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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sax Wealth Advisors
New Jersey
$510K +$495K +5,805 New
FCI
177
Financial Counselors Inc
Kansas
$506K -$11K -129 -2%
PA
178
PFG Advisors
Arizona
$504K +$36.3K +425 +8%
EDRIA
179
Edmonds Duncan Registered Investment Advisors
Kansas
$502K +$49.2K +577 +11%
FA
180
Fountainhead AM
New Jersey
$502K +$94.5K +1,108 +24%
TWM
181
TriaGen Wealth Management
California
$501K
SWM
182
Spire Wealth Management
Virginia
$489K +$475K +5,563 New
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$488K
MFG
184
Monumental Financial Group
Maryland
$486K +$472K +5,531 New
DJSG
185
D.J. St. Germain
Massachusetts
$485K +$471K +5,517 New
Franklin Resources
186
Franklin Resources
California
$480K
FNWM
187
Financial Network Wealth Management
Utah
$475K
RC
188
RegentAtlantic Capital
New Jersey
$475K
WDL
189
Well Done LLC
Michigan
$473K
PFA
190
Pathway Financial Advisors
Vermont
$458K +$29.8K +349 +8%
WFA
191
West Financial Advisors
Iowa
$457K
WWM
192
WJ Wealth Management
Arizona
$449K +$43.5K +510 +11%
FANJ
193
Financial Architects (New Jersey)
New Jersey
$440K -$5.2K -61 -1%
MFG
194
Merit Financial Group
Georgia
$439K +$105K +1,235 +33%
HSBC Holdings
195
HSBC Holdings
United Kingdom
$439K +$427K +5,000 New
PA
196
Prism Advisors
California
$433K +$4.61K +54 +1%
CFA
197
CWS Financial Advisors
Michigan
$430K
COF
198
Capital One Financial
Virginia
$423K
TCOV
199
Trust Company of Vermont
Vermont
$422K -$12.2K -143 -3%
MBTD
200
Mechanics Bank - Trust Department
California
$419K -$4.26K -50 -1%