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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
Pacifica Partners
Canada
$11K – – –
FFC
402
Fure Financial Corporation
Minnesota
$11K +$2.63K +30 +26%
ASBI
403
American State Bank (Iowa)
Iowa
$10.2K +$2.28K +26 +26%
NFSG
404
Newbridge Financial Services Group
Florida
$8K – – –
MS
405
Mizuho Securities
Japan
$6K -$5.44K -62 -52%
CWA
406
Clearview Wealth Advisors
Oregon
$4K – – –
EW
407
Evoke Wealth
California
$4K – – –
National Bank of Canada
408
National Bank of Canada
Quebec, Canada
$4K +$3.42K +39 +780%
AW
409
ACG Wealth
Georgia
$4K +$4.57K +52 New
TSWM
410
Tyler-Stone Wealth Management
Ohio
$4K +$4.83K +55 New
HCP
411
Hexagon Capital Partners
Arkansas
$3K – – –
LS
412
Leelyn Smith
Illinois
$3K – – –
LWP
413
Laurel Wealth Planning
Minnesota
$1K – – –
PMFA
414
Plante Moran Financial Advisors
Michigan
$1K – – –
S
415
Surevest
California
$1K +$966 +11 New
WIM
416
Westside Investment Management
California
$789 -$65K -740 -7%
DP
417
Divergent Planning
Maryland
– -$12.4M -127,312 Closed
PG
418
Prostatis Group
Maryland
– -$4.41M -45,571 Closed
Flow Traders U.S.
419
Flow Traders U.S.
New York
– -$4.12M -42,552 Closed
AT
420
American Trust
Kentucky
– -$3.05M -31,461 Closed
Laird Norton Wetherby Trust Company
421
Laird Norton Wetherby Trust Company
Washington
– -$2.62M -27,064 Closed
ADL
422
Asset Dedication LLC
California
– -$1.83M -18,889 Closed
Axxcess Wealth Management
423
Axxcess Wealth Management
California
– -$1.39M -14,314 Closed
GWA
424
GGM Wealth Advisors
Maryland
– -$1.09M -11,490 Closed
FANJ
425
Financial Architects (New Jersey)
New Jersey
– -$571K -5,900 Closed