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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
AllSquare Wealth Management
New York
$195K
BCPWM
327
Bradley & Co Private Wealth Management
Florida
$173K -$1.98K -20 -1%
HI
328
Hudock Inc
Pennsylvania
$173K +$395 +4 +0.2%
FWP
329
FAS Wealth Partners
Kansas
$161K
IA
330
IFP Advisors
Florida
$141K
CCM
331
Covington Capital Management
California
$134K
CWM
332
Cranbrook Wealth Management
Michigan
$130K +$99 +1 +0.1%
ATC
333
Adirondack Trust Company
New York
$124K +$59.3K +600 +100%
NL
334
NEPC LLC
Massachusetts
$116K +$53.1K +537 +79%
BAM
335
Barrett Asset Management
New York
$115K
Fidelity Investments
336
Fidelity Investments
Massachusetts
$115K +$66.8K +676 +129%
Qube Research & Technologies (QRT)
337
Qube Research & Technologies (QRT)
United Kingdom
$115K +$119K +1,200 New
CT
338
Caldwell Trust
Florida
$113K
GWSG
339
GPS Wealth Strategies Group
Colorado
$112K
GEA
340
Glen Eagle Advisors
New Jersey
$95.5K +$988 +10 +1%
RE
341
RBC Europe
United Kingdom
$86.8K +$17.3K +175 +24%
AF
342
Advisornet Financial
Minnesota
$84K
HR
343
Howe & Rusling
New York
$82K
GT
344
Glenmede Trust
Pennsylvania
$82K +$85.2K +862 New
WLPWM
345
Walled Lake Planning & Wealth Management
Illinois
$74K +$76.7K +776 New
PAIM
346
Punch & Associates Investment Management
Minnesota
$73K
BWP
347
Baldwin Wealth Partners
Massachusetts
$71K
APC
348
Aspire Private Capital
North Carolina
$70K -$11.2K -113 -13%
PA
349
Parallel Advisors
California
$69K
TWM
350
Tradition Wealth Management
Minnesota
$69K +$13.5K +137 +23%