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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
401
LexAurum Advisors
Kansas
$228K +$131 +1 +0.1%
PIA
402
Perennial Investment Advisors
California
$226K +$131 +1 +0.1%
HPM
403
Hoxton Planning & Management
West Virginia
$219K
BFO
404
Boston Family Office
Massachusetts
$217K
AG
405
AlTi Global
New York
$215K +$207K +1,588 New
MCWS
406
McKinley Carter Wealth Services
West Virginia
$213K +$205K +1,572 New
GA
407
Goldstein Advisors
Wisconsin
$213K +$205K +1,570 New
HTIM
408
Harbour Trust & Investment Management
Indiana
$212K +$204K +1,564 New
HAP
409
Harbor Asset Planning
Massachusetts
$211K -$40K -306 -16%
MF
410
Montis Financial
Massachusetts
$210K +$203K +1,551 New
PIA
411
Panoramic Investment Advisors
Colorado
$206K -$73.3K -561 -27%
SS
412
SBI Securities
Japan
$205K +$56K +429 +40%
PFA
413
Portland Financial Advisors
New York
$205K +$197K +1,510 New
BST
414
Bath Savings Trust
Maine
$203K +$196K +1,500 New
SCA
415
Sulzberger Capital Advisors
Florida
$203K +$196K +1,500 New
Bank of New York Mellon
416
Bank of New York Mellon
New York
$203K -$15K -115 -7%
GI
417
GLOBALT Investments
Georgia
$202K +$195K +1,492 New
BIA
418
Bell Investment Advisors
California
$198K -$42.7K -327 -18%
FCG
419
Financial Connections Group
California
$183K
LFASL
420
Lugano Financial Advisors SA (LFA)
Switzerland
$182K
LAMC
421
Longview Asset Management (California)
California
$182K -$5.88K -45 -3%
SWM
422
Spire Wealth Management
Virginia
$177K
GEA
423
Glen Eagle Advisors
New Jersey
$159K +$3.79K +29 +3%
FDCP
424
Foster Dykema Cabot & Partners
Massachusetts
$154K
GWSG
425
GPS Wealth Strategies Group
Colorado
$152K -$19.3K -148 -12%