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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
151
WesBanco Bank
West Virginia
$1.42M
FPF
152
First Pacific Financial
Washington
$1.41M +$850K +7,369 +168%
PGA
153
Portland Global Advisors
Maine
$1.41M
AAS
154
Avantax Advisory Services
Texas
$1.41M +$33.5K +290 +3%
D
155
Diversified
Delaware
$1.38M -$6.34K -55 -0.5%
DE
156
Diversified Enterprises
Delaware
$1.38M +$1.33M +11,506 New
BFA
157
Bluestem Financial Advisors
Illinois
$1.38M +$16.3K +141 +1%
WFAG
158
Wescott Financial Advisory Group
Pennsylvania
$1.33M -$17.2K -149 -1%
SCA
159
Snowden Capital Advisors
New York
$1.31M +$3.69K +32 +0.3%
CAG
160
Crestwood Advisors Group
Massachusetts
$1.3M +$3.69K +32 +0.3%
CL
161
Choreo LLC
Illinois
$1.3M +$346 +3 +0%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$1.28M +$1.23M +10,647 New
FCH
163
Freestone Capital Holdings
Washington
$1.24M
SS
164
Sound Stewardship
Kansas
$1.24M -$34K -295 -3%
Bank Julius Baer & Co
165
Bank Julius Baer & Co
Switzerland
$1.21M -$70.4K -610 -7%
BONH
166
Bank of New Hampshire
New Hampshire
$1.21M -$49K -425 -4%
JSW
167
Journey Strategic Wealth
New Jersey
$1.21M +$1.16M +10,031 New
IIC
168
Integrated Investment Consultants
Michigan
$1.2M +$58.8K +510 +5%
P
169
&Partners
Tennessee
$1.18M +$385K +3,339 +52%
GKWIM
170
Gerber Kawasaki Wealth & Investment Management
California
$1.16M -$17.8K -154 -2%
GA
171
GoalVest Advisory
New York
$1.16M
CICC
172
Capital Investment Counsel (Colorado)
Colorado
$1.15M
Jones Financial Companies
173
Jones Financial Companies
Missouri
$1.15M +$741K +6,420 +204%
MOS
174
MGO One Seven
Ohio
$1.14M -$12.3K -107 -1%
FFA
175
First Foundation Advisors
California
$1.13M -$13.2K -114 -1%