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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
$720K -$24.2K -257 -3%
WCWM
177
Willow Creek Wealth Management
California
$716K -$12K -127 -2%
SPC
178
Sigma Planning Corp
Michigan
$715K +$8.47K +90 +1%
AAS
179
Ameritas Advisory Services
Nebraska
$708K +$741K +7,873 New
FA
180
Fiduciary Alliance
South Carolina
$689K +$169K +1,801 +31%
PSC
181
Prentiss Smith & Co
Vermont
$689K +$659 +7 +0.1%
WFAG
182
Wescott Financial Advisory Group
Pennsylvania
$685K +$88.4K +939 +14%
Renaissance Technologies
183
Renaissance Technologies
New York
$684K +$301K +3,200 +73%
UL
184
Unionview LLC
Washington
$640K -$25.7K -273 -4%
SPIA
185
Steward Partners Investment Advisory
New York
$636K -$9.51K -101 -1%
Members Trust
186
Members Trust
Florida
$632K -$7.34K -78 -1%
MFA
187
McClarren Financial Advisors
Pennsylvania
$630K -$94 -1 -0%
CAM
188
Carret Asset Management
New York
$616K
MFG
189
Merit Financial Group
Georgia
$607K
EDRIA
190
Edmonds Duncan Registered Investment Advisors
Kansas
$596K
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$594K
HBT
192
Hills Bank & Trust
Iowa
$594K
SWA
193
Sax Wealth Advisors
New Jersey
$591K
WF
194
Warner Financial
Maryland
$580K -$16.9K -180 -3%
RIS
195
Retirement Income Solutions
Michigan
$578K -$31.5K -335 -5%
GT
196
Glenmede Trust
Pennsylvania
$575K
MWM
197
Modera Wealth Management
New Jersey
$572K
WFA
198
West Financial Advisors
Iowa
$561K
NL
199
NEPC LLC
Massachusetts
$558K -$549K -5,839 -48%
PCM
200
Parsons Capital Management
Rhode Island
$554K +$26K +276 +5%