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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
301
Pine Haven Investment Counsel
Massachusetts
$407K -$11.8K -85 -3%
AGA
302
Arkos Global Advisors
Texas
$403K -$13.9K -100 -3%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$402K
SHGA
304
Sand Hill Global Advisors
California
$401K
PI
305
PFG Investments
New York
$398K -$32K -231 -7%
AFO
306
Arrowroot Family Office
California
$397K +$416 +3 +0.1%
PA
307
Pinnacle Associates
New York
$396K -$7.76K -56 -2%
OFG
308
Oxford Financial Group
Indiana
$396K
BFS
309
BridgePort Financial Solutions
Iowa
$394K -$8.04K -58 -2%
SA
310
Sanctuary Advisors
Indiana
$391K -$60.6K -437 -13%
ZAM
311
Zevin Asset Management
Massachusetts
$386K -$140K -1,012 -26%
FFW
312
Fusion Family Wealth
New York
$381K
IRP
313
Investment Research Partners
Pennsylvania
$380K
Bessemer Group
314
Bessemer Group
New Jersey
$378K -$277 -2 -0.1%
SC
315
Savant Capital
Illinois
$376K +$152K +1,098 +63%
AIP
316
Avail Investment Partners
Pennsylvania
$374K +$393K +2,831 New
SPC
317
Sigma Planning Corp
Michigan
$373K
FPH
318
Financial Planning Hawaii
Hawaii
$370K
PIM
319
Penobscot Investment Management
Massachusetts
$364K +$97.1K +700 +34%
WA
320
Wealth Architects
California
$361K
CWA
321
Consilio Wealth Advisors
Washington
$361K +$67K +483 +21%
KA
322
Klingman & Associates
New York
$359K +$3.47K +25 +0.9%
AA
323
Aufman Associates
Pennsylvania
$356K +$15.4K +111 +4%
SF
324
SWP Financial
California
$353K +$26.2K +189 +8%
KLI
325
Kelman-Lazarov Inc
Tennessee
$347K -$7.9K -57 -2%