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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
326
Capital Performance Advisors
California
$343K
GPA
327
Guerra Pan Advisors
New Jersey
$343K
FCIM
328
Fairview Capital Investment Management
California
$342K -$26.1K -200 -7%
AWA
329
Arkadios Wealth Advisors
Georgia
$341K +$914 +7 +0.3%
DWM
330
Dakota Wealth Management
Florida
$340K +$522 +4 +0.2%
LP
331
LGL Partners
Pennsylvania
$339K +$784 +6 +0.2%
CAIM
332
Catherine Avery Investment Management
Florida
$338K
DWT
333
Dorsey & Whitney Trust
South Dakota
$332K
BRIA
334
Balanced Rock Investment Advisors
Massachusetts
$329K -$13.6K -104 -4%
PWMAG
335
Pinnacle Wealth Management Advisory Group
New Jersey
$325K -$201K -1,541 -39%
AIM
336
Acropolis Investment Management
Missouri
$322K
FPW
337
Flagship Private Wealth
Massachusetts
$320K +$784 +6 +0.3%
BHWM
338
Bar Harbor Wealth Management
New Hampshire
$318K -$7.84K -60 -2%
GBT
339
Grove Bank & Trust
Florida
$316K
DT
340
Diversified Trust
Tennessee
$315K
FFN
341
Focus Financial Network
Minnesota
$313K -$9.27K -71 -3%
WLIM
342
White Lighthouse Investment Management
Massachusetts
$312K +$914 +7 +0.3%
OFP
343
OLIO Financial Planning
Virginia
$311K
S
344
SignatureFD
Georgia
$309K
DAS
345
Diversify Advisory Services
Utah
$305K +$285K +2,181 New
PGAM
346
Princeton Global Asset Management
New Jersey
$304K +$75.8K +580 +35%
First Manhattan
347
First Manhattan
New York
$304K
WFS
348
WealthGarden F.S.
California
$300K -$392 -3 -0.1%
AWM
349
AllSquare Wealth Management
New York
$300K
FWM
350
Forza Wealth Management
Florida
$297K +$26.1K +200 +10%