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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Whittier Trust
California
$155K
FDCP
452
Foster Dykema Cabot & Partners
Massachusetts
$154K
AIA
453
Arcadia Investment Advisors
Idaho
$151K +$443 +3 +0.3%
IRC
454
Investors Research Corp
Georgia
$145K +$3.25K +22 +2%
GI
455
GAMMA Investing
California
$136K
HR
456
Howe & Rusling
New York
$131K
EA
457
Evolution Advisers
Virginia
$129K +$124K +842 New
AUB
458
Atlantic Union Bankshares
Virginia
$128K
GEA
459
Glen Eagle Advisors
New Jersey
$123K -$8.86K -60 -7%
CT
460
Caldwell Trust
Florida
$123K
CIAS
461
Capital Investment Advisory Services
North Carolina
$120K
CA
462
Crewe Advisors
Utah
$115K
MEG
463
Millstone Evans Group
Colorado
$113K
PWMG
464
Prestige Wealth Management Group
New Jersey
$108K
JFG
465
JDM Financial Group
Texas
$107K
CTA
466
Colonial Trust Advisors
South Carolina
$100K
AssetMark Inc
467
AssetMark Inc
California
$95.8K -$2.07K -14 -2%
NB
468
NBT Bank
New York
$92.6K
AA
469
Addison Advisors
Vermont
$90.3K -$1.51M -10,238 -95%
SAM
470
Smartleaf Asset Management
Massachusetts
$87.9K
VNA
471
Valley National Advisers
Pennsylvania
$87K
CWM
472
Cranbrook Wealth Management
Michigan
$85.9K -$13.4K -91 -14%
ATC
473
Adirondack Trust Company
New York
$84.7K
CYG
474
Clean Yield Group
Vermont
$83.2K
TWIM
475
TIAA Wealth Investment Management
New York
$79.3K +$76.5K +518 New