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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWF
176
Epstein & White Financial
California
$253K +$234K +3,746 New
GC
177
Grace Capital
Massachusetts
$250K -$82.3K -1,316 -26%
VWA
178
V Wealth Advisors
Kansas
$249K +$232K +3,714 New
VHAM
179
Van Hulzen Asset Management
California
$248K
MWM
180
Modera Wealth Management
New Jersey
$246K
AC
181
Alexandria Capital
Virginia
$245K +$230K +3,670 New
CCFCSB
182
Cape Cod Five Cents Savings Bank
Massachusetts
$244K -$11.6K -186 -5%
SCG
183
Sonata Capital Group
Washington
$244K
BC
184
Brio Consultants
California
$244K +$228K +3,642 New
PMG
185
ProVise Management Group
Florida
$241K +$225K +3,600 New
AIM
186
Acropolis Investment Management
Missouri
$239K
BCWM
187
Bartlett & Co Wealth Management
Ohio
$237K -$20.6K -330 -9%
BC
188
Bartlett & Co
Ohio
$237K -$20.6K -330 -9%
EVM
189
Eaton Vance Management
Massachusetts
$237K +$222K +3,540 New
WCG
190
Weaver Consulting Group
California
$234K
CAG
191
Crestwood Advisors Group
Massachusetts
$232K +$217K +3,470 New
IWC
192
Integrated Wealth Concepts
Massachusetts
$231K +$216K +3,456 New
FAAS
193
First Allied Advisory Services
California
$230K +$215K +3,436 New
SFA
194
Sequoia Financial Advisors
Ohio
$230K +$216K +3,444 New
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$216K
FM
196
Family Management
New York
$211K
RG
197
Rikoon Group
New Mexico
$211K +$197K +3,150 New
MFG
198
Merit Financial Group
Georgia
$209K +$195K +3,122 New
SVWAG
199
Sound View Wealth Advisors Group
Georgia
$209K +$195K +3,122 New
RICHC
200
Renaissance Investment Consultants Holding Company
Pennsylvania
$206K +$185K +2,954 New