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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
301
Goldman Sachs
New York
$373K -$1.9M -16,453 -84%
AWS
302
Atria Wealth Solutions
New York
$372K -$6.23K -54 -2%
FWCM
303
Ferguson Wellman Capital Management
Oregon
$371K
MFS
304
McNamara Financial Services
Massachusetts
$371K
AO
305
Advisor OS
Illinois
$370K +$5.88K +51 +2%
FCIM
306
Fairview Capital Investment Management
California
$370K +$2.31K +20 +0.7%
TW
307
Transform Wealth
Colorado
$368K
MA
308
MJP Associates
Connecticut
$366K +$5.88K +51 +2%
SHGA
309
Sand Hill Global Advisors
California
$366K +$13.4K +116 +4%
OFG
310
Oxford Financial Group
Indiana
$361K
PA
311
Pinnacle Associates
New York
$360K -$26.5K -230 -6%
LI
312
LVZ Inc
Michigan
$357K
GCP
313
GSA Capital Partners
United Kingdom
$357K -$80.6K -699 -19%
KFP
314
KMG Fiduciary Partners
Ohio
$337K +$80.8K +700 +33%
OWA
315
Opal Wealth Advisors
New York
$334K -$30.2K -262 -9%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$332K -$6.92K -60 -2%
PWMAG
317
Pinnacle Wealth Management Advisory Group
New Jersey
$331K
AIM
318
Acropolis Investment Management
Missouri
$330K
MBTD
319
Mechanics Bank - Trust Department
California
$327K +$8.07K +70 +3%
KA
320
Klingman & Associates
New York
$324K
BHWM
321
Bar Harbor Wealth Management
New Hampshire
$323K
GPA
322
Guerra Pan Advisors
New Jersey
$321K
FA
323
Flagstar Advisors
New York
$320K -$33.3K -289 -10%
JWA
324
JFS Wealth Advisors
Pennsylvania
$319K
HWA
325
HCR Wealth Advisors
California
$316K +$11.5K +100 +4%