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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
326
Focus Financial Network
Minnesota
$297K -$542 -5 -0.2%
FPW
327
Flagship Private Wealth
Massachusetts
$294K +$7.04K +65 +3%
PIM
328
Penobscot Investment Management
Massachusetts
$288K
LA
329
LexAurum Advisors
Kansas
$287K +$108 +1 +0%
SWIG
330
Strategic Wealth Investment Group
Kentucky
$285K +$275K +2,539 New
HWA
331
HCR Wealth Advisors
California
$284K
CPA
332
Capital Performance Advisors
California
$284K
Neuberger Berman Group
333
Neuberger Berman Group
New York
$282K +$58K +535 +27%
CP
334
Creekside Partners
California
$280K +$270K +2,489 New
DWM
335
Dakota Wealth Management
Florida
$279K +$434 +4 +0.2%
LP
336
LGL Partners
Pennsylvania
$277K +$650 +6 +0.2%
DWT
337
Dorsey & Whitney Trust
South Dakota
$275K
VHAM
338
Van Hulzen Asset Management
California
$269K -$3.04K -28 -1%
CCFM
339
Clear Creek Financial Management
Washington
$266K -$215K -1,981 -46%
CIA
340
Concurrent Investment Advisors
Florida
$265K +$40.8K +376 +19%
GBT
341
Grove Bank & Trust
Florida
$262K
DT
342
Diversified Trust
Tennessee
$261K
TFS
343
Thoroughbred Financial Services
Tennessee
$259K -$23.2K -214 -8%
AWA
344
Arete Wealth Advisors
Illinois
$259K +$250K +2,303 New
FCG
345
Financial Connections Group
California
$259K +$251K +2,313 New
DAS
346
Dynamic Advisor Solutions
Arizona
$259K +$108 +1 +0%
S
347
SignatureFD
Georgia
$256K
HA
348
Harfst & Associates
Wyoming
$255K
KLI
349
Kelman-Lazarov Inc
Tennessee
$255K -$6.61K -61 -3%
CAWM
350
Capital Advisors Wealth Management
Washington
$253K -$32.5K -300 -12%