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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPL
151
Smart Portfolios LLC
Washington
$629K +$55.6K +652 +10%
PBO
152
Peoples Bank (Ohio)
Ohio
$603K -$118K -1,389 -17%
BOS
153
Bingham Osborn & Scarborough
California
$602K -$24K -281 -4%
BB
154
Bell Bank
North Dakota
$600K +$13.4K +157 +2%
MFA
155
McClarren Financial Advisors
Pennsylvania
$598K +$1.79K +21 +0.3%
WWM
156
Western Wealth Management
Colorado
$592K +$17.3K +203 +3%
FHA
157
Flagship Harbor Advisors
Massachusetts
$591K +$158K +1,855 +38%
CIBC Asset Management
158
CIBC Asset Management
Ontario, Canada
$580K -$74.2K -870 -12%
PSC
159
Prentiss Smith & Co
Vermont
$575K -$61.7K -723 -10%
PGA
160
Portland Global Advisors
Maine
$575K
BAM
161
Belpointe Asset Management
Nevada
$568K +$21.6K +253 +4%
FIM
162
Fernwood Investment Management
Massachusetts
$568K +$152K +1,780 +38%
MGIA
163
Moneta Group Investment Advisors
Missouri
$567K +$12K +141 +2%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$562K -$85 -1 -0%
RF
165
Rollins Financial
Georgia
$561K +$89.4K +1,048 +20%
EH
166
Equitable Holdings
New York
$559K +$78.7K +922 +17%
PCM
167
Parsons Capital Management
Rhode Island
$557K +$73.2K +858 +16%
OWA
168
Opal Wealth Advisors
New York
$548K +$23.3K +273 +5%
OFG
169
Oxford Financial Group
Indiana
$546K -$22.6K -265 -4%
PFO
170
Pathstone Family Office
New Jersey
$527K -$183K -2,149 -26%
CCM
171
Coldstream Capital Management
Washington
$520K
HA
172
Harborview Advisors
Maine
$517K +$7.08K +83 +1%
HWA
173
Hilltop Wealth Advisors
North Carolina
$516K +$111K +1,298 +28%
SWA
174
SOA Wealth Advisors
New York
$512K +$479K +5,612 +2,494%
LB
175
Leo Brokerage
Texas
$511K +$34K +398 +7%