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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EP Wealth Advisors
California
$1.06M +$477K +5,368 +99%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$1.05M -$89.6K -1,009 -8%
WB
153
WesBanco Bank
West Virginia
$1.03M +$44.9K +505 +5%
CL
154
Choreo LLC
Illinois
$1.03M
FCH
155
Freestone Capital Holdings
Washington
$1.02M -$71.5K -805 -7%
JFA
156
JNBA Financial Advisors
Minnesota
$1.02M +$35.4K +399 +4%
FA
157
Fountainhead AM
New Jersey
$1.01M -$82.9K -933 -8%
GKWIM
158
Gerber Kawasaki Wealth & Investment Management
California
$999K +$19.4K +218 +2%
AWS
159
Atria Wealth Solutions
New York
$992K +$711K +8,003 +308%
FIM
160
Fernwood Investment Management
Massachusetts
$945K +$4K +45 +0.4%
WIM
161
Westside Investment Management
California
$939K +$4.09K +46 +0.5%
Franklin Resources
162
Franklin Resources
California
$937K +$140K +1,575 +19%
T
163
TCWP
Ohio
$910K
GLA
164
Good Life Advisors
Pennsylvania
$905K -$89 -1 -0%
RWM
165
Ritholtz Wealth Management
New York
$890K -$7.28K -82 -0.9%
MA
166
Mutual Advisors
Nebraska
$856K -$22.6K -254 -3%
AIP
167
Ameritas Investment Partners
Nebraska
$853K -$41.5K -467 -5%
RRA
168
Round Rock Advisors
Connecticut
$844K +$89 +1 +0%
CA
169
Clearstead Advisors
Ohio
$840K
UIA
170
Ulland Investment Advisors
Minnesota
$832K
SPL
171
Smart Portfolios LLC
Washington
$830K +$4.53K +51 +0.6%
MSA
172
Marino Stram & Associates
Massachusetts
$818K +$1.95K +22 +0.3%
WP
173
WealthShield Partners
North Carolina
$812K -$5.33K -60 -0.7%
MGIA
174
Moneta Group Investment Advisors
Missouri
$810K -$5.33K -60 -0.7%
CCFM
175
Clear Creek Financial Management
Washington
$788K