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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
301
Raymond James Trust
Florida
$235K +$242K +2,454 New
FHA
302
Flagship Harbor Advisors
Massachusetts
$231K
FFW
303
Fusion Family Wealth
New York
$230K
IWP
304
IAG Wealth Partners
Wisconsin
$230K
RTS
305
Round Table Services
New Jersey
$229K +$99 +1 +0%
CF
306
Corrigan Financial
Rhode Island
$229K
CFD
307
Creative Financial Designs
Indiana
$225K +$163K +1,647 +235%
CS
308
Credit Suisse
Switzerland
$224K
GBT
309
Grove Bank & Trust
Florida
$223K
Comerica Bank
310
Comerica Bank
Texas
$222K -$34.4K -348 -14%
S
311
SignatureFD
Georgia
$219K
PIA
312
Perennial Investment Advisors
California
$217K +$2.47K +25 +1%
HIA
313
Harbor Investment Advisory
Maryland
$217K +$25.7K +260 +13%
LWA
314
LWS Wealth Advisors
New Jersey
$214K -$24.6K -249 -10%
BSSFA
315
Baron Silver Stevens Financial Advisors
Florida
$211K
KA
316
Klingman & Associates
New York
$211K
W
317
Wealthquest
Ohio
$211K +$213K +2,151 New
BCI
318
Brinker Capital Investments
Pennsylvania
$207K
MC
319
Moors & Cabot
Massachusetts
$207K +$4.15K +42 +2%
CA
320
Callahan Advisors
Texas
$206K -$49.4K -500 -19%
FPF
321
First Pacific Financial
Washington
$206K -$7.71K -78 -4%
LIM
322
Leavell Investment Management
Alabama
$206K +$212K +2,150 New
KCM
323
Karp Capital Management
California
$204K
APG
324
Abacus Planning Group
South Carolina
$202K +$208K +2,102 New
KFP
325
KMG Fiduciary Partners
Ohio
$201K