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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
376
Refined Wealth Management
Utah
$221K
BSSFA
377
Baron Silver Stevens Financial Advisors
Florida
$219K
WFS
378
WealthGarden F.S.
California
$218K
LA
379
LexAurum Advisors
Kansas
$218K -$85K -737 -29%
OC
380
Oppenheimer & Co
New York
$217K
Mirae Asset Global Investments
381
Mirae Asset Global Investments
South Korea
$216K +$173K +1,500 +500%
MCC
382
Money Concepts Capital
Florida
$215K +$206K +1,789 New
PCM
383
Pointe Capital Management
Michigan
$211K +$202K +1,752 New
TWA
384
Talisman Wealth Advisors
New Jersey
$211K +$203K +1,758 New
KLI
385
Kelman-Lazarov Inc
Tennessee
$209K -$61.3K -531 -23%
FT
386
Fiduciary Trust
Massachusetts
$209K +$200K +1,735 New
SS
387
Sunbelt Securities
Texas
$207K -$2.42K -21 -1%
CWA
388
Consilio Wealth Advisors
Washington
$204K +$196K +1,696 New
HI
389
Harbour Investments
Wisconsin
$191K -$770K -6,675 -81%
FFA
390
Founders Financial Alliance
North Carolina
$188K
TRCT
391
Tower Research Capital (TRC)
New York
$179K -$549K -4,762 -76%
FM
392
Family Management
New York
$174K
GWSG
393
GPS Wealth Strategies Group
Colorado
$165K -$21.5K -186 -12%
CIAS
394
Capital Investment Advisory Services
North Carolina
$144K -$3.23K -28 -2%
GEA
395
Glen Eagle Advisors
New Jersey
$138K +$3K +26 +2%
FDCP
396
Foster Dykema Cabot & Partners
Massachusetts
$137K +$115K +1,000 +735%
AIA
397
Arcadia Investment Advisors
Idaho
$126K -$9.23K -80 -7%
CWM
398
Cranbrook Wealth Management
Michigan
$118K +$115 +1 +0.1%
BIA
399
Bell Investment Advisors
California
$112K -$15K -130 -12%
PWMG
400
Prestige Wealth Management Group
New Jersey
$106K