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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WU
151
Wealthsimple US
New York
$253K +$241K +3,776 New
PSC
152
Prentiss Smith & Co
Vermont
$252K +$19.1K +298 +9%
GWM
153
Greenwich Wealth Management
Connecticut
$250K – – –
MFS
154
McNamara Financial Services
Massachusetts
$249K +$238K +3,720 New
Modera Wealth Management
155
Modera Wealth Management
New Jersey
$246K – – –
Benjamin F. Edwards & Company
156
Benjamin F. Edwards & Company
Missouri
$244K – – –
SCG
157
Sonata Capital Group
Washington
$244K – – –
Johnson Investment Counsel
158
Johnson Investment Counsel
Ohio
$242K – – –
AC
159
Alexandria Capital
Virginia
$241K – – –
PMG
160
ProVise Management Group
Florida
$241K – – –
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$241K – – –
AIM
162
Acropolis Investment Management
Missouri
$239K – – –
Eaton Vance Management
163
Eaton Vance Management
Massachusetts
$237K – – –
EWF
164
Epstein & White Financial
California
$236K -$5.37K -84 -2%
Crestwood Advisors Group
165
Crestwood Advisors Group
Massachusetts
$233K – – –
PJSIMP
166
P.J. Schmidt Investment Management (PJS)
Wisconsin
$232K +$221K +3,460 New
Sequoia Financial Advisors
167
Sequoia Financial Advisors
Ohio
$229K +$895 +14 +0.4%
Focus Financial Network
168
Focus Financial Network
Minnesota
$222K -$10.1K -158 -5%
First Allied Advisory Services
169
First Allied Advisory Services
California
$221K -$1.02K -16 -0.5%
AWM
170
Affinity Wealth Management
Delaware
$218K – – –
WCG
171
Weaver Consulting Group
California
$216K – – –
PA
172
Parkside Advisors
California
$214K +$205K +3,200 New
H
173
HoyleCohen
California
$213K +$203K +3,180 New
CA
174
Callahan Advisors
Texas
$212K +$203K +3,170 New
FM
175
Family Management
New York
$211K – – –