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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
301
Tradition Wealth Management
Minnesota
$484K -$2.07K -14 -0.4%
PHIC
302
Pine Haven Investment Counsel
Massachusetts
$476K
Jane Street
303
Jane Street
New York
$473K +$453K +3,067 New
SHGA
304
Sand Hill Global Advisors
California
$469K
AGA
305
Arkos Global Advisors
Texas
$467K -$2.81K -19 -0.6%
PI
306
PFG Investments
New York
$466K +$295 +2 +0.1%
AFO
307
Arrowroot Family Office
California
$464K
OFG
308
Oxford Financial Group
Indiana
$463K
PA
309
Pinnacle Associates
New York
$461K -$1.62K -11 -0.4%
T
310
TrustBank
Illinois
$461K -$33.5K -227 -7%
FFW
311
Fusion Family Wealth
New York
$445K
IRP
312
Investment Research Partners
Pennsylvania
$443K -$1.03K -7 -0.2%
Bessemer Group
313
Bessemer Group
New Jersey
$442K
SC
314
Savant Capital
Illinois
$439K
AIP
315
Avail Investment Partners
Pennsylvania
$437K
Lido Advisors
316
Lido Advisors
California
$435K -$874K -5,918 -68%
FPH
317
Financial Planning Hawaii
Hawaii
$433K
BCWM
318
Bartlett & Co Wealth Management
Ohio
$426K
PIM
319
Penobscot Investment Management
Massachusetts
$425K
CWA
320
Consilio Wealth Advisors
Washington
$423K +$1.33K +9 +0.3%
BFS
321
BridgePort Financial Solutions
Iowa
$423K -$36K -244 -8%
WA
322
Wealth Architects
California
$422K
KA
323
Klingman & Associates
New York
$420K
AA
324
Aufman Associates
Pennsylvania
$416K +$295 +2 +0.1%
PWMAG
325
Pinnacle Wealth Management Advisory Group
New Jersey
$415K +$44.4K +301 +13%