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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
351
Balanced Rock Investment Advisors
Massachusetts
$304K -$971 -7 -0.3%
B
352
Birchbrook
Maine
$301K -$179K -1,289 -36%
S
353
SignatureFD
Georgia
$301K
PGAM
354
Princeton Global Asset Management
New Jersey
$296K
First Manhattan
355
First Manhattan
New York
$296K
FFN
356
Focus Financial Network
Minnesota
$290K -$10.7K -77 -3%
WFS
357
WealthGarden F.S.
California
$290K
FWM
358
Forza Wealth Management
Florida
$290K
VA
359
VestGen Advisors
Illinois
$290K -$39.7K -286 -13%
BIG
360
Brooklyn Investment Group
New York
$288K +$16.9K +122 +6%
FCIM
361
Fairview Capital Investment Management
California
$287K -$6.93K -50 -2%
LIM
362
Leavell Investment Management
Alabama
$284K
FFC
363
Frederick Financial Consultants
Maryland
$274K
LI
364
LVZ Inc
Michigan
$273K -$136K -981 -32%
CA
365
Cornerstone Advisory
Maryland
$271K +$693 +5 +0.2%
PWM
366
Perigon Wealth Management
California
$270K +$65.3K +471 +30%
MFG
367
Magnus Financial Group
New York
$268K -$7.9K -57 -3%
DAS
368
Dynamic Advisor Solutions
Arizona
$267K
PWMG
369
Private Wealth Management Group
New Jersey
$266K
EPP
370
ETF Portfolio Partners
Kansas
$266K +$12.9K +93 +5%
AllianceBernstein
371
AllianceBernstein
Tennessee
$264K -$2.22K -16 -0.8%
WWM
372
WJ Wealth Management
Arizona
$264K -$97.1K -700 -26%
SFC
373
Strategic Financial Concepts
Texas
$264K
TW
374
Traveka Wealth
California
$264K
GWM
375
Geneos Wealth Management
Colorado
$263K +$971 +7 +0.4%