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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
301
Flagship Private Wealth
Massachusetts
$120K +$256 +3 +0.2%
CWM
302
Cranbrook Wealth Management
Michigan
$119K +$85 +1 +0.1%
NSIM
303
North Star Investment Management
Illinois
$112K
CT
304
Caldwell Trust
Florida
$104K
GAM
305
Gemmer Asset Management
California
$100K
PAIM
306
Punch & Associates Investment Management
Minnesota
$98K -$28.1K -329 -23%
PFGIA
307
Patriot Financial Group Insurance Agency
Massachusetts
$97K
ADL
308
Asset Dedication LLC
California
$95K -$1.36K -16 -1%
BWA
309
BDO Wealth Advisors
Florida
$93K +$90.3K +1,058 New
APC
310
Aspire Private Capital
North Carolina
$90K
GEA
311
Glen Eagle Advisors
New Jersey
$86.5K +$1.71K +20 +2%
IA
312
IFP Advisors
Florida
$78K -$1.19K -14 -2%
AF
313
Advisornet Financial
Minnesota
$77K
CWP
314
Concord Wealth Partners
Virginia
$76K
HR
315
Howe & Rusling
New York
$75K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$75K
CAC
317
Certified Advisory Corp
Florida
$74K +$71.4K +837 New
BWP
318
Baldwin Wealth Partners
Massachusetts
$68K -$4.61K -54 -7%
PA
319
Parallel Advisors
California
$63K
AIA
320
Arcadia Investment Advisors
Idaho
$61.8K -$6.91K -81 -10%
ATC
321
Adirondack Trust Company
New York
$53K
PWA
322
Phoenix Wealth Advisors
North Carolina
$48K
LWA
323
Lenox Wealth Advisors
New York
$47K +$45.9K +538 New
ACA
324
Aptus Capital Advisors
Alabama
$46K -$15.4K -180 -25%
Fidelity Investments
325
Fidelity Investments
Massachusetts
$42K +$10.6K +124 +35%