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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
351
Capital Investment Advisory Services
North Carolina
$118K +$188 +2 +0.2%
BIA
352
Bell Investment Advisors
California
$107K -$79.3K -843 -41%
AF
353
Advisornet Financial
Minnesota
$106K
AIA
354
Arcadia Investment Advisors
Idaho
$102K
FWP
355
FAS Wealth Partners
Kansas
$100K
GEA
356
Glen Eagle Advisors
New Jersey
$97.3K +$1.88K +20 +2%
PWMG
357
Prestige Wealth Management Group
New Jersey
$96.4K -$6.68K -71 -6%
CWM
358
Cranbrook Wealth Management
Michigan
$94.1K
RG
359
Retirement Group
California
$93.6K
HR
360
Howe & Rusling
New York
$76.5K
SSB
361
Sandy Spring Bank
Maryland
$75.4K
CA
362
Crewe Advisors
Utah
$73K
CT
363
Caldwell Trust
Florida
$72K -$9.41K -100 -11%
PA
364
Parallel Advisors
California
$66K
BWP
365
Baldwin Wealth Partners
Massachusetts
$65.2K
CWP
366
Concord Wealth Partners
Virginia
$63K
RIA
367
Realta Investment Advisors
Delaware
$62.3K
GWSG
368
GPS Wealth Strategies Group
Colorado
$60.3K -$47.1K -500 -43%
CTA
369
Colonial Trust Advisors
South Carolina
$58.5K
SPWM
370
Spartan Planning & Wealth Management
North Carolina
$56.5K +$59.1K +628 New
FIA
371
FNY Investment Advisers
New York
$53K +$56.5K +600 New
CMP
372
Coston McIsaac & Partners
Maine
$51K
VNA
373
Valley National Advisers
Pennsylvania
$51K
FFA
374
Farther Finance Advisors
California
$49.1K
First Manhattan
375
First Manhattan
New York
$48.4K +$50.6K +538 New