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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Parsons Capital Management
Rhode Island
$436K +$6.49K +106 +2%
BB
102
Bell Bank
North Dakota
$428K +$424K +6,932 New
RWM
103
Ritholtz Wealth Management
New York
$418K +$122 +2 +0%
PGA
104
Portland Global Advisors
Maine
$405K
WB
105
WesBanco Bank
West Virginia
$403K +$83.9K +1,370 +27%
FDCC
106
Foster Dykema Cabot & Co
Massachusetts
$386K
RC
107
RegentAtlantic Capital
New Jersey
$380K +$89.5K +1,462 +31%
WAG
108
Winthrop Advisory Group
Massachusetts
$373K +$1.23K +20 +0.3%
SWP
109
Stratos Wealth Partners
Ohio
$364K +$32.6K +532 +10%
SFG
110
SNS Financial Group
Minnesota
$355K
AAS
111
Avantax Advisory Services
Texas
$335K +$1.47K +24 +0.4%
WDL
112
Well Done LLC
Michigan
$333K
FPFS
113
First Personal Financial Services
North Carolina
$325K
FIM
114
Fernwood Investment Management
Massachusetts
$312K
GC
115
Grace Capital
Massachusetts
$312K
MBTD
116
Mechanics Bank - Trust Department
California
$310K +$307K +5,020 New
CIM
117
Cambria Investment Management
California
$308K
SPIA
118
Steward Partners Investment Advisory
New York
$307K +$122 +2 +0%
DADC
119
D.A. Davidson & Co
Montana
$300K -$9.31K -152 -3%
TCOV
120
Trust Company of Vermont
Vermont
$297K
WSTAM
121
Wilbanks Smith & Thomas Asset Management
Virginia
$297K
WWM
122
Western Wealth Management
Colorado
$289K -$7.35K -120 -3%
EDRIA
123
Edmonds Duncan Registered Investment Advisors
Kansas
$281K
LFA
124
Legacy Financial Advisors
Kentucky
$278K +$276K +4,502 New
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$277K -$37.3K -610 -12%