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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$543K +$533K +7,378 New
BB
127
Bell Bank
North Dakota
$534K +$48K +664 +10%
BOS
128
Bingham Osborn & Scarborough
California
$530K -$9.1K -126 -2%
MMA
129
Miracle Mile Advisors
California
$526K +$98.5K +1,364 +24%
5L
130
55I LLC
Massachusetts
$515K +$6.5K +90 +1%
WB
131
WesBanco Bank
West Virginia
$504K +$5.2K +72 +1%
SPIA
132
Steward Partners Investment Advisory
New York
$501K +$27K +374 +6%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$499K
PSC
134
Prentiss Smith & Co
Vermont
$494K -$60.4K -836 -11%
PGA
135
Portland Global Advisors
Maine
$482K
SFG
136
SNS Financial Group
Minnesota
$482K
OFG
137
Oxford Financial Group
Indiana
$476K
MGIA
138
Moneta Group Investment Advisors
Missouri
$464K +$70.2K +972 +18%
AFG
139
Affinia Financial Group
Massachusetts
$460K +$117K +1,618 +35%
BAM
140
Belpointe Asset Management
Nevada
$452K +$29.3K +406 +7%
CCM
141
Coldstream Capital Management
Washington
$435K -$17.6K -244 -4%
FCI
142
Financial Counselors Inc
Kansas
$433K -$32.2K -446 -7%
WWM
143
Western Wealth Management
Colorado
$433K +$56.2K +778 +15%
FAAS
144
First Allied Advisory Services
California
$428K +$172K +2,382 +69%
RCS
145
Retirement Capital Strategies
California
$428K +$428K +5,920 New
WCFA
146
Walkner Condon Financial Advisors
Wisconsin
$409K -$4.19K -58 -1%
FHA
147
Flagship Harbor Advisors
Massachusetts
$406K -$3.18K -44 -0.8%
Franklin Resources
148
Franklin Resources
California
$402K +$359K +4,970 +994%
WWM
149
WJ Wealth Management
Arizona
$401K +$394K +5,450 New
RC
150
RegentAtlantic Capital
New Jersey
$398K