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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
176
Willow Creek Wealth Management
California
$722K
GSWM
177
Greenup Street Wealth Management
Michigan
$710K +$185K +2,151 +36%
SPC
178
Sigma Planning Corp
Michigan
$702K -$28.8K -335 -4%
PA
179
Prism Advisors
California
$697K +$109K +1,271 +19%
NL
180
NEPC LLC
Massachusetts
$669K +$77.8K +905 +13%
PSC
181
Prentiss Smith & Co
Vermont
$649K +$5.58K +65 +0.9%
OIA
182
OneDigital Investment Advisors
Kansas
$626K +$311K +3,619 +103%
SPIA
183
Steward Partners Investment Advisory
New York
$625K
FPF
184
First Pacific Financial
Washington
$620K +$257K +2,990 +73%
DAS
185
Dynamic Advisor Solutions
Arizona
$616K -$332K -3,862 -35%
MFA
186
McClarren Financial Advisors
Pennsylvania
$613K +$2.23K +26 +0.4%
CAM
187
Carret Asset Management
New York
$599K +$2.23K +26 +0.4%
MFG
188
Merit Financial Group
Georgia
$592K
SWA
189
Sax Wealth Advisors
New Jersey
$590K
AGA
190
Arkos Global Advisors
Texas
$583K -$62.3K -725 -10%
EDRIA
191
Edmonds Duncan Registered Investment Advisors
Kansas
$581K
WF
192
Warner Financial
Maryland
$581K -$7.82K -91 -1%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$579K
HBT
194
Hills Bank & Trust
Iowa
$579K
MGWM
195
Marks Group Wealth Management
Minnesota
$579K
RIS
196
Retirement Income Solutions
Michigan
$570K -$80.1K -932 -13%
GT
197
Glenmede Trust
Pennsylvania
$561K +$475K +5,532 +642%
MF
198
Meridian Financial
Massachusetts
$559K -$68.7K -800 -11%
WFAG
199
Wescott Financial Advisory Group
Pennsylvania
$554K -$323K -3,763 -37%
WFA
200
West Financial Advisors
Iowa
$548K -$19.1K -222 -3%