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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Clearstead Advisors
Ohio
$902K
UIA
177
Ulland Investment Advisors
Minnesota
$893K
AIP
178
Ameritas Investment Partners
Nebraska
$879K -$6.44K -69 -0.8%
MA
179
Mutual Advisors
Nebraska
$878K -$29.5K -316 -3%
RRA
180
Round Rock Advisors
Connecticut
$866K -$57.5K -616 -7%
SDJVC
181
St. Denis J. Villere & Co
Louisiana
$865K +$803K +8,611 New
WP
182
WealthShield Partners
North Carolina
$849K -$5.22K -56 -0.7%
BPA
183
Beacon Pointe Advisors
California
$833K -$677K -7,258 -47%
TIA
184
Traphagen Investment Advisors
New Jersey
$826K +$5.97K +64 +0.8%
CT
185
Coastline Trust
Rhode Island
$823K +$764K +8,187 New
BB
186
Bell Bank
North Dakota
$804K
BRIA
187
Balanced Rock Investment Advisors
Massachusetts
$804K +$746K +8,001 New
WFAG
188
Wescott Financial Advisory Group
Pennsylvania
$802K +$34.1K +366 +5%
WCWM
189
Willow Creek Wealth Management
California
$800K
DCP
190
DSM Capital Partners
Florida
$798K +$741K +7,940 New
SPL
191
Smart Portfolios LLC
Washington
$797K -$85.5K -916 -11%
PSC
192
Prentiss Smith & Co
Vermont
$771K +$1.59K +17 +0.2%
CCFM
193
Clear Creek Financial Management
Washington
$755K -$84.3K -904 -11%
HNB
194
Huntington National Bank
Ohio
$752K
MHI
195
Miller Howard Investments
New York
$738K +$685K +7,341 New
UL
196
Unionview LLC
Washington
$720K +$4.01K +43 +0.6%
SPIA
197
Steward Partners Investment Advisory
New York
$711K
MFA
198
McClarren Financial Advisors
Pennsylvania
$710K +$5.41K +58 +0.8%
Members Trust
199
Members Trust
Florida
$707K
FFA
200
First Foundation Advisors
California
$701K +$105K +1,126 +19%