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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
351
BOK Financial Private Wealth
Colorado
$89K +$96.7K +1,102 New
FWP
352
FAS Wealth Partners
Kansas
$88K +$263 +3 +0.3%
MCM
353
Manchester Capital Management
Vermont
$86K – – –
GEA
354
Glen Eagle Advisors
New Jersey
$81.5K – – –
AJ
355
Ashburton (Jersey)
Jersey
$77K – – –
HR
356
Howe & Rusling
New York
$69K – – –
AIP
357
Ahrens Investment Partners
Louisiana
$69K +$176 +2 +0.2%
BWP
358
Baldwin Wealth Partners
Massachusetts
$67K – – –
SSB
359
Sandy Spring Bank
Maryland
$67K – – –
WA
360
Win Advisors
Florida
$66K -$18.5M -211,269 -100%
Parallel Advisors
361
Parallel Advisors
California
$58K – – –
AIA
362
Arcadia Investment Advisors
Idaho
$57.1K – – –
APC
363
Aspire Private Capital
North Carolina
$56K – – –
CWP
364
Concord Wealth Partners
Virginia
$56K – – –
DC
365
Darrow Company
Massachusetts
$50K +$55.5K +632 New
VNA
366
Valley National Advisers
Pennsylvania
$47K – – –
PTC
367
Private Trust Company
Ohio
$47K +$50.7K +578 New
VWM
368
Valley Wealth Managers
New Jersey
$47K +$51.6K +588 New
CMP
369
Coston McIsaac & Partners
Maine
$45K +$49.2K +560 New
Qube Research & Technologies (QRT)
370
Qube Research & Technologies (QRT)
United Kingdom
$44K +$23.1K +263 +94%
WAM
371
Worth Asset Management
Texas
$42K -$32.9K -375 -42%
Aptus Capital Advisors
372
Aptus Capital Advisors
Alabama
$42K – – –
GWANC
373
Guardian Wealth Advisors (North Carolina)
North Carolina
$42K +$46.2K +526 New
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$39K – – –
CoreCap Advisors
375
CoreCap Advisors
Michigan
$39K +$42K +478 New