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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
151
Ulland Investment Advisors
Minnesota
$790K -$21.3K -250 -2%
FIM
152
Fernwood Investment Management
Massachusetts
$771K +$1.96K +23 +0.2%
RWM
153
Ritholtz Wealth Management
New York
$768K -$52.1K -612 -6%
NA
154
NewEdge Advisors
Louisiana
$747K +$34.5K +406 +4%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$741K +$251K +2,949 +44%
GKWIM
156
Gerber Kawasaki Wealth & Investment Management
California
$720K -$1.03M -12,156 -56%
T
157
TCWP
Ohio
$708K +$420K +4,935 +112%
FA
158
Fountainhead AM
New Jersey
$706K -$162K -1,899 -17%
MGIA
159
Moneta Group Investment Advisors
Missouri
$685K -$152K -1,783 -16%
RRA
160
Round Rock Advisors
Connecticut
$684K +$25.6K +301 +3%
CA
161
Clearstead Advisors
Ohio
$681K +$2.13K +25 +0.3%
OFG
162
Oxford Financial Group
Indiana
$665K -$198K -2,327 -21%
SPC
163
Sigma Planning Corp
Michigan
$651K -$110K -1,295 -13%
BB
164
Bell Bank
North Dakota
$650K -$21.5K -253 -3%
WP
165
WealthShield Partners
North Carolina
$641K -$26.8K -315 -4%
AAS
166
Ameritas Advisory Services
Nebraska
$638K +$16.2K +190 +2%
Franklin Resources
167
Franklin Resources
California
$638K +$48.3K +568 +7%
Members Trust
168
Members Trust
Florida
$628K
HWA
169
Hilltop Wealth Advisors
North Carolina
$614K -$559K -6,574 -45%
UL
170
Unionview LLC
Washington
$604K +$91.7K +1,078 +16%
Cerity Partners
171
Cerity Partners
New York
$602K +$205K +2,405 +44%
MF
172
Meridian Financial
Massachusetts
$590K -$51K -600 -7%
GLA
173
Good Life Advisors
Pennsylvania
$588K -$3.23K -38 -0.5%
WB
174
WesBanco Bank
West Virginia
$576K -$408K -4,792 -39%
AGA
175
Arkos Global Advisors
Texas
$563K -$67.5K -794 -10%