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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
351
Concord Wealth Partners
Virginia
$67K
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$67K
AIA
353
Arcadia Investment Advisors
Idaho
$65.9K -$2.27K -23 -3%
VNA
354
Valley National Advisers
Pennsylvania
$54K
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$54K +$2.67K +27 +5%
LWA
356
Lenox Wealth Advisors
New York
$52K
PWA
357
Phoenix Wealth Advisors
North Carolina
$52K
ACA
358
Aptus Capital Advisors
Alabama
$50K
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$47K
FWM
360
Focused Wealth Management
New York
$44K +$198 +2 +0.4%
DWMG
361
DB Wealth Management Group
California
$39K
MIM
362
Macroview Investment Management
Maryland
$37K
Barclays
363
Barclays
United Kingdom
$37K +$13.9K +141 +58%
MFAM
364
M Financial Asset Management
Oregon
$33K
GKWIM
365
Gerber Kawasaki Wealth & Investment Management
California
$32K -$416K -4,208 -99%
WWM
366
Wolff Wiese Magana
California
$32K
ACA
367
Atlas Capital Advisors
Wyoming
$28.9K +$99 +1 +0.3%
FRA
368
Front Row Advisors
California
$24K
PWMG
369
Prestige Wealth Management Group
New Jersey
$22K
CAAS
370
Capital Asset Advisory Services
Michigan
$22K +$99 +1 +0.4%
TC
371
Trust Company
Kansas
$20K
KTC
372
Kistler-Tiffany Companies
Pennsylvania
$19K
SFPG
373
Stonebridge Financial Planning Group
Florida
$16K
FP
374
Financial Perspectives
Minnesota
$13.1K +$99 +1 +0.7%
PP
375
Pacifica Partners
Canada
$13K