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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Spire Wealth Management
Virginia
$190K +$11.2K +130 +6%
SS
352
Sunbelt Securities
Texas
$185K +$184K +2,145 New
PWMA
353
Pension & Wealth Management Advisors
Massachusetts
$178K
ATC
354
Adirondack Trust Company
New York
$175K +$2.06K +24 +1%
GWM
355
Geneos Wealth Management
Colorado
$163K -$8.59K -100 -5%
BCPWM
356
Bradley & Co Private Wealth Management
Florida
$158K
PCM
357
Pointe Capital Management
Michigan
$154K +$151K +1,752 New
VCM
358
Vigilant Capital Management
Maine
$134K +$131K +1,525 New
FM
359
Family Management
New York
$127K -$24.2K -282 -16%
PAI
360
Pittenger & Anderson Inc
Nebraska
$121K -$78.5K -913 -40%
CIAS
361
Capital Investment Advisory Services
North Carolina
$115K +$430 +5 +0.4%
GWSG
362
GPS Wealth Strategies Group
Colorado
$103K +$101K +1,170 New
AF
363
Advisornet Financial
Minnesota
$103K +$5.76K +67 +6%
PWMG
364
Prestige Wealth Management Group
New Jersey
$99.8K
AIA
365
Arcadia Investment Advisors
Idaho
$99.2K +$3.35K +39 +4%
IA
366
IFP Advisors
Florida
$97.8K -$38.9K -453 -34%
FWP
367
FAS Wealth Partners
Kansas
$97.5K +$344 +4 +0.4%
BFPW
368
BOK Financial Private Wealth
Colorado
$96.7K
RG
369
Retirement Group
California
$96K -$8.34K -97 -8%
Qube Research & Technologies (QRT)
370
Qube Research & Technologies (QRT)
United Kingdom
$94.5K +$61.9K +720 +202%
CWM
371
Cranbrook Wealth Management
Michigan
$91.7K -$27.9K -325 -24%
GEA
372
Glen Eagle Advisors
New Jersey
$90.6K
First Manhattan
373
First Manhattan
New York
$87.8K +$85.9K +1,000 New
CT
374
Caldwell Trust
Florida
$79K
AIP
375
Ahrens Investment Partners
Louisiana
$75.9K +$74.3K +865 New