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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
151
Well Done LLC
Michigan
$396K
SPL
152
Smart Portfolios LLC
Washington
$391K +$10.7K +148 +3%
CRCM
153
Corbett Road Capital Management
Virginia
$389K -$1.56M -21,668 -80%
Members Trust
154
Members Trust
Florida
$389K
CAC
155
Core Alternative Capital
Georgia
$388K -$7.66K -106 -2%
CBFP
156
Cedar Brook Financial Partners
Ohio
$383K +$144 +2 +0%
EDRIA
157
Edmonds Duncan Registered Investment Advisors
Kansas
$378K
PCM
158
Parsons Capital Management
Rhode Island
$375K -$101K -1,394 -21%
CFA
159
CWS Financial Advisors
Michigan
$373K -$14.7K -204 -4%
MBTD
160
Mechanics Bank - Trust Department
California
$370K
FANJ
161
Financial Architects (New Jersey)
New Jersey
$369K -$8.67K -120 -2%
PA
162
PFG Advisors
Arizona
$355K +$342K +4,738 New
COF
163
Capital One Financial
Virginia
$354K -$35.4K -490 -9%
LB
164
Leo Brokerage
Texas
$354K +$383K +5,296 New
EH
165
Equitable Holdings
New York
$352K -$79.6K -1,102 -19%
PA
166
Prism Advisors
California
$350K -$265K -3,670 -44%
HA
167
Harborview Advisors
Maine
$343K +$27.7K +384 +9%
FIM
168
Fernwood Investment Management
Massachusetts
$335K
PA
169
Parallel Advisors
California
$332K -$126K -1,738 -28%
FWCM
170
Ferguson Wellman Capital Management
Oregon
$332K -$1.45K -20 -0.4%
FPFS
171
First Personal Financial Services
North Carolina
$331K -$4.33K -60 -1%
TCOV
172
Trust Company of Vermont
Vermont
$331K -$3.18K -44 -1%
KAS
173
Kestra Advisory Services
Texas
$330K +$3.76K +52 New
LFA
174
Legacy Financial Advisors
Kentucky
$330K +$324K +4,486 New
OCM
175
One Capital Management
California
$329K +$37.6K +520 +13%