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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGA
176
Portland Global Advisors
Maine
$628K
SWA
177
Sax Wealth Advisors
New Jersey
$620K +$988 +10 +0.2%
PBO
178
Peoples Bank (Ohio)
Ohio
$619K -$22.7K -230 -3%
OWA
179
Opal Wealth Advisors
New York
$618K +$41.1K +416 +7%
PCM
180
Parsons Capital Management
Rhode Island
$615K -$24.2K -245 -4%
Bank of New York Mellon
181
Bank of New York Mellon
New York
$614K +$99 +1 +0%
HA
182
Harborview Advisors
Maine
$609K +$42.6K +431 +7%
OFG
183
Oxford Financial Group
Indiana
$596K
HNB
184
Huntington National Bank
Ohio
$594K +$7.41K +75 +2%
BOS
185
Bingham Osborn & Scarborough
California
$586K -$78.3K -792 -11%
PFO
186
Pathstone Family Office
New Jersey
$576K
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$566K +$583K +5,896 New
SWM
188
Spire Wealth Management
Virginia
$559K
TRCT
189
Tower Research Capital (TRC)
New York
$557K +$54.9K +556 +11%
TWM
190
TriaGen Wealth Management
California
$555K +$99 +1 +0%
LB
191
Leo Brokerage
Texas
$553K +$790 +8 +0.1%
EDRIA
192
Edmonds Duncan Registered Investment Advisors
Kansas
$549K
BSW
193
Buckingham Strategic Wealth
Missouri
$545K +$54.7K +554 +11%
CCM
194
Coldstream Capital Management
Washington
$539K -$170K -1,720 -30%
PSC
195
Prentiss Smith & Co
Vermont
$531K -$89.7K -908 -14%
Franklin Resources
196
Franklin Resources
California
$529K +$1.88K +19 +0.3%
MFG
197
Monumental Financial Group
Maryland
$523K -$8.1K -82 -1%
FNWM
198
Financial Network Wealth Management
Utah
$519K
WDL
199
Well Done LLC
Michigan
$517K -$1.98K -20 -0.4%
GLA
200
Good Life Advisors
Pennsylvania
$504K +$75.5K +764 +17%