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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
301
Citizens Financial Group
Rhode Island
$384K +$406K +3,345 New
DF
302
Dunhill Financial
United Kingdom
$382K +$379K +3,126 +1,532%
AIC
303
Allodium Investment Consultants
Minnesota
$378K +$103K +846 +35%
HIA
304
Harbor Investment Advisory
Maryland
$377K -$1.82K -15 -0.5%
PHIC
305
Pine Haven Investment Counsel
Massachusetts
$377K
WA
306
Wealth Alliance
New York
$375K +$2.67K +22 +0.7%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$374K +$156K +1,287 +65%
TWM
308
Tradition Wealth Management
Minnesota
$366K +$39.6K +327 +11%
GVCM
309
Global View Capital Management
Wisconsin
$364K -$183K -1,510 -32%
Envestnet Portfolio Solutions
310
Envestnet Portfolio Solutions
Illinois
$361K -$37.7K -311 -9%
WA
311
Wealth Architects
California
$359K +$379K +3,128 New
FWCM
312
Ferguson Wellman Capital Management
Oregon
$353K
SHGA
313
Sand Hill Global Advisors
California
$349K
WLIM
314
White Lighthouse Investment Management
Massachusetts
$346K
SDJVC
315
St. Denis J. Villere & Co
Louisiana
$345K -$292K -2,411 -45%
OFG
316
Oxford Financial Group
Indiana
$344K
LI
317
LVZ Inc
Michigan
$341K
BFS
318
BridgePort Financial Solutions
Iowa
$338K
Empower Advisory Group
319
Empower Advisory Group
Colorado
$337K -$38.4K -317 -10%
MFS
320
McNamara Financial Services
Massachusetts
$334K -$15.4K -127 -4%
FFW
321
Fusion Family Wealth
New York
$331K
TW
322
Transform Wealth
Colorado
$331K -$20.9K -172 -6%
FCIM
323
Fairview Capital Investment Management
California
$330K
CWM
324
Connecticut Wealth Management
Connecticut
$328K +$347K +2,859 New
BCWM
325
Bartlett & Co Wealth Management
Ohio
$317K