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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
326
Pinnacle Wealth Management Advisory Group
New Jersey
$218K +$471 +5 +0.2%
PFS
327
Prospera Financial Services
Texas
$217K
PA
328
Prism Advisors
California
$215K -$541K -5,745 -71%
KLI
329
Kelman-Lazarov Inc
Tennessee
$215K -$94 -1 -0%
AWS
330
Atria Wealth Solutions
New York
$214K -$775K -8,232 -78%
D
331
Diversified
Delaware
$214K
CAWM
332
Capital Advisors Wealth Management
Washington
$214K +$2.35K +25 +1%
FLPIM
333
F.L. Putnam Investment Management
Massachusetts
$211K +$221K +2,345 New
MLA
334
My Legacy Advisors
Oregon
$211K -$5.08K -54 -2%
WT
335
Whittier Trust
California
$210K
GBT
336
Grove Bank & Trust
Florida
$209K
WPWM
337
Western Pacific Wealth Management
Illinois
$207K -$22.6K -240 -9%
S
338
SignatureFD
Georgia
$205K
HA
339
Harfst & Associates
Wyoming
$204K
AWM
340
AllSquare Wealth Management
New York
$199K
SWM
341
Spire Wealth Management
Virginia
$195K
PWMA
342
Pension & Wealth Management Advisors
Massachusetts
$182K
ATC
343
Adirondack Trust Company
New York
$179K
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$173K
SS
345
Sunbelt Securities
Texas
$170K -$12.6K -134 -7%
GWM
346
Geneos Wealth Management
Colorado
$167K
CFD
347
Creative Financial Designs
Indiana
$165K -$43.7K -464 -20%
BCPWM
348
Bradley & Co Private Wealth Management
Florida
$162K
FM
349
Family Management
New York
$130K
PAI
350
Pittenger & Anderson Inc
Nebraska
$124K