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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
351
CreativeOne Wealth
Kansas
$207K +$196K +2,210 New
KA
352
Klingman & Associates
New York
$205K +$195K +2,194 New
SWM
353
Spire Wealth Management
Virginia
$203K
LWA
354
LWS Wealth Advisors
New Jersey
$203K -$19.9K -224 -9%
AWA
355
Arkadios Wealth Advisors
Georgia
$203K +$192K +2,164 New
CIS
356
Continental Investors Services
Washington
$202K +$188K +2,118 New
LIM
357
Leavell Investment Management
Alabama
$201K +$191K +2,150 New
AWM
358
AllSquare Wealth Management
New York
$196K
ATC
359
Adirondack Trust Company
New York
$194K
BIA
360
Bell Investment Advisors
California
$190K -$92.5K -1,041 -34%
SS
361
Sunbelt Securities
Texas
$190K -$10.6K -119 -6%
PWMA
362
Pension & Wealth Management Advisors
Massachusetts
$190K
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$180K -$83.3K -938 -33%
GWM
364
Geneos Wealth Management
Colorado
$174K
BCPWM
365
Bradley & Co Private Wealth Management
Florida
$169K
FM
366
Family Management
New York
$136K
PAI
367
Pittenger & Anderson Inc
Nebraska
$129K
CIAS
368
Capital Investment Advisory Services
North Carolina
$123K +$266 +3 +0.2%
AF
369
Advisornet Financial
Minnesota
$111K +$1.16K +13 +1%
GWSG
370
GPS Wealth Strategies Group
Colorado
$110K
PWMG
371
Prestige Wealth Management Group
New Jersey
$106K
AIA
372
Arcadia Investment Advisors
Idaho
$106K
FWP
373
FAS Wealth Partners
Kansas
$104K +$266 +3 +0.3%
GEA
374
Glen Eagle Advisors
New Jersey
$99.3K +$2.49K +28 +3%
CWM
375
Cranbrook Wealth Management
Michigan
$97.9K +$89 +1 +0.1%