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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
351
Consilio Wealth Advisors
Washington
$296K +$914 +7 +0.3%
LIM
352
Leavell Investment Management
Alabama
$292K
AWP
353
Axis Wealth Partners
Rhode Island
$287K -$7.18K -55 -3%
Neuberger Berman Group
354
Neuberger Berman Group
New York
$285K -$3.92K -30 -1%
MFG
355
Magnus Financial Group
New York
$282K +$653 +5 +0.2%
FFC
356
Frederick Financial Consultants
Maryland
$281K
SWM
357
SigFig Wealth Management
California
$281K -$44.1K -338 -14%
PIM
358
Penobscot Investment Management
Massachusetts
$279K
DAS
359
Dynamic Advisor Solutions
Arizona
$278K
CA
360
Cornerstone Advisory
Maryland
$277K +$653 +5 +0.2%
IWP
361
IAG Wealth Partners
Wisconsin
$276K -$3.13K -24 -1%
AWM
362
Affinity Wealth Management
Delaware
$275K -$180K -1,380 -41%
CAWM
363
Capital Advisors Wealth Management
Washington
$275K -$13.5K -103 -5%
MAC
364
Mason & Associates (California)
California
$274K
PWMG
365
Private Wealth Management Group
New Jersey
$274K -$12.4K -95 -4%
TW
366
Traveka Wealth
California
$271K
GWM
367
Geneos Wealth Management
Colorado
$269K
PAI
368
Pittenger & Anderson Inc
Nebraska
$263K
JSW
369
Journey Strategic Wealth
New Jersey
$262K -$1.01M -7,713 -80%
AQR Capital Management
370
AQR Capital Management
Connecticut
$262K +$252K +1,928 New
JWA
371
JFS Wealth Advisors
Pennsylvania
$260K
CIM
372
Cambria Investment Management
California
$258K +$249K +1,904 New
EF
373
Empowered Funds
Pennsylvania
$258K +$249K +1,904 New
MCM
374
Mill Capital Management
North Carolina
$258K
EPP
375
ETF Portfolio Partners
Kansas
$256K +$8.49K +65 +4%