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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$512K +$5.63K +72 +1%
OWA
152
Opal Wealth Advisors
New York
$491K +$466K +5,962 New
CCM
153
Coldstream Capital Management
Washington
$487K
FCI
154
Financial Counselors Inc
Kansas
$485K
HA
155
Harborview Advisors
Maine
$478K +$89.7K +1,148 +25%
TWM
156
TriaGen Wealth Management
California
$470K +$446K +5,709 New
WCFA
157
Walkner Condon Financial Advisors
Wisconsin
$458K
PCM
158
Parsons Capital Management
Rhode Island
$451K +$29.8K +381 +7%
Franklin Resources
159
Franklin Resources
California
$450K
EH
160
Equitable Holdings
New York
$448K +$50.7K +648 +14%
LB
161
Leo Brokerage
Texas
$447K +$10.2K +130 +2%
EDRIA
162
Edmonds Duncan Registered Investment Advisors
Kansas
$446K
RC
163
RegentAtlantic Capital
New Jersey
$446K
AA
164
Addison Advisors
Vermont
$445K +$422K +5,399 New
FNWM
165
Financial Network Wealth Management
Utah
$445K +$423K +5,408 New
WDL
166
Well Done LLC
Michigan
$443K
RF
167
Rollins Financial
Georgia
$440K +$418K +5,341 New
PA
168
PFG Advisors
Arizona
$438K +$45.1K +577 +12%
Members Trust
169
Members Trust
Florida
$435K
WFA
170
West Financial Advisors
Iowa
$428K +$406K +5,200 New
CAC
171
Core Alternative Capital
Georgia
$423K -$10.2K -130 -2%
FANJ
172
Financial Architects (New Jersey)
New Jersey
$418K +$3.91K +50 +1%
PMG
173
ProVise Management Group
Florida
$413K +$79.7K +1,020 +26%
TCOV
174
Trust Company of Vermont
Vermont
$408K +$34.7K +444 +10%
CRCM
175
Corbett Road Capital Management
Virginia
$404K -$29.2K -373 -7%