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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
426
Caldwell Sutter Capital
California
$2.06K +$1.95K +22 New
AWM
427
Abound Wealth Management
Tennessee
$1.22K – – –
AFS
428
Annapolis Financial Services
Maryland
$937 – – –
PMFA
429
Plante Moran Financial Advisors
Michigan
$936 – – –
RDFA
430
Ritter Daniher Financial Advisory
Ohio
$843 +$799 +9 New
IFP Advisors
431
IFP Advisors
Florida
$375 -$76.2K -858 -100%
BCMLT
432
Beacon Capital Management LLC (Tennessee)
Tennessee
$375 – – –
Gradient Investments
433
Gradient Investments
Minnesota
$189 – – –
Mirae Asset Global Investments
434
Mirae Asset Global Investments
South Korea
– -$32.9M -377,600 Closed
BHB
435
Bank Hapoalim BM
Israel
– -$10.9M -124,000 Closed
BRWA
436
B. Riley Wealth Advisors
Florida
– -$8.86M -100,981 Closed
IFAM
437
Institutional & Family Asset Management
Colorado
– -$1.28M -14,605 Closed
MCC
438
Money Concepts Capital
Florida
– -$466K -12,287 Closed
MGO One Seven
439
MGO One Seven
Ohio
– -$862K -9,820 Closed
Ameritas Advisory Services
440
Ameritas Advisory Services
Nebraska
– -$758K -8,669 Closed
Belpointe Asset Management
441
Belpointe Asset Management
Nevada
– -$447K -5,094 Closed
PWA
442
Providence Wealth Advisors
Illinois
– -$404K -4,618 Closed
SA
443
SL Advisors
New Jersey
– -$290K -3,305 Closed
MC
444
Moors & Cabot
Massachusetts
– -$241K -2,750 Closed
Obermeyer Wealth Partners
445
Obermeyer Wealth Partners
Colorado
– -$241K -2,750 Closed
TSS
446
Two Sigma Securities
New York
– -$206K -2,343 Closed
PCM
447
Pointe Capital Management
Michigan
– -$154K -1,752 Closed
BFPW
448
BOK Financial Private Wealth
Colorado
– -$96.7K -1,102 Closed
First Manhattan
449
First Manhattan
New York
– -$87.8K -1,000 Closed
MFAM
450
M Financial Asset Management
Oregon
– -$30K -344 Closed