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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Abound Wealth Management
Tennessee
$1.07K – – –
LWP
427
Laurel Wealth Planning
Minnesota
$906 – – –
PMFA
428
Plante Moran Financial Advisors
Michigan
$823 -$21.2K -257 -96%
WIM
429
Westside Investment Management
California
$820 +$165 +2 +0%
BCMLT
430
Beacon Capital Management LLC (Tennessee)
Tennessee
$329 +$247 +3 +300%
GI
431
Gradient Investments
Minnesota
$165 +$165 +2 New
HPWM
432
Highland Private Wealth Management
Washington
– -$2.36M -31,130 Closed
Members Trust
433
Members Trust
Florida
– -$628K -8,270 Closed
RIA
434
Regal Investment Advisors
Michigan
– -$468K -6,170 Closed
KLI
435
Kelman-Lazarov Inc
Tennessee
– -$248K -3,267 Closed
CW
436
CreativeOne Wealth
Kansas
– -$245K -3,233 Closed
AWA
437
Archvest Wealth Advisors
California
– -$236K -3,110 Closed
PWM
438
Perigon Wealth Management
California
– -$228K -3,002 Closed
MA
439
MUFG Americas
New York
– -$206K -2,720 Closed
GWSG
440
GPS Wealth Strategies Group
Colorado
– -$89K -1,170 Closed
MCM
441
Manchester Capital Management
Vermont
– -$81K -1,068 Closed
AJ
442
Ashburton (Jersey)
Jersey
– -$72K -951 Closed
APC
443
Aspire Private Capital
North Carolina
– -$53K -693 Closed
MS
444
Mizuho Securities
Japan
– -$37K -490 Closed
GIA
445
Goodwin Investment Advisory
Georgia
– -$25K -329 Closed
CAAS
446
Capital Asset Advisory Services
Michigan
– -$20K -260 Closed
OPW
447
Oxler Private Wealth
New York
– -$19.2K -200 Closed
EW
448
Evoke Wealth
California
– -$13K -175 Closed
WAM
449
Worth Asset Management
Texas
– -$8K -100 Closed