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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
176
Bell Bank
North Dakota
$928K +$161K +1,562 +22%
AIP
177
Almanack Investment Partners
Pennsylvania
$922K +$2.67K +26 +0.3%
MF
178
Meridian Financial
Massachusetts
$908K +$878K +8,543 New
NA
179
NewEdge Advisors
Louisiana
$894K +$399K +3,879 +86%
AA
180
Addison Advisors
Vermont
$892K -$12.3K -120 -1%
BJL
181
Brighton Jones LLC
Washington
$878K +$103 +1 +0%
AAS
182
Ameritas Advisory Services
Nebraska
$876K +$847K +8,242 New
SPL
183
Smart Portfolios LLC
Washington
$862K +$14.6K +142 +2%
RRA
184
Round Rock Advisors
Connecticut
$821K +$794K +7,724 New
SAS
185
Sanford Advisory Services
Michigan
$813K
ZAM
186
Zevin Asset Management
Massachusetts
$808K
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$805K +$173K +1,684 +29%
Members Trust
188
Members Trust
Florida
$804K
TAM
189
Trillium Asset Management
Massachusetts
$803K -$91.9K -894 -11%
GKWIM
190
Gerber Kawasaki Wealth & Investment Management
California
$803K +$774K +7,533 +23,541%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$798K
PGA
192
Portland Global Advisors
Maine
$772K +$74K +720 +11%
OWA
193
Opal Wealth Advisors
New York
$768K +$80.6K +784 +12%
Chevy Chase Trust
194
Chevy Chase Trust
Maryland
$761K -$684K -6,658 -48%
HNB
195
Huntington National Bank
Ohio
$761K -$511K -4,967 Closed
RIS
196
Retirement Income Solutions
Michigan
$742K +$717K +6,979 New
MFA
197
McClarren Financial Advisors
Pennsylvania
$730K +$2.06K +20 +0.3%
CCM
198
Coldstream Capital Management
Washington
$727K +$288K +2,802 +69%
AGA
199
Arkos Global Advisors
Texas
$725K -$16.4K -160 -2%
FANJ
200
Financial Architects (New Jersey)
New Jersey
$720K +$103 +1 +0%