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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$942K +$107K +1,302 +14%
AAS
152
Avantax Advisory Services
Texas
$923K -$92.9K -1,128 -9%
TIA
153
Traphagen Investment Advisors
New Jersey
$897K +$327K +3,972 +57%
DAS
154
Dynamic Advisor Solutions
Arizona
$896K -$101K -1,224 -10%
MA
155
Mutual Advisors
Nebraska
$895K -$72.6K -882 -8%
TRCT
156
Tower Research Capital (TRC)
New York
$889K +$716K +8,698 +415%
RF
157
Rollins Financial
Georgia
$887K -$76.4K -928 -8%
LWMG
158
Levy Wealth Management Group
Pennsylvania
$876K -$19.9K -241 -2%
GKWIM
159
Gerber Kawasaki Wealth & Investment Management
California
$869K +$87.4K +1,061 +11%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$868K -$1.1M -13,318 -56%
JFA
161
JNBA Financial Advisors
Minnesota
$860K -$7.83K -95 -0.9%
T
162
TCWP
Ohio
$836K +$68.3K +829 +9%
NA
163
NewEdge Advisors
Louisiana
$836K +$412K +4,998 +51%
FIM
164
Fernwood Investment Management
Massachusetts
$836K
Corient Private Wealth
165
Corient Private Wealth
Florida
$830K +$830K +10,079 New
WFAG
166
Wescott Financial Advisory Group
Pennsylvania
$829K +$219K +2,661 +36%
Stifel Financial
167
Stifel Financial
Missouri
$823K -$492K -5,973 -37%
PFO
168
Pathstone Family Office
New Jersey
$816K -$18.9K -230 -2%
FFA
169
First Foundation Advisors
California
$814K -$84.8K -1,029 -9%
UL
170
Unionview LLC
Washington
$805K +$151K +1,831 +23%
Franklin Resources
171
Franklin Resources
California
$802K +$110K +1,335 +16%
RWM
172
Ritholtz Wealth Management
New York
$801K -$31.9K -387 -4%
AIP
173
Ameritas Investment Partners
Nebraska
$786K -$106K -1,284 -12%
GLA
174
Good Life Advisors
Pennsylvania
$785K +$147K +1,786 +23%
9WM
175
9258 Wealth Management
Ohio
$746K +$746K +9,059 New