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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
426
Retirement Income Solutions
Michigan
$224K -$37.8K -274 -15%
BSSFA
427
Baron Silver Stevens Financial Advisors
Florida
$223K -$14.4K -104 -6%
BFO
428
Boston Family Office
Massachusetts
$223K
MWM
429
Maimon Wealth Management
Israel
$222K +$220K +1,590 New
ZF
430
Zhang Financial
Michigan
$221K -$15.1K -109 -6%
AG
431
AlTi Global
New York
$221K
MCWS
432
McKinley Carter Wealth Services
West Virginia
$219K +$276 +2 +0.1%
PWM
433
Perigon Wealth Management
California
$219K +$217K +1,572 New
HTIM
434
Harbour Trust & Investment Management
Indiana
$218K
HAP
435
Harbor Asset Planning
Massachusetts
$217K +$690 +5 +0.3%
MF
436
Montis Financial
Massachusetts
$216K
MCC
437
Money Concepts Capital
Florida
$210K -$34.4K -249 -14%
BST
438
Bath Savings Trust
Maine
$209K
SCA
439
Sulzberger Capital Advisors
Florida
$209K
PFA
440
Portland Financial Advisors
New York
$208K -$2.07K -15 -1%
PIA
441
Panoramic Investment Advisors
Colorado
$207K -$4.14K -30 -2%
SS
442
SBI Securities
Japan
$207K -$4.42K -32 -2%
GI
443
GLOBALT Investments
Georgia
$206K -$1.52K -11 -0.7%
PCM
444
Pennsylvania Capital Management
Pennsylvania
$204K +$202K +1,464 New
BIA
445
Bell Investment Advisors
California
$203K -$138 -1 -0.1%
VPW
446
Vericrest Private Wealth
Pennsylvania
$202K +$200K +1,447 New
Bank of New York Mellon
447
Bank of New York Mellon
New York
$201K -$7.59K -55 -4%
FCG
448
Financial Connections Group
California
$188K
LFASL
449
Lugano Financial Advisors SA (LFA)
Switzerland
$187K
SWM
450
Spire Wealth Management
Virginia
$182K