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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Private Trust Company
Ohio
$60.1K
AssetMark Inc
427
AssetMark Inc
California
$59.4K +$62.7K +517 New
SAM
428
Smartleaf Asset Management
Massachusetts
$58.7K +$62.3K +514 New
WCM
429
Westend Capital Management
California
$57.8K
RPCA
430
Running Point Capital Advisors
California
$56.9K
CA
431
CoreCap Advisors
Michigan
$54.9K
DJSG
432
D.J. St. Germain
Massachusetts
$49.5K
FRA
433
Front Row Advisors
California
$48.6K -$5.09K -42 -9%
NS
434
NBC Securities
Alabama
$47K +$49.7K +410 New
DFA
435
DHJJ Financial Advisors
Illinois
$44.8K
AWM
436
AE Wealth Management
Kansas
$40.3K -$1.59M -13,132 -97%
VWM
437
Valley Wealth Managers
New Jersey
$40.2K
LFG
438
Larson Financial Group
Missouri
$39.6K
EPAM
439
Evelyn Partners Asset Management
$38.5K
CMP
440
Coston McIsaac & Partners
Maine
$38K -$29.9K -247 -43%
WWM
441
Wolff Wiese Magana
California
$37.9K
CCM
442
Chilton Capital Management
Texas
$34.5K
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$32.3K
T
444
Transce3nd
Texas
$30K -$9.09K -75 -22%
IF
445
Integrity Financial
Wyoming
$27.4K -$8.49K -70 -23%
CI
446
CX Institutional
Indiana
$27K +$28.1K +232 New
WPA
447
Wealth Preservation Advisors
Tennessee
$23.9K +$25.2K +208 New
TSMHT
448
Thurston Springer Miller Herd & Titak
Indiana
$23.8K +$25.1K +207 New
PAIM
449
Punch & Associates Investment Management
Minnesota
$21.8K
HWA
450
Heritage Wealth Advisors
Virginia
$19K -$849 -7 -4%