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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
GLOBALT Investments
Georgia
$238K +$221K +2,368 New
FLPIM
352
F.L. Putnam Investment Management
Massachusetts
$236K
GBT
353
Grove Bank & Trust
Florida
$234K
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$233K +$37.3K +400 +21%
FCG
355
Financial Connections Group
California
$232K +$216K +2,313 New
PIA
356
Perennial Investment Advisors
California
$231K -$14.6K -156 -6%
WPWM
357
Western Pacific Wealth Management
Illinois
$231K
S
358
SignatureFD
Georgia
$229K
HA
359
Harfst & Associates
Wyoming
$228K
PWMG
360
Private Wealth Management Group
New Jersey
$227K +$211K +2,260 New
PFPT
361
Pinnacle Financial Partners (Tennessee)
Tennessee
$224K +$208K +2,230 New
AWM
362
AllSquare Wealth Management
New York
$222K
IWP
363
IAG Wealth Partners
Wisconsin
$221K -$28.9K -310 -12%
Bank of New York Mellon
364
Bank of New York Mellon
New York
$220K -$250K -2,683 -55%
LWA
365
LWS Wealth Advisors
New Jersey
$219K +$203K +2,181 New
AWA
366
Arkadios Wealth Advisors
Georgia
$218K +$202K +2,164 New
ATC
367
Adirondack Trust Company
New York
$217K +$5.22K +56 +3%
LIM
368
Leavell Investment Management
Alabama
$216K +$201K +2,150 New
BBA
369
Braun-Bostich & Associates
Pennsylvania
$213K +$198K +2,123 New
KFP
370
KMG Fiduciary Partners
Ohio
$211K +$196K +2,100 New
BHWM
371
Bar Harbor Wealth Management
New Hampshire
$208K +$193K +2,073 New
SWM
372
Spire Wealth Management
Virginia
$204K -$15.1K -162 -7%
CA
373
Cornerstone Advisory
Maryland
$202K +$188K +2,012 New
TW
374
Traveka Wealth
California
$201K +$187K +2,000 New
PWMA
375
Pension & Wealth Management Advisors
Massachusetts
$192K -$11.1K -119 -6%