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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$276K -$823K -13,444 -75%
MCWS
127
McKinley Carter Wealth Services
West Virginia
$275K +$1.35K +22 +0.5%
MGIA
128
Moneta Group Investment Advisors
Missouri
$272K +$122 +2 +0%
PCFFS
129
Pacific Center for Financial Services
California
$270K
HA
130
Harborview Advisors
Maine
$267K
WT
131
Whittier Trust
California
$255K
CCFCSB
132
Cape Cod Five Cents Savings Bank
Massachusetts
$252K -$51.7K -844 -17%
OCM
133
One Capital Management
California
$245K
BC
134
Bartlett & Co
Ohio
$240K -$2.32M -37,928 -91%
BSW
135
Buckingham Strategic Wealth
Missouri
$240K
BCWM
136
Bartlett & Co Wealth Management
Ohio
$240K -$2.32M -37,928 -91%
GWM
137
Greenwich Wealth Management
Connecticut
$231K
BTS
138
BB&T Securities
Virginia
$230K +$8.08K +132 +4%
MWM
139
Modera Wealth Management
New Jersey
$227K +$225K +3,676 New
CIBC World Market
140
CIBC World Market
Ontario, Canada
$226K
BFEC
141
Benjamin F. Edwards & Company
Missouri
$225K
SCG
142
Sonata Capital Group
Washington
$225K
MMA
143
Miracle Mile Advisors
California
$224K +$14.7K +240 +7%
BJL
144
Brighton Jones LLC
Washington
$223K +$122 +2 +0.1%
JIC
145
Johnson Investment Counsel
Ohio
$223K +$6.12K +100 +3%
AC
146
Alexandria Capital
Virginia
$222K
EWF
147
Epstein & White Financial
California
$222K
PMG
148
ProVise Management Group
Florida
$222K
AIM
149
Acropolis Investment Management
Missouri
$221K
EVM
150
Eaton Vance Management
Massachusetts
$219K