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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Almanack Investment Partners
Pennsylvania
$830K +$855K +8,650 New
HWA
152
Hilltop Wealth Advisors
North Carolina
$820K +$202K +2,048 +32%
DJSG
153
D.J. St. Germain
Massachusetts
$819K +$298K +3,019 +55%
AA
154
Addison Advisors
Vermont
$817K -$988 -10 -0.1%
MGIA
155
Moneta Group Investment Advisors
Missouri
$813K +$134K +1,356 +19%
TAM
156
Trillium Asset Management
Massachusetts
$811K +$835K +8,449 New
BJL
157
Brighton Jones LLC
Washington
$792K +$17.7K +179 +2%
EI
158
Ethic Inc
New York
$786K +$809K +8,191 New
Brown Advisory
159
Brown Advisory
Maryland
$777K -$75.4K -763 -9%
SPL
160
Smart Portfolios LLC
Washington
$765K -$12.8K -130 -2%
EH
161
Equitable Holdings
New York
$757K +$34.6K +350 +5%
WCM
162
WealthBridge Capital Management
Ohio
$738K -$80.9K -819 -10%
Members Trust
163
Members Trust
Florida
$734K
SAS
164
Sanford Advisory Services
Michigan
$734K +$3.95K +40 +0.5%
ZAM
165
Zevin Asset Management
Massachusetts
$729K
ADL
166
Asset Dedication LLC
California
$715K +$619K +6,267 +521%
BB
167
Bell Bank
North Dakota
$688K +$70.5K +714 +11%
AIC
168
Ameritas Investment Company
Nebraska
$675K +$673K +6,810 +3,013%
AGA
169
Arkos Global Advisors
Texas
$670K -$16.7K -169 -2%
MFA
170
McClarren Financial Advisors
Pennsylvania
$656K +$2.17K +22 +0.3%
FANJ
171
Financial Architects (New Jersey)
New Jersey
$650K +$176K +1,781 +36%
BIA
172
Bell Investment Advisors
California
$647K +$666K +6,742 New
WFA
173
West Financial Advisors
Iowa
$638K +$95.7K +969 +17%
BAM
174
Belpointe Asset Management
Nevada
$634K +$13.9K +141 +2%
CIBC Asset Management
175
CIBC Asset Management
Ontario, Canada
$633K