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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
326
Guerra Pan Advisors
New Jersey
$219K
BP
327
Ballentine Partners
Massachusetts
$219K
HG
328
Harbor Group
New Hampshire
$219K -$4.61K -56 -2%
PWMAG
329
Pinnacle Wealth Management Advisory Group
New Jersey
$215K +$215K +2,615 New
MA
330
MJP Associates
Connecticut
$214K -$73.1K -887 -25%
LA
331
LexAurum Advisors
Kansas
$212K +$212K +2,576 New
NHFG
332
New Harbor Financial Group
Massachusetts
$211K +$211K +2,563 New
CPA
333
Capital Performance Advisors
California
$210K +$210K +2,550 New
WPWM
334
Western Pacific Wealth Management
Illinois
$209K
HWA
335
HCR Wealth Advisors
California
$206K +$206K +2,500 New
MCM
336
Mill Capital Management
North Carolina
$204K
VHAM
337
Van Hulzen Asset Management
California
$202K +$203K +2,459 New
DWT
338
Dorsey & Whitney Trust
South Dakota
$202K +$202K +2,451 New
CFD
339
Creative Financial Designs
Indiana
$201K +$824 +10 +0.4%
NSIM
340
North Star Investment Management
Illinois
$199K
Fidelity Investments
341
Fidelity Investments
Massachusetts
$196K -$76.5K -929 -28%
BAM
342
Baldrige Asset Management
Pennsylvania
$192K +$9.8K +119 +5%
GBT
343
Grove Bank & Trust
Florida
$192K +$192K +2,328 New
FCG
344
Financial Connections Group
California
$190K
PAI
345
Pittenger & Anderson Inc
Nebraska
$189K -$114K -1,383 -38%
S
346
SignatureFD
Georgia
$188K
CCM
347
Cribstone Capital Management
Maine
$187K -$2.39K -29 -1%
CS
348
Credit Suisse
Switzerland
$184K
IWP
349
IAG Wealth Partners
Wisconsin
$182K -$10.4K -126 -5%
AWM
350
AllSquare Wealth Management
New York
$182K