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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
176
Franklin Resources
California
$632K +$97K +1,105 +16%
GLA
177
Good Life Advisors
Pennsylvania
$628K +$19.7K +224 +3%
FFA
178
First Foundation Advisors
California
$628K +$683K +7,780 New
ZAM
179
Zevin Asset Management
Massachusetts
$613K
LWMG
180
Levy Wealth Management Group
Pennsylvania
$600K +$379K +4,322 +139%
PSC
181
Prentiss Smith & Co
Vermont
$591K +$108K +1,231 +20%
WFAG
182
Wescott Financial Advisory Group
Pennsylvania
$578K +$126K +1,435 +25%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$576K +$29.8K +340 +5%
AIP
184
Almanack Investment Partners
Pennsylvania
$570K -$35.2K -401 -5%
MFA
185
McClarren Financial Advisors
Pennsylvania
$556K +$1.58K +18 +0.3%
UL
186
Unionview LLC
Washington
$555K +$75.7K +862 +14%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$555K +$390K +4,440 +199%
MFG
188
Monumental Financial Group
Maryland
$553K +$177K +2,011 +42%
WF
189
Warner Financial
Maryland
$545K +$111K +1,269 +23%
CAM
190
Carret Asset Management
New York
$544K +$1.67K +19 +0.3%
SWA
191
Sax Wealth Advisors
New Jersey
$542K
HNB
192
Huntington National Bank
Ohio
$535K
EDRIA
193
Edmonds Duncan Registered Investment Advisors
Kansas
$534K +$79.2K +902 +16%
CIBC Asset Management
194
CIBC Asset Management
Ontario, Canada
$533K
MGWM
195
Marks Group Wealth Management
Minnesota
$532K
BJL
196
Brighton Jones LLC
Washington
$528K -$161K -1,831 -22%
TAM
197
Trillium Asset Management
Massachusetts
$528K
WFA
198
West Financial Advisors
Iowa
$521K +$2.28K +26 +0.4%
WWM
199
WJ Wealth Management
Arizona
$508K +$82.5K +940 +18%
SAS
200
Sanford Advisory Services
Michigan
$505K -$100K -1,144 -15%