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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
301
Lantz Financial
Illinois
$259K -$162K -1,890 -39%
WT
302
Whittier Trust
California
$255K -$51.2K -596 -17%
LI
303
LVZ Inc
Michigan
$252K
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$251K -$18.7K -218 -7%
BC
305
Bartlett & Co
Ohio
$248K
BCWM
306
Bartlett & Co Wealth Management
Ohio
$248K
HI
307
Hudock Inc
Pennsylvania
$247K +$86 +1 +0%
NCM
308
New Capital Management
Texas
$244K
MCM
309
MAI Capital Management
Ohio
$243K +$945 +11 +0.4%
OWP
310
Obermeyer Wealth Partners
Colorado
$241K
MC
311
Moors & Cabot
Massachusetts
$241K -$2.58K -30 -1%
HG
312
Harbor Group
New Hampshire
$240K +$6.53K +76 +3%
H
313
HoyleCohen
California
$240K
IWP
314
IAG Wealth Partners
Wisconsin
$238K +$43.4K +505 +23%
EWA
315
EP Wealth Advisors
California
$237K +$465K +5,409 New
BC
316
Brio Consultants
California
$237K +$859 +10 +0.4%
GPA
317
Guerra Pan Advisors
New Jersey
$234K
BP
318
Ballentine Partners
Massachusetts
$233K
SF
319
Synovus Financial
Georgia
$232K -$2.58K -30 -1%
PWMAG
320
Pinnacle Wealth Management Advisory Group
New Jersey
$230K
MA
321
MJP Associates
Connecticut
$229K +$773 +9 +0.3%
AWS
322
Atria Wealth Solutions
New York
$228K -$28.4K -331 -11%
LA
323
LexAurum Advisors
Kansas
$226K +$172 +2 +0.1%
LB
324
Leo Brokerage
Texas
$226K +$221K +2,571 New
ML
325
McAdam LLC
Pennsylvania
$225K +$221K +2,568 New