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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
301
McAdam LLC
Pennsylvania
$255K +$12.9K +137 +5%
BC
302
Bartlett & Co
Ohio
$255K
BCWM
303
Bartlett & Co Wealth Management
Ohio
$255K
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$253K +$39.1K +415 +17%
TFS
305
Thoroughbred Financial Services
Tennessee
$249K -$53.1K -564 -17%
H
306
HoyleCohen
California
$246K
HI
307
Hudock Inc
Pennsylvania
$245K
KA
308
Klingman & Associates
New York
$242K +$47.1K +500 +23%
GPA
309
Guerra Pan Advisors
New Jersey
$240K
BP
310
Ballentine Partners
Massachusetts
$239K
AWA
311
Archvest Wealth Advisors
California
$239K +$32.9K +350 +15%
JWA
312
JFS Wealth Advisors
Pennsylvania
$238K
SWIG
313
Strategic Wealth Investment Group
Kentucky
$236K
BC
314
Brio Consultants
California
$234K -$9.88K -105 -4%
FA
315
Flagstar Advisors
New York
$232K +$10.4K +110 +4%
CPA
316
Capital Performance Advisors
California
$229K
IWP
317
IAG Wealth Partners
Wisconsin
$226K
HWA
318
HCR Wealth Advisors
California
$225K
PIA
319
Perennial Investment Advisors
California
$221K
DWM
320
Dakota Wealth Management
Florida
$221K
VHAM
321
Van Hulzen Asset Management
California
$221K -$5.46K -58 -2%
DWT
322
Dorsey & Whitney Trust
South Dakota
$221K
LA
323
LexAurum Advisors
Kansas
$219K -$13.2K -140 -5%
LP
324
LGL Partners
Pennsylvania
$219K
Fidelity Investments
325
Fidelity Investments
Massachusetts
$218K +$1.98K +21 +0.9%