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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
SOA Wealth Advisors
New York
$1.28M -$352K -2,988 -23%
CL
152
Choreo LLC
Illinois
$1.26M
Bank Julius Baer & Co
153
Bank Julius Baer & Co
Switzerland
$1.25M +$118 +1 +0%
Members Trust
154
Members Trust
Florida
$1.23M +$24.2K +205 +2%
GKWIM
155
Gerber Kawasaki Wealth & Investment Management
California
$1.23M +$68.4K +580 +6%
PGA
156
Portland Global Advisors
Maine
$1.23M -$11.8K -100 -1%
JSW
157
Journey Strategic Wealth
New Jersey
$1.22M -$42.7K -362 -4%
IIC
158
Integrated Investment Consultants
Michigan
$1.21M
MSA
159
Marino Stram & Associates
Massachusetts
$1.19M +$2.36K +20 +0.2%
PA
160
Parkside Advisors
California
$1.17M -$23.7K -201 -2%
RCWM
161
Red Crane Wealth Management
California
$1.15M +$34K +288 +3%
MOS
162
MGO One Seven
Ohio
$1.15M
BPA
163
Beacon Pointe Advisors
California
$1.13M -$36.1K -306 -3%
WB
164
WesBanco Bank
West Virginia
$1.12M -$56.1K -476 -5%
MA
165
Mutual Advisors
Nebraska
$1.11M +$14K +119 +1%
TFM
166
TFC Financial Management
Massachusetts
$1.1M +$1.02M +8,690 New
APG
167
Abacus Planning Group
South Carolina
$1.09M -$18.4K -156 -2%
RRA
168
Round Rock Advisors
Connecticut
$1.09M -$36.7K -311 -3%
HTC
169
Haverford Trust Company
Pennsylvania
$1.07M
FLPIM
170
F.L. Putnam Investment Management
Massachusetts
$1.07M +$104K +884 +12%
CT
171
Coastline Trust
Rhode Island
$1.07M -$41.4K -351 -4%
DC
172
Destiny Capital
Colorado
$1.06M
PSC
173
Prentiss Smith & Co
Vermont
$1.06M -$11.2K -95 -1%
GLA
174
Good Life Advisors
Pennsylvania
$1.05M +$26.3K +223 +3%
FA
175
Fountainhead AM
New Jersey
$1.05M -$85K -721 -8%