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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DT
351
Diversified Trust
Tennessee
$358K
PAI
352
Pittenger & Anderson Inc
Nebraska
$357K
GVCM
353
Global View Capital Management
Wisconsin
$355K -$136K -921 -29%
S
354
SignatureFD
Georgia
$351K
FWM
355
Forza Wealth Management
Florida
$350K +$11.1K +75 +3%
KSB
356
Kennebec Savings Bank
Maine
$349K -$6.94K -47 -2%
BRIA
357
Balanced Rock Investment Advisors
Massachusetts
$348K -$6.64K -45 -2%
RIS
358
Richmond Investment Services
Wisconsin
$348K -$335K -2,269 -50%
PGAM
359
Princeton Global Asset Management
New Jersey
$346K
Nuveen
360
Nuveen
North Carolina
$342K +$327K +2,217 New
AWM
361
Affinity Wealth Management
Delaware
$335K +$321K +2,172 New
FCIM
362
Fairview Capital Investment Management
California
$335K
DAS
363
Diversify Advisory Services
Utah
$335K +$325K +2,198 New
DWM
364
Diversify Wealth Management
Utah
$335K +$325K +2,198 New
LIM
365
Leavell Investment Management
Alabama
$332K
FFN
366
Focus Financial Network
Minnesota
$329K -$9.6K -65 -3%
MCC
367
Money Concepts Capital
Florida
$326K +$312K +2,112 New
FFC
368
Frederick Financial Consultants
Maryland
$320K
LI
369
LVZ Inc
Michigan
$319K
CA
370
Cornerstone Advisory
Maryland
$317K +$591 +4 +0.2%
MFG
371
Magnus Financial Group
New York
$313K +$443 +3 +0.1%
DAS
372
Dynamic Advisor Solutions
Arizona
$312K +$148 +1 +0%
PWM
373
Perigon Wealth Management
California
$312K -$3.4K -23 -1%
EPP
374
ETF Portfolio Partners
Kansas
$310K
TW
375
Traveka Wealth
California
$309K