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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
126
Baker Avenue Asset Management
California
$323K -$188K -2,930 -33%
FIM
127
Fernwood Investment Management
Massachusetts
$320K +$7.95K +124 +2%
WCFA
128
Walkner Condon Financial Advisors
Wisconsin
$308K
PA
129
Parallel Advisors
California
$306K
RC
130
RegentAtlantic Capital
New Jersey
$297K -$47K -734 -12%
WDL
131
Well Done LLC
Michigan
$296K
COF
132
Capital One Financial
Virginia
$291K +$340K +5,306 New
SMFS
133
Squar Milner Financial Services
California
$290K
EDRIA
134
Edmonds Duncan Registered Investment Advisors
Kansas
$282K
WWM
135
Western Wealth Management
Colorado
$279K
GC
136
Grace Capital
Massachusetts
$277K
MBTD
137
Mechanics Bank - Trust Department
California
$276K
AFG
138
Affinia Financial Group
Massachusetts
$274K +$320K +5,000 New
EH
139
Equitable Holdings
New York
$270K +$316K +4,928 New
FWCM
140
Ferguson Wellman Capital Management
Oregon
$266K -$36.9K -576 -11%
FPFS
141
First Personal Financial Services
North Carolina
$263K -$19.2K -300 -6%
TCOV
142
Trust Company of Vermont
Vermont
$262K +$2.69K +42 +0.9%
CAC
143
Core Alternative Capital
Georgia
$261K +$304K +4,748 New
CFA
144
CWS Financial Advisors
Michigan
$258K
LWA
145
LWS Wealth Advisors
New Jersey
$253K -$5.64K -88 -2%
MGIA
146
Moneta Group Investment Advisors
Missouri
$251K +$11K +172 +4%
PCFFS
147
Pacific Center for Financial Services
California
$241K
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$237K -$3.85K -60 -1%
HA
149
Harborview Advisors
Maine
$236K -$2.05K -32 -0.7%
GL
150
Graypoint LLC
New York
$236K +$276K +4,308 New