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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Cranbrook Wealth Management
Michigan
$108K -$4.72K -40 -4%
HR
427
Howe & Rusling
New York
$108K
HCM
428
Hollencrest Capital Management
California
$107K +$99.4K +843 New
AUB
429
Atlantic Union Bankshares
Virginia
$105K +$98.1K +832 New
CT
430
Caldwell Trust
Florida
$101K
CA
431
Crewe Advisors
Utah
$94.3K
MEG
432
Millstone Evans Group
Colorado
$92.7K
ATC
433
Adirondack Trust Company
New York
$92.4K -$192K -1,625 -69%
PWMG
434
Prestige Wealth Management Group
New Jersey
$87K
AWM
435
AE Wealth Management
Kansas
$84.3K +$37K +314 +89%
CTA
436
Colonial Trust Advisors
South Carolina
$82.4K
IRC
437
Investors Research Corp
Georgia
$81.8K +$6.13K +52 +9%
EPIMS
438
Evelyn Partners Investment Management Services
$80.1K
FWP
439
FAS Wealth Partners
Kansas
$78.2K +$118 +1 +0.2%
VNA
440
Valley National Advisers
Pennsylvania
$71K
AssetMark Inc
441
AssetMark Inc
California
$69K +$3.18K +27 +5%
CWP
442
Concord Wealth Partners
Virginia
$68.4K +$63.7K +540 New
GWANC
443
Guardian Wealth Advisors (North Carolina)
North Carolina
$66.7K
WCM
444
Westend Capital Management
California
$63.8K
RPCA
445
Running Point Capital Advisors
California
$62.7K
PA
446
Parallel Advisors
California
$62.6K -$23.6K -200 -29%
CA
447
CoreCap Advisors
Michigan
$60.6K
SAM
448
Smartleaf Asset Management
Massachusetts
$58.7K -$5.66K -48 -9%
PTC
449
Private Trust Company
Ohio
$57.9K -$7.78K -66 -13%
DJSG
450
D.J. St. Germain
Massachusetts
$54.6K