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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
SWP Financial
California
$413K +$443 +3 +0.1%
OFP
327
OLIO Financial Planning
Virginia
$411K +$17K +115 +5%
KLI
328
Kelman-Lazarov Inc
Tennessee
$406K +$148 +1 +0%
EAN
329
Excelsior Advisor Network
Colorado
$402K
UIA
330
Ulland Investment Advisors
Minnesota
$402K -$185K -1,250 -32%
CIA
331
Concurrent Investment Advisors
Florida
$400K -$1.18K -8 -0.3%
HPA
332
High Probability Advisors
New York
$399K +$591 +4 +0.2%
HWA
333
HCR Wealth Advisors
California
$393K
GPA
334
Guerra Pan Advisors
New Jersey
$390K
DWM
335
Dakota Wealth Management
Florida
$389K +$443 +3 +0.1%
LP
336
LGL Partners
Pennsylvania
$388K +$591 +4 +0.2%
SDJVC
337
St. Denis J. Villere & Co
Louisiana
$386K
CAIM
338
Catherine Avery Investment Management
Florida
$385K
FWCM
339
Ferguson Wellman Capital Management
Oregon
$384K
AIC
340
Allodium Investment Consultants
Minnesota
$384K
Empower Advisory Group
341
Empower Advisory Group
Colorado
$383K
PCFFS
342
Pacific Center for Financial Services
California
$379K +$148 +1 +0%
DWT
343
Dorsey & Whitney Trust
South Dakota
$378K
ACA
344
AllStreet Capital Advisors
California
$377K
ZAM
345
Zevin Asset Management
Massachusetts
$373K -$75.2K -509 -17%
AIM
346
Acropolis Investment Management
Missouri
$371K -$19.6K -133 -5%
AWA
347
Arkadios Wealth Advisors
Georgia
$368K -$32.2K -218 -8%
FPW
348
Flagship Private Wealth
Massachusetts
$363K +$591 +4 +0.2%
BHWM
349
Bar Harbor Wealth Management
New Hampshire
$361K
GBT
350
Grove Bank & Trust
Florida
$359K