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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
376
Costello Asset Management
Pennsylvania
$13K +$13.3K +135 New
FFC
377
Fure Financial Corporation
Minnesota
$11K +$11.5K +116 New
Clearstead Advisors
378
Clearstead Advisors
Ohio
$10K – – –
Koshinski Asset Management
379
Koshinski Asset Management
Illinois
$9.8K +$10.1K +102 New
D'Orazio & Associates
380
D'Orazio & Associates
Virginia
$8K – – –
MS
381
Mizuho Securities
Japan
$5K -$296 -3 -5%
Jacobi Capital Management
382
Jacobi Capital Management
Pennsylvania
$5K +$4.94K +50 New
CWA
383
Clearview Wealth Advisors
Oregon
$4K -$988 -10 -19%
EW
384
Evoke Wealth
California
$4K – – –
Hexagon Capital Partners
385
Hexagon Capital Partners
Arkansas
$3K – – –
Westside Investment Management
386
Westside Investment Management
California
$1.2K -$84.2K -852 -6%
Global Retirement Partners
387
Global Retirement Partners
California
$1K – – –
Plante Moran Financial Advisors
388
Plante Moran Financial Advisors
Michigan
$1K – – –
GIA
389
Goodwin Investment Advisory
Georgia
$1K +$790 +8 New
AE Wealth Management
390
AE Wealth Management
Kansas
– -$12.1M -126,544 Closed
Tiedemann Advisors
391
Tiedemann Advisors
New York
– -$1.22M -12,768 Closed
JWCA
392
J.W. Cole Advisors
Florida
– -$1.09M -11,437 Closed
Arax Advisory Partners
393
Arax Advisory Partners
Colorado
– -$623K -6,525 Closed
Walkner Condon Financial Advisors
394
Walkner Condon Financial Advisors
Wisconsin
– -$528K -5,522 Closed
Radnor Capital Management
395
Radnor Capital Management
Pennsylvania
– -$334K -3,492 Closed
Haverford Trust Company
396
Haverford Trust Company
Pennsylvania
– -$265K -2,775 Closed
IHT Wealth Management
397
IHT Wealth Management
Illinois
– -$257K -2,687 Closed
FPW
398
Flagship Private Wealth
Massachusetts
– -$130K -1,339 Closed
Gemmer Asset Management
399
Gemmer Asset Management
California
– -$110K -1,147 Closed
LAS
400
Lloyd Advisory Services
Georgia
– -$99K -1,041 Closed