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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
351
WealthGarden F.S.
California
$282K +$1.3K +11 +0.5%
AWM
352
AllSquare Wealth Management
New York
$280K
AWP
353
Axis Wealth Partners
Rhode Island
$275K +$2.24K +19 +0.9%
CWA
354
Consilio Wealth Advisors
Washington
$274K +$257K +2,178 New
LIM
355
Leavell Investment Management
Alabama
$273K
Neuberger Berman Group
356
Neuberger Berman Group
New York
$270K +$12.4K +105 +5%
CAWM
357
Capital Advisors Wealth Management
Washington
$270K -$12.1K -103 -5%
PWMG
358
Private Wealth Management Group
New Jersey
$268K +$2.36K +20 +1%
CCFM
359
Clear Creek Financial Management
Washington
$265K
NB
360
NBT Bank
New York
$264K -$243K -2,058 -50%
PIA
361
Panoramic Investment Advisors
Colorado
$263K -$30.3K -257 -11%
FFC
362
Frederick Financial Consultants
Maryland
$263K
MFG
363
Magnus Financial Group
New York
$263K +$590 +5 +0.2%
IWP
364
IAG Wealth Partners
Wisconsin
$261K +$23.7K +201 +11%
PIM
365
Penobscot Investment Management
Massachusetts
$261K
DAS
366
Dynamic Advisor Solutions
Arizona
$259K +$118 +1 +0%
CA
367
Cornerstone Advisory
Maryland
$258K +$472 +4 +0.2%
ATPW
368
Ashton Thomas Private Wealth
Arizona
$258K
MAC
369
Mason & Associates (California)
California
$256K
HF
370
HRT Financial
New York
$256K +$239K +2,025 New
TW
371
Traveka Wealth
California
$254K
FWM
372
Forza Wealth Management
Florida
$252K +$235K +1,992 New
WTFG
373
Wood Tarver Financial Group
Idaho
$252K +$354 +3 +0.2%
GWM
374
Geneos Wealth Management
Colorado
$252K +$20K +170 +9%
PAI
375
Pittenger & Anderson Inc
Nebraska
$246K