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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
$773K
TIA
177
Traphagen Investment Advisors
New Jersey
$764K -$277K -3,118 -28%
PA
178
Prism Advisors
California
$762K +$17.5K +197 +2%
WCWM
179
Willow Creek Wealth Management
California
$757K -$12.8K -144 -2%
OIA
180
OneDigital Investment Advisors
Kansas
$755K +$83.1K +936 +13%
SPC
181
Sigma Planning Corp
Michigan
$735K -$12.3K -138 -2%
PSC
182
Prentiss Smith & Co
Vermont
$716K +$22.7K +256 +3%
UL
183
Unionview LLC
Washington
$692K -$151K -1,701 -19%
SPIA
184
Steward Partners Investment Advisory
New York
$672K +$4.44K +50 +0.7%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$664K +$630K +7,094 New
Members Trust
186
Members Trust
Florida
$664K +$630K +7,089 New
MFA
187
McClarren Financial Advisors
Pennsylvania
$656K +$1.69K +19 +0.3%
CAM
188
Carret Asset Management
New York
$641K +$1.51K +17 +0.2%
RIS
189
Retirement Income Solutions
Michigan
$633K +$24.3K +274 +4%
MFG
190
Merit Financial Group
Georgia
$632K
GSWM
191
Greenup Street Wealth Management
Michigan
$627K -$124K -1,391 -17%
WFAG
192
Wescott Financial Advisory Group
Pennsylvania
$625K +$32.5K +366 +6%
WF
193
Warner Financial
Maryland
$620K +$622 +7 +0.1%
EDRIA
194
Edmonds Duncan Registered Investment Advisors
Kansas
$620K
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$618K
HBT
196
Hills Bank & Trust
Iowa
$618K
SWA
197
Sax Wealth Advisors
New Jersey
$615K -$13.8K -155 -2%
AGA
198
Arkos Global Advisors
Texas
$598K -$22.7K -256 -4%
MWM
199
Modera Wealth Management
New Jersey
$596K +$221K +2,487 +64%
WWM
200
WJ Wealth Management
Arizona
$590K +$280K +3,152 +100%