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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KTC
426
Kistler-Tiffany Companies
Pennsylvania
$21K
Simplex Trading
427
Simplex Trading
Illinois
$18K +$17.8K +173 New
CAM
428
Costello Asset Management
Pennsylvania
$16K +$2.06K +20 +15%
SFPG
429
Stonebridge Financial Planning Group
Florida
$15K
IF
430
Integrity Financial
Wyoming
$15K +$14.6K +142 New
FP
431
Financial Perspectives
Minnesota
$14.6K
PP
432
Pacifica Partners
Canada
$14K
FFC
433
Fure Financial Corporation
Minnesota
$12K
CQS
434
Credential Qtrade Securities
$11.7K +$11.3K +110 New
Koshinski Asset Management
435
Koshinski Asset Management
Illinois
$10.8K
NFSG
436
Newbridge Financial Services Group
Florida
$10K +$9.56K +93 New
CWA
437
Clearview Wealth Advisors
Oregon
$7K +$2.06K +20 +48%
MS
438
Mizuho Securities
Japan
$6K +$308 +3 +5%
EW
439
Evoke Wealth
California
$5K
HCP
440
Hexagon Capital Partners
Arkansas
$4K
LS
441
Leelyn Smith
Illinois
$3K +$2.88K +28 New
GIA
442
Goodwin Investment Advisory
Georgia
$2K +$1.23K +12 +150%
WIM
443
Westside Investment Management
California
$1.3K -$30.8K -300 -2%
PMFA
444
Plante Moran Financial Advisors
Michigan
$1K
National Bank of Canada
445
National Bank of Canada
Quebec, Canada
$1K +$514 +5 New
SFM
446
Signet Financial Management
New Jersey
$1K +$1.13K +11 New
SC
447
Stephens Consulting
Michigan
$212 +$206 +2 New
HT
448
HAP Trading
New York
-$3.83M -39,956 Closed
LNWTC
449
Laird Norton Wetherby Trust Company
Washington
-$2.6M -27,064 Closed
SIM
450
Seaview Investment Managers
Florida
-$1.67M -17,434 Closed