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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
SWP Financial
California
$315K -$5.58K -46 -2%
KLI
327
Kelman-Lazarov Inc
Tennessee
$313K +$120K +988 +57%
BHWM
328
Bar Harbor Wealth Management
New Hampshire
$310K -$9.09K -75 -3%
KA
329
Klingman & Associates
New York
$309K
BRIA
330
Balanced Rock Investment Advisors
Massachusetts
$309K -$639K -5,274 -66%
AA
331
Aufman Associates
Pennsylvania
$300K +$727 +6 +0.2%
Goldman Sachs
332
Goldman Sachs
New York
$298K -$29K -239 -8%
HWA
333
HCR Wealth Advisors
California
$296K
TRCT
334
Tower Research Capital (TRC)
New York
$295K +$311K +2,566 New
AIM
335
Acropolis Investment Management
Missouri
$292K
GPA
336
Guerra Pan Advisors
New Jersey
$290K -$16.2K -134 -5%
CPA
337
Capital Performance Advisors
California
$290K
CP
338
Creekside Partners
California
$288K +$242 +2 +0.1%
DWM
339
Dakota Wealth Management
Florida
$287K +$606 +5 +0.2%
CAIM
340
Catherine Avery Investment Management
Florida
$286K -$849 -7 -0.3%
LP
341
LGL Partners
Pennsylvania
$286K +$849 +7 +0.3%
FA
342
Flagstar Advisors
New York
$285K -$14.9K -123 -5%
AWA
343
Arkadios Wealth Advisors
Georgia
$284K +$28.6K +236 +11%
HPA
344
High Probability Advisors
New York
$283K +$299K +2,468 New
DWT
345
Dorsey & Whitney Trust
South Dakota
$282K
AWS
346
Atria Wealth Solutions
New York
$276K -$220K -1,811 -43%
FFN
347
Focus Financial Network
Minnesota
$274K +$727 +6 +0.3%
FPW
348
Flagship Private Wealth
Massachusetts
$272K -$32.4K -267 -10%
ATC
349
Adirondack Trust Company
New York
$270K -$8.85K -73 -3%
PIA
350
Panoramic Investment Advisors
Colorado
$268K -$1.94K -16 -0.7%