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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAIM
351
Catherine Avery Investment Management
Florida
$347K
AIC
352
Allodium Investment Consultants
Minnesota
$347K -$139K -1,006 -29%
SF
353
SWP Financial
California
$346K -$13.9K -101 -4%
DWT
354
Dorsey & Whitney Trust
South Dakota
$342K
ACA
355
AllStreet Capital Advisors
California
$340K +$337K +2,442 New
PWMAG
356
Pinnacle Wealth Management Advisory Group
New Jersey
$333K -$967 -7 -0.3%
FPW
357
Flagship Private Wealth
Massachusetts
$330K +$828 +6 +0.3%
BHWM
358
Bar Harbor Wealth Management
New Hampshire
$329K +$2.62K +19 +0.8%
GBT
359
Grove Bank & Trust
Florida
$324K
DT
360
Diversified Trust
Tennessee
$324K
BRIA
361
Balanced Rock Investment Advisors
Massachusetts
$321K -$16.2K -117 -5%
KSB
362
Kennebec Savings Bank
Maine
$321K +$75.4K +546 +31%
WLIM
363
White Lighthouse Investment Management
Massachusetts
$321K
PAI
364
Pittenger & Anderson Inc
Nebraska
$320K +$48.7K +353 +18%
S
365
SignatureFD
Georgia
$317K
FFN
366
Focus Financial Network
Minnesota
$317K -$5.11K -37 -2%
CWA
367
Consilio Wealth Advisors
Washington
$313K +$8.84K +64 +3%
PGAM
368
Princeton Global Asset Management
New Jersey
$312K
First Manhattan
369
First Manhattan
New York
$312K
WFS
370
WealthGarden F.S.
California
$312K
VA
371
VestGen Advisors
Illinois
$310K -$1.15M -8,342 -79%
FCIM
372
Fairview Capital Investment Management
California
$309K -$41.4K -300 -12%
FWM
373
Forza Wealth Management
Florida
$305K
LIM
374
Leavell Investment Management
Alabama
$300K
AWP
375
Axis Wealth Partners
Rhode Island
$296K +$690 +5 +0.2%