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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
401
Davenport & Co
Virginia
$274K
PCM
402
Pointe Capital Management
Michigan
$270K
LOWM
403
Laurel Oak Wealth Management
New Jersey
$269K
AO
404
Advisor OS
Illinois
$268K +$443 +3 +0.2%
ES
405
Eagle Strategies
New York
$268K
HA
406
Harfst & Associates
Wyoming
$264K
First Manhattan
407
First Manhattan
New York
$262K -$79.4K -538 -24%
VHAM
408
Van Hulzen Asset Management
California
$262K
MA
409
MJP Associates
Connecticut
$261K +$443 +3 +0.2%
PWM
410
Parkshore Wealth Management
California
$260K
LA
411
LexAurum Advisors
Kansas
$255K -$4.28K -29 -2%
PIA
412
Perennial Investment Advisors
California
$253K -$4.28K -29 -2%
AllianceBernstein
413
AllianceBernstein
Tennessee
$251K
BFO
414
Boston Family Office
Massachusetts
$247K
MWM
415
Maimon Wealth Management
Israel
$245K
MCWS
416
McKinley Carter Wealth Services
West Virginia
$243K
HTIM
417
Harbour Trust & Investment Management
Indiana
$243K +$1.48K +10 +0.6%
HAP
418
Harbor Asset Planning
Massachusetts
$241K +$443 +3 +0.2%
SF
419
Summit Financial
New Jersey
$240K -$27.3K -185 -11%
TL
420
Tradewinds LLC
North Carolina
$240K +$607K +4,113 New
BSSFA
421
Baron Silver Stevens Financial Advisors
Florida
$239K
MF
422
Montis Financial
Massachusetts
$239K
AG
423
AlTi Global
New York
$238K
BST
424
Bath Savings Trust
Maine
$231K +$221K +1,500 New
SCA
425
Sulzberger Capital Advisors
Florida
$231K +$221K +1,500 New