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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$235K +$9.61K +150 +4%
MCWS
152
McKinley Carter Wealth Services
West Virginia
$232K -$769 -12 -0.3%
SPL
153
Smart Portfolios LLC
Washington
$229K +$267K +4,170 New
FCIM
154
Fairview Capital Investment Management
California
$225K +$263K +4,100 New
JIC
155
Johnson Investment Counsel
Ohio
$222K +$27.6K +430 +12%
OCM
156
One Capital Management
California
$217K
ASN
157
Advisory Services Network
Georgia
$217K +$157K +2,456 +164%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$216K
MFS
159
McNamara Financial Services
Massachusetts
$214K +$11.2K +174 +5%
BSW
160
Buckingham Strategic Wealth
Missouri
$213K
BC
161
Bartlett & Co
Ohio
$213K +$249K +3,880 New
BCWM
162
Bartlett & Co Wealth Management
Ohio
$213K
CCFCSB
163
Cape Cod Five Cents Savings Bank
Massachusetts
$211K -$7.43K -116 -3%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$208K -$15.6K -244 -6%
3AM
165
3EDGE Asset Management
Florida
$205K -$156K -2,438 -39%
GWM
166
Greenwich Wealth Management
Connecticut
$205K
VHAM
167
Van Hulzen Asset Management
California
$203K -$6.41K -100 -3%
MWM
168
Modera Wealth Management
New Jersey
$202K
BFEC
169
Benjamin F. Edwards & Company
Missouri
$200K
SCG
170
Sonata Capital Group
Washington
$200K
AIM
171
Acropolis Investment Management
Missouri
$196K
WCG
172
Weaver Consulting Group
California
$192K
Deutsche Bank
173
Deutsche Bank
Germany
$190K +$49.6K +774 +29%
AA
174
Advisory Alpha
Michigan
$178K
FM
175
Family Management
New York
$173K