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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
451
Beacon Capital Management LLC (Tennessee)
Tennessee
$562
IA
452
IFP Advisors
Florida
$449
SFC
453
Strategic Financial Concepts
Texas
$314 +$3.85M +35,495 New
ITB
454
Idaho Trust Bank
Idaho
-$1.48M -13,572 Closed
LNC
455
Lincoln National Corp
Pennsylvania
-$1.05M -9,596 Closed
RIS
456
Retirement Income Solutions
Michigan
-$702K -6,428 Closed
WA
457
Win Advisors
Florida
-$419K -3,834 Closed
PFA
458
Pathway Financial Advisors
Vermont
-$418K -3,831 Closed
FA
459
Fiduciary Alliance
South Carolina
-$328K -3,013 Closed
PFS
460
Prospera Financial Services
Texas
-$318K -2,912 Closed
BP
461
Ballentine Partners
Massachusetts
-$290K -2,660 Closed
AWA
462
Archvest Wealth Advisors
California
-$289K -2,657 Closed
BWM
463
Bulltick Wealth Management
Florida
-$273K -2,500 Closed
Millennium Management
464
Millennium Management
New York
-$266K -2,434 Closed
CW
465
CreativeOne Wealth
Kansas
-$259K -2,369 Closed
Bank of New York Mellon
466
Bank of New York Mellon
New York
-$237K -2,175 Closed
UBV
467
United Bank (Virginia)
Virginia
-$236K -2,165 Closed
IWM
468
IHT Wealth Management
Illinois
-$206K -1,886 Closed
CWP
469
Concord Wealth Partners
Virginia
-$76.4K -700 Closed
SAM
470
Smartleaf Asset Management
Massachusetts
-$71.8K -658 Closed
First Manhattan
471
First Manhattan
New York
-$58.7K -538 Closed
WIC
472
Woodmont Investment Counsel
Tennessee
-$55.9K -512 Closed
CA
473
CoreCap Advisors
Michigan
-$52.2K -478 Closed
MFA
474
Morling Financial Advisors
California
-$37.7K -345 Closed
FSWA
475
Financial Synergies Wealth Advisors
Texas
-$25.6K -234 Closed