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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
SWP Financial
California
$339K -$48.3K -394 -12%
BHWM
327
Bar Harbor Wealth Management
New Hampshire
$338K +$11.5K +94 +4%
MA
328
MJP Associates
Connecticut
$336K -$34.1K -278 -9%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$336K
KA
330
Klingman & Associates
New York
$328K
GPA
331
Guerra Pan Advisors
New Jersey
$323K -$613 -5 -0.2%
Citadel Advisors
332
Citadel Advisors
Florida
$321K +$20K +163 +7%
FPW
333
Flagship Private Wealth
Massachusetts
$320K +$981 +8 +0.3%
AA
334
Aufman Associates
Pennsylvania
$317K +$320K +2,605 New
FA
335
Flagstar Advisors
New York
$316K -$6.87K -56 -2%
HWA
336
HCR Wealth Advisors
California
$313K -$6.13K -50 -2%
BIG
337
Boothe Investment Group
Delaware
$312K +$28.6K +233 +10%
AIM
338
Acropolis Investment Management
Missouri
$309K -$25.1K -205 -7%
CPA
339
Capital Performance Advisors
California
$307K
CP
340
Creekside Partners
California
$305K +$859 +7 +0.3%
CAIM
341
Catherine Avery Investment Management
Florida
$304K +$307K +2,500 New
DWM
342
Dakota Wealth Management
Florida
$303K +$613 +5 +0.2%
LP
343
LGL Partners
Pennsylvania
$302K +$859 +7 +0.3%
OWA
344
Opal Wealth Advisors
New York
$301K -$37.2K -303 -11%
DWT
345
Dorsey & Whitney Trust
South Dakota
$298K
AIC
346
Allodium Investment Consultants
Minnesota
$297K +$300K +2,445 New
ATC
347
Adirondack Trust Company
New York
$295K +$10.1K +82 +3%
FFN
348
Focus Financial Network
Minnesota
$289K -$24.3K -198 -8%
PIA
349
Panoramic Investment Advisors
Colorado
$286K -$123 -1 -0%
GBT
350
Grove Bank & Trust
Florida
$283K