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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
Choreo LLC
Illinois
$961K +$941K +10,948 New
JFA
152
JNBA Financial Advisors
Minnesota
$920K +$2.58K +30 +0.3%
WB
153
WesBanco Bank
West Virginia
$918K +$247K +2,877 +38%
GKWIM
154
Gerber Kawasaki Wealth & Investment Management
California
$917K -$8.94K -104 -1%
FIM
155
Fernwood Investment Management
Massachusetts
$882K -$9.19K -107 -1%
WIM
156
Westside Investment Management
California
$876K +$1.63K +19 +0.2%
MOS
157
MGO One Seven
Ohio
$862K +$844K +9,820 New
T
158
TCWP
Ohio
$853K -$38.1K -443 -4%
GLA
159
Good Life Advisors
Pennsylvania
$848K +$11.2K +130 +1%
RWM
160
Ritholtz Wealth Management
New York
$841K -$12.1K -141 -1%
AIP
161
Ameritas Investment Partners
Nebraska
$841K +$2.75K +32 +0.3%
MA
162
Mutual Advisors
Nebraska
$824K -$127K -1,480 -14%
UL
163
Unionview LLC
Washington
$798K -$59.5K -693 -7%
RRA
164
Round Rock Advisors
Connecticut
$791K +$172 +2 +0%
CA
165
Clearstead Advisors
Ohio
$787K
UIA
166
Ulland Investment Advisors
Minnesota
$779K
SPL
167
Smart Portfolios LLC
Washington
$773K +$687 +8 +0.1%
WP
168
WealthShield Partners
North Carolina
$766K +$10.1K +118 +1%
MSA
169
Marino Stram & Associates
Massachusetts
$765K +$61.4K +714 +9%
MGIA
170
Moneta Group Investment Advisors
Missouri
$765K +$20.5K +238 +3%
Stifel Financial
171
Stifel Financial
Missouri
$759K -$116K -1,355 -14%
AAS
172
Ameritas Advisory Services
Nebraska
$758K +$9.71K +113 +1%
Franklin Resources
173
Franklin Resources
California
$740K -$112K -1,308 -13%
CCFM
174
Clear Creek Financial Management
Washington
$739K -$328K -3,816 -31%
BB
175
Bell Bank
North Dakota
$725K