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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFW
326
Fusion Family Wealth
New York
$402K
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$402K
IRP
328
Investment Research Partners
Pennsylvania
$401K -$16.2K -117 -4%
Bessemer Group
329
Bessemer Group
New Jersey
$400K +$396K +2,867 New
SPC
330
Sigma Planning Corp
Michigan
$393K
FPH
331
Financial Planning Hawaii
Hawaii
$391K +$387K +2,803 New
BCWM
332
Bartlett & Co Wealth Management
Ohio
$385K
CIA
333
Concurrent Investment Advisors
Florida
$382K +$12.3K +89 +3%
WA
334
Wealth Architects
California
$381K
WWM
335
WJ Wealth Management
Arizona
$376K
KA
336
Klingman & Associates
New York
$375K
KLI
337
Kelman-Lazarov Inc
Tennessee
$374K +$138 +1 +0%
FWCM
338
Ferguson Wellman Capital Management
Oregon
$365K -$7.59K -55 -2%
AWA
339
Arkadios Wealth Advisors
Georgia
$363K +$12.7K +92 +4%
AA
340
Aufman Associates
Pennsylvania
$360K -$1.1K -8 -0.3%
HI
341
Harbour Investments
Wisconsin
$359K +$110K +795 +45%
HPA
342
High Probability Advisors
New York
$359K +$828 +6 +0.2%
HWA
343
HCR Wealth Advisors
California
$355K
OFP
344
OLIO Financial Planning
Virginia
$355K +$35.1K +254 +11%
AIM
345
Acropolis Investment Management
Missouri
$354K
CPA
346
Capital Performance Advisors
California
$352K
GPA
347
Guerra Pan Advisors
New Jersey
$352K
EAN
348
Excelsior Advisor Network
Colorado
$351K +$348K +2,521 New
DWM
349
Dakota Wealth Management
Florida
$350K +$690 +5 +0.2%
LP
350
LGL Partners
Pennsylvania
$349K +$967 +7 +0.3%