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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
126
Sequoia Financial Advisors
Ohio
$1.67M +$1.8K +13 +0.1%
FPF
127
First Pacific Financial
Washington
$1.65M -$223K -1,611 -11%
CA
128
Clearstead Advisors
Ohio
$1.64M -$25K -180 -1%
BAAM
129
Baker Avenue Asset Management
California
$1.62M -$11.6K -84 -0.7%
RCA
130
Resonant Capital Advisors
Wisconsin
$1.59M -$5.96K -43 -0.4%
ACA
131
Aptus Capital Advisors
Alabama
$1.56M -$1.11K -8 -0.1%
APP
132
Avantax Planning Partners
Iowa
$1.54M -$17.6K -127 -1%
WAG
133
Winthrop Advisory Group
Massachusetts
$1.53M -$99.3K -716 -6%
BFA
134
Bluestem Financial Advisors
Illinois
$1.43M +$49.1K +354 +3%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$1.43M -$971 -7 -0.1%
AA
136
Addison Advisors
Vermont
$1.43M -$114K -820 -7%
BDFN
137
Bond & Devick Financial Network
Minnesota
$1.39M -$88.3K -637 -6%
BIA
138
Bigelow Investment Advisors
Maine
$1.35M -$205K -1,478 -13%
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
$1.33M -$28.1K -203 -2%
WT
140
WHI Trust
Illinois
$1.32M
CL
141
Choreo LLC
Illinois
$1.32M
SWA
142
SOA Wealth Advisors
New York
$1.31M -$19.4K -140 -1%
EPW
143
Evolve Private Wealth
California
$1.31M -$9.15K -66 -0.7%
NL
144
NEPC LLC
Massachusetts
$1.31M +$313K +2,257 +30%
Members Trust
145
Members Trust
Florida
$1.27M -$13.3K -96 -1%
PPA
146
Pilgrim Partners Asia
Singapore
$1.27M
PGA
147
Portland Global Advisors
Maine
$1.26M -$17.3K -125 -1%
MSA
148
Marino Stram & Associates
Massachusetts
$1.25M +$832 +6 +0.1%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$107K +774 +9%
BM
150
Berman McAleer
Maryland
$1.23M