Citizens Financial Group
Rhode Island
$423K -$20K -144 -4%
Envestnet Portfolio Solutions
297
Envestnet Portfolio Solutions
Illinois
$422K +$2.77K +20 +0.6%
TAM
298
Trillium Asset Management
Massachusetts
$416K
TWM
299
Tradition Wealth Management
Minnesota
$416K -$2.63K -19 -0.6%
FHA
300
Flagship Harbor Advisors
Massachusetts
$415K -$24K -173 -5%