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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
326
Penobscot Investment Management
Massachusetts
$280K -$83.3K -800 -24%
CAWM
327
Capital Advisors Wealth Management
Washington
$279K -$1.56K -15 -0.6%
FPW
328
Flagship Private Wealth
Massachusetts
$279K +$3.33K +32 +1%
LA
329
LexAurum Advisors
Kansas
$278K +$11.1K +107 +4%
HWA
330
HCR Wealth Advisors
California
$276K
BC
331
Brio Consultants
California
$276K +$312 +3 +0.1%
CPA
332
Capital Performance Advisors
California
$276K
TFS
333
Thoroughbred Financial Services
Tennessee
$275K
BWM
334
Bulltick Wealth Management
Florida
$273K -$6.25K -60 -2%
DWM
335
Dakota Wealth Management
Florida
$271K +$521 +5 +0.2%
LP
336
LGL Partners
Pennsylvania
$268K +$729 +7 +0.3%
DWT
337
Dorsey & Whitney Trust
South Dakota
$268K
FFN
338
Focus Financial Network
Minnesota
$266K -$35.1K -337 -12%
Millennium Management
339
Millennium Management
New York
$266K +$253K +2,434 New
VHAM
340
Van Hulzen Asset Management
California
$264K
CW
341
CreativeOne Wealth
Kansas
$259K +$247K +2,369 New
GBT
342
Grove Bank & Trust
Florida
$254K
KLI
343
Kelman-Lazarov Inc
Tennessee
$254K -$5.21K -50 -2%
DT
344
Diversified Trust
Tennessee
$254K -$54.7K -525 -18%
DAS
345
Dynamic Advisor Solutions
Arizona
$251K +$240K +2,301 New
S
346
SignatureFD
Georgia
$249K
D
347
Diversified
Delaware
$249K -$12.2K -117 -5%
HA
348
Harfst & Associates
Wyoming
$247K
PFPT
349
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K
PWMG
350
Private Wealth Management Group
New Jersey
$241K -$5.1K -49 -2%