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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
301
KMG Fiduciary Partners
Ohio
$473K -$8.56K -62 -2%
JMNC
302
J. Mark Nickell & Co
Tennessee
$469K +$464K +3,363 New
FWI
303
Facet Wealth Inc
Maryland
$468K +$453K +3,281 New
BFS
304
Bradley Foster & Sargent
Connecticut
$467K -$34.5K -250 -7%
CFG
305
Citizens Financial Group
Rhode Island
$466K
FHA
306
Flagship Harbor Advisors
Massachusetts
$462K -$12.3K -89 -3%
CWP
307
Corepath Wealth Partners
Arizona
$459K +$967 +7 +0.2%
HIA
308
Harbor Investment Advisory
Maryland
$456K
PI
309
PFG Investments
New York
$452K -$15.1K -109 -3%
SS
310
Sound Stewardship
Kansas
$449K -$21.8K -158 -5%
T
311
TrustBank
Illinois
$448K +$443K +3,212 New
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$443K +$50.5K +366 +13%
PHIC
313
Pine Haven Investment Counsel
Massachusetts
$442K +$3.45K +25 +0.8%
TWM
314
Tradition Wealth Management
Minnesota
$441K +$552 +4 +0.1%
TAM
315
Trillium Asset Management
Massachusetts
$439K -$69K -500 -14%
AGA
316
Arkos Global Advisors
Texas
$439K -$40.2K -291 -8%
SAM
317
Smartleaf Asset Management
Massachusetts
$435K +$364K +2,633 +565%
GVCM
318
Global View Capital Management
Wisconsin
$432K -$322K -2,329 -43%
PA
319
Pinnacle Associates
New York
$426K +$1.38K +10 +0.3%
LI
320
LVZ Inc
Michigan
$425K
BFS
321
BridgePort Financial Solutions
Iowa
$424K -$3.31K -24 -0.8%
SHGA
322
Sand Hill Global Advisors
California
$423K
AFO
323
Arrowroot Family Office
California
$418K +$17.1K +124 +4%
SDJVC
324
St. Denis J. Villere & Co
Louisiana
$418K
OFG
325
Oxford Financial Group
Indiana
$418K