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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
SNS Financial Group
Minnesota
$438K
PCM
127
Parsons Capital Management
Rhode Island
$434K -$14.6K -234 -3%
OFG
128
Oxford Financial Group
Indiana
$433K -$54.4K -870 -12%
SPIA
129
Steward Partners Investment Advisory
New York
$430K -$28.8K -460 -7%
FCI
130
Financial Counselors Inc
Kansas
$424K +$16.9K +270 +4%
PA
131
Parallel Advisors
California
$418K +$41.9K +670 +12%
CCM
132
Coldstream Capital Management
Washington
$412K -$57.7K -922 -13%
TSA
133
Tri-Star Advisors
Texas
$395K +$354K +5,662 New
EH
134
Equitable Holdings
New York
$394K +$60.3K +964 +20%
MMA
135
Miracle Mile Advisors
California
$387K -$61.4K -982 -15%
BAM
136
Belpointe Asset Management
Nevada
$384K -$54.8K -876 -13%
TRCT
137
Tower Research Capital (TRC)
New York
$378K +$354K +5,658 New
WCFA
138
Walkner Condon Financial Advisors
Wisconsin
$376K
SPL
139
Smart Portfolios LLC
Washington
$376K +$62.3K +996 +24%
FHA
140
Flagship Harbor Advisors
Massachusetts
$372K -$108K -1,720 -24%
RC
141
RegentAtlantic Capital
New Jersey
$362K
WDL
142
Well Done LLC
Michigan
$360K
CAC
143
Core Alternative Capital
Georgia
$360K +$39.3K +628 +13%
MGIA
144
Moneta Group Investment Advisors
Missouri
$357K +$47.8K +764 +17%
COF
145
Capital One Financial
Virginia
$355K
CFA
146
CWS Financial Advisors
Michigan
$353K +$89.6K +1,432 +37%
Members Trust
147
Members Trust
Florida
$353K +$331K +5,284 New
CBFP
148
Cedar Brook Financial Partners
Ohio
$348K +$326K +5,206 New
EDRIA
149
Edmonds Duncan Registered Investment Advisors
Kansas
$344K
FANJ
150
Financial Architects (New Jersey)
New Jersey
$344K +$129K +2,062 +67%