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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
301
Sanctuary Advisors
Indiana
$409K -$99.8K -846 -21%
Kovitz Investment Group Partners
302
Kovitz Investment Group Partners
Illinois
$405K +$376K +3,191 New
TWM
303
Tradition Wealth Management
Minnesota
$401K -$3.07K -26 -0.8%
DF
304
Dunhill Financial
United Kingdom
$394K -$25.8K -219 -7%
CWM
305
Connecticut Wealth Management
Connecticut
$391K +$26.3K +223 +8%
NI
306
Natural Investments
California
$387K -$71.6K -607 -17%
LI
307
LVZ Inc
Michigan
$387K +$10.1K +86 +3%
SHGA
308
Sand Hill Global Advisors
California
$385K
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$382K -$29.4K -249 -8%
SDJVC
310
St. Denis J. Villere & Co
Louisiana
$380K
OFG
311
Oxford Financial Group
Indiana
$380K
BFS
312
BridgePort Financial Solutions
Iowa
$373K
Empower Advisory Group
313
Empower Advisory Group
Colorado
$372K
MFS
314
McNamara Financial Services
Massachusetts
$366K -$2.36K -20 -0.7%
FFW
315
Fusion Family Wealth
New York
$366K
AFO
316
Arrowroot Family Office
California
$365K +$339K +2,879 New
Envestnet Portfolio Solutions
317
Envestnet Portfolio Solutions
Illinois
$358K -$37.1K -315 -10%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$350K
WA
319
Wealth Architects
California
$347K -$46.5K -394 -13%
KLI
320
Kelman-Lazarov Inc
Tennessee
$345K
FCIM
321
Fairview Capital Investment Management
California
$345K -$17.7K -150 -5%
KA
322
Klingman & Associates
New York
$341K
FWCM
323
Ferguson Wellman Capital Management
Oregon
$339K -$47.2K -400 -13%
ABC
324
Associated Banc-Corp
Wisconsin
$333K +$310K +2,629 New
AA
325
Aufman Associates
Pennsylvania
$331K +$472 +4 +0.2%