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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BST
426
Bath Savings Trust
Maine
$231K +$221K +1,500 New
SCA
427
Sulzberger Capital Advisors
Florida
$231K +$221K +1,500 New
PFA
428
Portland Financial Advisors
New York
$231K +$221K +1,495 New
TIC
429
TriCert Investment Counsel
$228K +$219K +1,480 New
SS
430
SBI Securities
Japan
$228K -$5.61K -38 -3%
PCM
431
Pennsylvania Capital Management
Pennsylvania
$226K +$216K +1,464 New
VPW
432
Vericrest Private Wealth
Pennsylvania
$223K +$214K +1,447 New
BIG
433
Boothe Investment Group
Delaware
$223K -$26.7K -181 -11%
PA
434
PFG Advisors
Arizona
$222K +$213K +1,440 New
DI
435
DDFG Inc
California
$217K +$207K +1,405 New
TFS
436
Thoroughbred Financial Services
Tennessee
$216K +$207K +1,405 New
WLIM
437
White Lighthouse Investment Management
Massachusetts
$213K +$204K +1,379 New
PCIA
438
Prime Capital Investment Advisors
Kansas
$213K +$203K +1,378 New
RIS
439
Retirement Income Solutions
Michigan
$212K – – –
SWIG
440
Strategic Wealth Investment Group
Kentucky
$212K +$203K +1,374 New
PIA
441
Panoramic Investment Advisors
Colorado
$212K +$203K +1,373 New
EA
442
Everpar Advisors
Oklahoma
$211K +$202K +1,370 New
LFASL
443
Lugano Financial Advisors SA (LFA)
Switzerland
$207K – – –
Vanguard Advisers Inc
444
Vanguard Advisers Inc
Pennsylvania
$202K +$1.92K +13 +1%
SWM
445
Spire Wealth Management
Virginia
$201K – – –
BBL
446
Beck Bode LLC
Massachusetts
$201K +$193K +1,305 New
BTW
447
Boston Trust Walden
Massachusetts
$200K +$192K +1,297 New
LAMC
448
Longview Asset Management (California)
California
$193K -$7.83K -53 -4%
FWA
449
Flagship Wealth Advisors
Massachusetts
$182K +$58.5K +396 +51%
National Bank of Canada
450
National Bank of Canada
Quebec, Canada
$174K +$14.8K +100 +10%