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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
376
Retirement Group
California
$205K -$55.8K -543 -22%
MCWS
377
McKinley Carter Wealth Services
West Virginia
$205K +$198K +1,928 New
Fidelity Investments
378
Fidelity Investments
Massachusetts
$202K +$71.8K +699 +58%
MAC
379
Mason & Associates (California)
California
$202K +$195K +1,900 New
BCPWM
380
Bradley & Co Private Wealth Management
Florida
$191K
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K -$89.7K -873 -33%
MCC
382
Money Concepts Capital
Florida
$186K +$180K +1,754 New
CCM
383
Covington Capital Management
California
$168K +$18.8K +183 +13%
AIP
384
Ahrens Investment Partners
Louisiana
$165K +$160K +1,554 New
CWM
385
Cranbrook Wealth Management
Michigan
$145K +$206 +2 +0.1%
ATC
386
Adirondack Trust Company
New York
$143K +$15.4K +150 +13%
TC
387
TAP Consulting
Missouri
$135K +$130K +1,267 New
CT
388
Caldwell Trust
Florida
$125K
GWSG
389
GPS Wealth Strategies Group
Colorado
$124K
FWP
390
FAS Wealth Partners
Kansas
$116K -$60.6K -590 -35%
GEA
391
Glen Eagle Advisors
New Jersey
$107K +$925 +9 +0.9%
AJ
392
Ashburton (Jersey)
Jersey
$101K +$97.8K +951 New
WOSD
393
WFA of San Diego
California
$101K +$97.8K +951 New
AF
394
Advisornet Financial
Minnesota
$98K +$4.73K +46 +5%
RE
395
RBC Europe
United Kingdom
$94K -$2.06K -20 -2%
IA
396
IFP Advisors
Florida
$92K -$62.3K -606 -41%
GT
397
Glenmede Trust
Pennsylvania
$91K
HR
398
Howe & Rusling
New York
$90K
SSB
399
Sandy Spring Bank
Maryland
$88K +$85.3K +830 New
BWP
400
Baldwin Wealth Partners
Massachusetts
$77K -$1.54K -15 -2%