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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$910K +$871K +5,897 New
MFC
202
Morris Financial Concepts
South Carolina
$903K +$26.1K +177 +3%
RFA
203
Rollins Financial Advisors
New York
$895K -$11.7K -79 -1%
BONH
204
Bank of New Hampshire
New Hampshire
$893K
RCAG
205
Rehmann Capital Advisory Group
Michigan
$885K -$30.6K -207 -3%
FFA
206
Farther Finance Advisors
California
$852K -$137K -929 -14%
AQR Capital Management
207
AQR Capital Management
Connecticut
$844K +$542K +3,668 +203%
APFP
208
Action Point Financial Planning
Michigan
$844K +$26.6K +180 +3%
ML
209
McAdam LLC
Pennsylvania
$841K +$33.8K +229 +4%
RRA
210
Red Reef Advisors
Florida
$840K +$1.48K +10 +0.2%
SPC
211
Sigma Planning Corp
Michigan
$838K +$385K +2,606 +92%
MBTD
212
Mechanics Bank - Trust Department
California
$833K
WCFA
213
Walkner Condon Financial Advisors
Wisconsin
$817K +$148 +1 +0%
HI
214
Harbour Investments
Wisconsin
$812K +$443 +3 +0.1%
PCM
215
Parsons Capital Management
Rhode Island
$809K
GT
216
Glenmede Trust
Pennsylvania
$804K -$4.72K -32 -0.6%
MWM
217
Modera Wealth Management
New Jersey
$803K
BC
218
Brio Consultants
California
$789K +$2.36K +16 +0.3%
SAI
219
Savvy Advisors Inc
New York
$788K +$738 +5 +0.1%
RWM
220
Riverbend Wealth Management
South Carolina
$772K
MG
221
Mather Group
Illinois
$769K -$738 -5 -0.1%
PFM
222
Peak Financial Management
Massachusetts
$765K +$44.3K +300 +6%
LI
223
LRI Investments
Florida
$762K
MFG
224
Merit Financial Group
Georgia
$758K -$19.5K -132 -3%
SCM
225
SCS Capital Management
Massachusetts
$754K -$14.5K -98 -2%