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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
401
Financial Insights
Washington
$256K
SWM
402
SigFig Wealth Management
California
$255K -$33.8K -245 -12%
RWM
403
Refined Wealth Management
Utah
$252K -$2.9K -21 -1%
PFA
404
Pathway Financial Advisors
Vermont
$250K +$244K +1,765 New
DC
405
Davenport & Co
Virginia
$247K
BIG
406
Boothe Investment Group
Delaware
$246K
UCFA
407
United Capital Financial Advisors
Texas
$246K +$243K +1,763 New
PCM
408
Pointe Capital Management
Michigan
$244K
SC
409
Savant Capital
Illinois
$243K -$223K -1,613 -48%
SF
410
Summit Financial
New Jersey
$243K +$552 +4 +0.2%
PI
411
Pachira Investments
California
$243K +$241K +1,742 New
AO
412
Advisor OS
Illinois
$239K +$414 +3 +0.2%
HA
413
Harfst & Associates
Wyoming
$238K -$13.8K -100 -6%
PWM
414
Parkshore Wealth Management
California
$237K +$552 +4 +0.2%
UBS AM
415
UBS AM
Illinois
$237K +$235K +1,699 New
ACP
416
Argyle Capital Partners
California
$236K
VHAM
417
Van Hulzen Asset Management
California
$236K -$1.38K -10 -0.6%
SG
418
Stanich Group
New York
$235K +$552 +4 +0.2%
MA
419
MJP Associates
Connecticut
$235K +$414 +3 +0.2%
FM
420
Family Management
New York
$235K
ES
421
Eagle Strategies
New York
$235K -$12.7K -92 -5%
EW
422
Evoke Wealth
California
$235K +$233K +1,685 New
PIA
423
Perennial Investment Advisors
California
$232K +$552 +4 +0.2%
JSW
424
Journey Strategic Wealth
New Jersey
$231K -$37.8K -274 -14%
HPM
425
Hoxton Planning & Management
West Virginia
$225K