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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Western Wealth Management
Colorado
$862K +$439 +5 +0%
JFA
152
JNBA Financial Advisors
Minnesota
$861K +$24.8K +282 +3%
UIA
153
Ulland Investment Advisors
Minnesota
$860K
AIP
154
Ameritas Investment Partners
Nebraska
$852K -$274K -3,116 -23%
AWS
155
Atria Wealth Solutions
New York
$842K -$1.13M -12,910 -55%
MA
156
Mutual Advisors
Nebraska
$840K -$40K -456 -4%
Allianz Asset Management
157
Allianz Asset Management
Germany
$833K
FIM
158
Fernwood Investment Management
Massachusetts
$817K +$31.6K +360 +4%
SPC
159
Sigma Planning Corp
Michigan
$796K -$925K -10,537 -52%
CAM
160
Crestone Asset Management
Colorado
$785K -$21.9K -249 -2%
NA
161
NewEdge Advisors
Louisiana
$763K +$829K +9,446 New
SPL
162
Smart Portfolios LLC
Washington
$762K +$11.5K +131 +2%
AA
163
Addison Advisors
Vermont
$751K -$2.19K -25 -0.3%
PGA
164
Portland Global Advisors
Maine
$744K +$149K +1,695 +23%
CA
165
Clearstead Advisors
Ohio
$722K
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$717K +$37.6K +428 +5%
BB
167
Bell Bank
North Dakota
$711K +$30.7K +350 +4%
LNC
168
Lincoln National Corp
Pennsylvania
$707K -$16.2K -185 -2%
WP
169
WealthShield Partners
North Carolina
$707K +$10.1K +115 +1%
RRA
170
Round Rock Advisors
Connecticut
$702K +$26.3K +300 +4%
MF
171
Meridian Financial
Massachusetts
$675K -$15.4K -175 -2%
Members Trust
172
Members Trust
Florida
$667K +$53.2K +606 +8%
AGA
173
Arkos Global Advisors
Texas
$662K +$11.5K +131 +2%
AAS
174
Ameritas Advisory Services
Nebraska
$662K +$21.8K +248 +3%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$648K +$25.7K +293 +4%