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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MKA
301
M. Kulyk & Associates
Georgia
$263K
BFA
302
BBJS Financial Advisors
Washington
$257K +$257K +3,122 New
FFW
303
Fusion Family Wealth
New York
$256K +$58.6K +711 +30%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$253K
CAG
305
Crestwood Advisors Group
Massachusetts
$253K -$28.8K -350 -10%
FCB
306
First Command Bank
Texas
$253K -$3.05K -37 -1%
FCFS
307
First Command Financial Services
Texas
$253K -$3.05K -37 -1%
BIA
308
Bell Investment Advisors
California
$253K +$247 +3 +0.1%
APG
309
Abacus Planning Group
South Carolina
$248K -$139K -1,692 -36%
AIM
310
Acropolis Investment Management
Missouri
$244K
MHI
311
Miller Howard Investments
New York
$243K +$243K +2,955 New
GRP
312
Global Retirement Partners
California
$242K +$906 +11 +0.4%
AWS
313
Atria Wealth Solutions
New York
$241K -$318K -3,859 -57%
LI
314
LVZ Inc
Michigan
$237K
HA
315
Harfst & Associates
Wyoming
$236K
BCWM
316
Bartlett & Co Wealth Management
Ohio
$232K -$16.5K -200 -7%
BC
317
Bartlett & Co
Ohio
$232K -$16.5K -200 -7%
HI
318
Hudock Inc
Pennsylvania
$231K -$50K -607 -18%
MC
319
Moors & Cabot
Massachusetts
$229K +$82 +1 +0%
NCM
320
New Capital Management
Texas
$229K
MCM
321
MAI Capital Management
Ohio
$227K -$1.56K -19 -0.7%
OWP
322
Obermeyer Wealth Partners
Colorado
$226K
H
323
HoyleCohen
California
$225K
BC
324
Brio Consultants
California
$221K -$988 -12 -0.4%
SF
325
Synovus Financial
Georgia
$220K +$220K +2,676 New