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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
326
Capital Performance Advisors
California
$224K
WPWM
327
Western Pacific Wealth Management
Illinois
$223K
PIA
328
Perennial Investment Advisors
California
$223K +$218K +2,538 New
HA
329
Harfst & Associates
Wyoming
$221K -$30.1K -350 -12%
HWA
330
HCR Wealth Advisors
California
$219K
MCM
331
Mill Capital Management
North Carolina
$217K
VHAM
332
Van Hulzen Asset Management
California
$216K
CFD
333
Creative Financial Designs
Indiana
$216K +$773 +9 +0.4%
DWT
334
Dorsey & Whitney Trust
South Dakota
$215K
MLA
335
My Legacy Advisors
Oregon
$213K +$211K +2,453 New
LP
336
LGL Partners
Pennsylvania
$213K +$208K +2,425 New
KLI
337
Kelman-Lazarov Inc
Tennessee
$211K +$206K +2,403 New
LWA
338
LWS Wealth Advisors
New Jersey
$210K +$206K +2,397 New
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$209K -$190K -2,206 -48%
D
340
Diversified
Delaware
$208K +$204K +2,370 New
BAM
341
Baldrige Asset Management
Pennsylvania
$207K +$1.98K +23 +1%
TSS
342
Two Sigma Securities
New York
$206K +$201K +2,343 New
GBT
343
Grove Bank & Trust
Florida
$204K
DT
344
Diversified Trust
Tennessee
$204K +$200K +2,323 New
FCG
345
Financial Connections Group
California
$203K
AWA
346
Archvest Wealth Advisors
California
$202K +$198K +2,307 New
CAWM
347
Capital Advisors Wealth Management
Washington
$202K +$197K +2,297 New
S
348
SignatureFD
Georgia
$200K
AWM
349
AllSquare Wealth Management
New York
$194K
TRCT
350
Tower Research Capital (TRC)
New York
$192K -$739K -8,604 -80%