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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
426
Rathbones Group
United Kingdom
– -$1.31M -14,000 Closed
Rockefeller Capital Management
427
Rockefeller Capital Management
New York
– -$561K -5,988 Closed
MG
428
Mather Group
Illinois
– -$466K -4,977 Closed
AWM
429
Accurate Wealth Management
Florida
– -$473K -4,961 Closed
BFS
430
Bard Financial Services
Connecticut
– -$421K -4,500 Closed
AWA
431
Arete Wealth Advisors
Illinois
– -$343K -3,659 Closed
MKA
432
M. Kulyk & Associates
Georgia
– -$299K -3,195 Closed
OC
433
Oppenheimer & Co
New York
– -$286K -3,050 Closed
MCM
434
Mill Capital Management
North Carolina
– -$232K -2,475 Closed
FCG
435
Financial Connections Group
California
– -$216K -2,313 Closed
BSSFA
436
Baron Silver Stevens Financial Advisors
Florida
– -$211K -2,256 Closed
LF
437
Lantz Financial
Illinois
– -$208K -2,218 Closed
CW
438
CreativeOne Wealth
Kansas
– -$207K -2,210 Closed
LWA
439
LWS Wealth Advisors
New Jersey
– -$203K -2,173 Closed
AWA
440
Arkadios Wealth Advisors
Georgia
– -$203K -2,164 Closed
LIM
441
Leavell Investment Management
Alabama
– -$201K -2,150 Closed
CIS
442
Continental Investors Services
Washington
– -$202K -2,118 Closed
CWA
443
Clearview Wealth Advisors
Oregon
– -$4.87K -52 Closed
AFS
444
Annapolis Financial Services
Maryland
– -$937 -10 Closed
RDFA
445
Ritter Daniher Financial Advisory
Ohio
– -$843 -9 Closed