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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$243K
GVCM
377
Global View Capital Management
Wisconsin
$241K -$150K -1,268 -40%
MCM
378
Mill Capital Management
North Carolina
$241K
PFPT
379
Pinnacle Financial Partners (Tennessee)
Tennessee
$241K
HA
380
Harfst & Associates
Wyoming
$240K
CP
381
Creekside Partners
California
$237K -$75.2K -638 -25%
HAP
382
Harbor Asset Planning
Massachusetts
$236K +$219K +1,859 New
HI
383
Harbour Investments
Wisconsin
$234K +$118 +1 +0.1%
FI
384
Financial Insights
Washington
$233K
RWM
385
Refined Wealth Management
Utah
$232K
EPP
386
ETF Portfolio Partners
Kansas
$231K +$215K +1,821 New
ES
387
Eagle Strategies
New York
$230K -$12.3K -104 -5%
BIG
388
Boothe Investment Group
Delaware
$229K +$213K +1,807 New
OC
389
Oppenheimer & Co
New York
$228K -$2.24K -19 -1%
BIA
390
Bell Investment Advisors
California
$226K +$103K +871 +95%
BSSFA
391
Baron Silver Stevens Financial Advisors
Florida
$225K
MCC
392
Money Concepts Capital
Florida
$223K +$118 +1 +0.1%
PCM
393
Pointe Capital Management
Michigan
$222K
AO
394
Advisor OS
Illinois
$217K -$65.6K -556 -25%
VHAM
395
Van Hulzen Asset Management
California
$216K +$201K +1,705 New
Renaissance Technologies
396
Renaissance Technologies
New York
$215K -$1.24M -10,500 -86%
ZF
397
Zhang Financial
Michigan
$215K -$631K -5,353 -76%
PWM
398
Parkshore Wealth Management
California
$215K +$200K +1,697 New
KSB
399
Kennebec Savings Bank
Maine
$215K -$53.3K -452 -21%
ACP
400
Argyle Capital Partners
California
$215K +$200K +1,696 New