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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
376
Financial Insights
Washington
$207K
RWM
377
Refined Wealth Management
Utah
$206K
BSSFA
378
Baron Silver Stevens Financial Advisors
Florida
$205K -$13K -120 -6%
WFS
379
WealthGarden F.S.
California
$204K +$197K +1,815 New
OC
380
Oppenheimer & Co
New York
$202K +$195K +1,800 New
TSS
381
Two Sigma Securities
New York
$200K +$193K +1,783 New
SS
382
Sunbelt Securities
Texas
$195K -$2.17K -20 -1%
FFA
383
Founders Financial Alliance
North Carolina
$175K
GWSG
384
GPS Wealth Strategies Group
Colorado
$175K +$96.4K +889 +133%
FM
385
Family Management
New York
$163K
Qube Research & Technologies (QRT)
386
Qube Research & Technologies (QRT)
United Kingdom
$155K -$73.7K -680 -33%
CFD
387
Creative Financial Designs
Indiana
$141K -$10.2K -94 -7%
CIAS
388
Capital Investment Advisory Services
North Carolina
$137K +$1.19K +11 +0.9%
AIA
389
Arcadia Investment Advisors
Idaho
$127K
GEA
390
Glen Eagle Advisors
New Jersey
$126K +$1.3K +12 +1%
BIA
391
Bell Investment Advisors
California
$119K -$434 -4 -0.4%
CWM
392
Cranbrook Wealth Management
Michigan
$110K -$7.91K -73 -7%
PWMG
393
Prestige Wealth Management Group
New Jersey
$98.5K -$3.9K -36 -4%
HR
394
Howe & Rusling
New York
$95.5K
SSB
395
Sandy Spring Bank
Maryland
$93.3K -$867 -8 -1%
FWP
396
FAS Wealth Partners
Kansas
$90.9K +$217 +2 +0.2%
CT
397
Caldwell Trust
Florida
$89.9K
CA
398
Crewe Advisors
Utah
$88.7K
BWP
399
Baldwin Wealth Partners
Massachusetts
$81.5K
PA
400
Parallel Advisors
California
$78K -$2.17K -20 -3%