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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
176
Wescott Financial Advisory Group
Pennsylvania
$563K +$21.1K +248 +3%
PSC
177
Prentiss Smith & Co
Vermont
$556K
GSWM
178
Greenup Street Wealth Management
Michigan
$549K +$187K +2,196 +44%
SPIA
179
Steward Partners Investment Advisory
New York
$541K -$513K -6,034 -46%
AWA
180
Arete Wealth Advisors
Illinois
$532K -$26.5K -312 -4%
MFA
181
McClarren Financial Advisors
Pennsylvania
$526K +$2.89K +34 +0.5%
TIA
182
Traphagen Investment Advisors
New Jersey
$526K +$244K +2,867 +71%
AWS
183
Atria Wealth Solutions
New York
$515K -$310K -3,650 -35%
WF
184
Warner Financial
Maryland
$513K
CAM
185
Carret Asset Management
New York
$512K
SWA
186
Sax Wealth Advisors
New Jersey
$510K
WA
187
Wealth Alliance
New York
$506K +$567K +6,668 New
EDRIA
188
Edmonds Duncan Registered Investment Advisors
Kansas
$503K
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$501K
HBT
190
Hills Bank & Trust
Iowa
$501K +$561K +6,600 New
MGWM
191
Marks Group Wealth Management
Minnesota
$500K
TAM
192
Trillium Asset Management
Massachusetts
$497K
LF
193
Lantz Financial
Illinois
$496K +$556K +6,531 New
WFA
194
West Financial Advisors
Iowa
$491K
SAS
195
Sanford Advisory Services
Michigan
$487K +$12.8K +151 +2%
BJL
196
Brighton Jones LLC
Washington
$478K -$20.3K -239 -4%
WWM
197
WJ Wealth Management
Arizona
$478K
PFA
198
Pathway Financial Advisors
Vermont
$477K +$114K +1,341 +27%
RIA
199
Regal Investment Advisors
Michigan
$468K +$525K +6,170 New
MIA
200
MMBG Investment Advisors
Florida
$462K +$177K +2,085 +52%