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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
326
Financial Insights
Washington
$99.4K +$96.2K +1,040 New
LAS
327
Lloyd Advisory Services
Georgia
$99K +$96.3K +1,041 New
GEA
328
Glen Eagle Advisors
New Jersey
$94.1K
AF
329
Advisornet Financial
Minnesota
$84K
HR
330
Howe & Rusling
New York
$81K
APC
331
Aspire Private Capital
North Carolina
$80K -$17.4K -188 -18%
PAIM
332
Punch & Associates Investment Management
Minnesota
$73K -$32.8K -355 -32%
BWP
333
Baldwin Wealth Partners
Massachusetts
$71K -$2.77K -30 -4%
RE
334
RBC Europe
United Kingdom
$69.7K +$50.9K +550 +306%
PA
335
Parallel Advisors
California
$68K
AIA
336
Arcadia Investment Advisors
Idaho
$67.8K +$555 +6 +0.9%
CWP
337
Concord Wealth Partners
Virginia
$67K -$14.8K -160 -19%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$67K -$13.9K -150 -18%
CFD
339
Creative Financial Designs
Indiana
$67K +$64.8K +701 New
NL
340
NEPC LLC
Massachusetts
$64.7K +$49.8K +538 +387%
ATC
341
Adirondack Trust Company
New York
$57K
TWM
342
Tradition Wealth Management
Minnesota
$56K +$42K +454 +344%
VNA
343
Valley National Advisers
Pennsylvania
$54K +$52.2K +564 New
PWA
344
Phoenix Wealth Advisors
North Carolina
$52K
LWA
345
Lenox Wealth Advisors
New York
$51K
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$51K +$48.3K +522 +2,486%
ACA
347
Aptus Capital Advisors
Alabama
$50K
Fidelity Investments
348
Fidelity Investments
Massachusetts
$50K +$4.07K +44 +9%
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$57.2K -618 -56%
FWM
350
Focused Wealth Management
New York
$44K