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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
401
Family Management
New York
$277K – – –
SG
402
Stanich Group
New York
$277K +$14.6K +99 +6%
DC
403
Davenport & Co
Virginia
$274K – – –
PCM
404
Pointe Capital Management
Michigan
$270K – – –
LOWM
405
Laurel Oak Wealth Management
New Jersey
$269K – – –
AO
406
Advisor OS
Illinois
$268K +$443 +3 +0.2%
ES
407
Eagle Strategies
New York
$268K – – –
HA
408
Harfst & Associates
Wyoming
$264K – – –
First Manhattan
409
First Manhattan
New York
$262K -$79.4K -538 -24%
VHAM
410
Van Hulzen Asset Management
California
$262K – – –
MA
411
MJP Associates
Connecticut
$261K +$443 +3 +0.2%
PWM
412
Parkshore Wealth Management
California
$260K – – –
LA
413
LexAurum Advisors
Kansas
$255K -$4.28K -29 -2%
PIA
414
Perennial Investment Advisors
California
$253K -$4.28K -29 -2%
AllianceBernstein
415
AllianceBernstein
Tennessee
$251K – – –
BFO
416
Boston Family Office
Massachusetts
$247K – – –
MWM
417
Maimon Wealth Management
Israel
$245K – – –
MCWS
418
McKinley Carter Wealth Services
West Virginia
$243K – – –
HTIM
419
Harbour Trust & Investment Management
Indiana
$243K +$1.48K +10 +0.6%
HAP
420
Harbor Asset Planning
Massachusetts
$241K +$443 +3 +0.2%
SF
421
Summit Financial
New Jersey
$240K -$27.3K -185 -11%
TL
422
Tradewinds LLC
North Carolina
$240K +$607K +4,113 New
BSSFA
423
Baron Silver Stevens Financial Advisors
Florida
$239K – – –
MF
424
Montis Financial
Massachusetts
$239K – – –
AG
425
AlTi Global
New York
$238K – – –