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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
SWP Financial
California
$331K -$15.3K -130 -5%
HPA
327
High Probability Advisors
New York
$327K +$13.2K +112 +5%
AIM
328
Acropolis Investment Management
Missouri
$322K
LP
329
LGL Partners
Pennsylvania
$322K +$590 +5 +0.2%
BRIA
330
Balanced Rock Investment Advisors
Massachusetts
$320K -$19.1K -162 -6%
HWA
331
HCR Wealth Advisors
California
$320K -$5.9K -50 -2%
CPA
332
Capital Performance Advisors
California
$320K
GPA
333
Guerra Pan Advisors
New Jersey
$320K
AWA
334
Arkadios Wealth Advisors
Georgia
$318K +$3.65K +31 +1%
DWM
335
Dakota Wealth Management
Florida
$317K +$472 +4 +0.2%
CAIM
336
Catherine Avery Investment Management
Florida
$316K
FA
337
Flagstar Advisors
New York
$315K +$590 +5 +0.2%
DWT
338
Dorsey & Whitney Trust
South Dakota
$311K
CIA
339
Concurrent Investment Advisors
Florida
$306K +$20.6K +175 +8%
BHWM
340
Bar Harbor Wealth Management
New Hampshire
$304K -$35.4K -300 -11%
SWM
341
SigFig Wealth Management
California
$304K +$62.4K +529 +28%
FFN
342
Focus Financial Network
Minnesota
$302K
FPW
343
Flagship Private Wealth
Massachusetts
$298K -$1.65K -14 -0.6%
SG
344
StoneX Group
New York
$295K +$275K +2,331 New
GBT
345
Grove Bank & Trust
Florida
$295K
DT
346
Diversified Trust
Tennessee
$294K
WLIM
347
White Lighthouse Investment Management
Massachusetts
$291K -$84.3K -715 -24%
OFP
348
OLIO Financial Planning
Virginia
$291K +$270K +2,293 New
S
349
SignatureFD
Georgia
$289K
First Manhattan
350
First Manhattan
New York
$284K