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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
401
Stanich Group
New York
$214K -$38.3K -325 -16%
FM
402
Family Management
New York
$214K
MA
403
MJP Associates
Connecticut
$213K -$65.6K -556 -25%
LA
404
LexAurum Advisors
Kansas
$213K -$16.3K -138 -8%
PIA
405
Perennial Investment Advisors
California
$211K +$196K +1,664 New
PGAM
406
Princeton Global Asset Management
New Jersey
$211K +$196K +1,662 New
SS
407
Sunbelt Securities
Texas
$208K +$194K +1,649 +2,537%
SF
408
Summit Financial
New Jersey
$207K +$192K +1,632 New
Bank of New York Mellon
409
Bank of New York Mellon
New York
$205K +$190K +1,614 New
HPM
410
Hoxton Planning & Management
West Virginia
$204K +$190K +1,612 New
RIS
411
Retirement Income Solutions
Michigan
$204K +$189K +1,607 New
BFO
412
Boston Family Office
Massachusetts
$203K +$189K +1,600 New
LAMC
413
Longview Asset Management (California)
California
$175K
FCG
414
Financial Connections Group
California
$171K
LFASL
415
Lugano Financial Advisors SA (LFA)
Switzerland
$170K -$5.48M -46,503 -97%
SWM
416
Spire Wealth Management
Virginia
$165K -$63.4K -538 -29%
GWSG
417
GPS Wealth Strategies Group
Colorado
$161K -$8.61K -73 -5%
GEA
418
Glen Eagle Advisors
New Jersey
$145K -$3.3K -28 -2%
FDCP
419
Foster Dykema Cabot & Partners
Massachusetts
$144K
SS
420
SBI Securities
Japan
$138K -$22.4K -190 -15%
AIA
421
Arcadia Investment Advisors
Idaho
$124K +$707 +6 +0.6%
OWA
422
Opal Wealth Advisors
New York
$116K +$825 +7 +0.8%
AAS
423
Ameritas Advisory Services
Nebraska
$111K -$935K -7,931 -90%
CIAS
424
Capital Investment Advisory Services
North Carolina
$110K -$38.7K -328 -27%
FWA
425
Flagship Wealth Advisors
Massachusetts
$110K -$37.6K -319 -27%