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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
201
Claraphi Advisory Network
United States
$73K +$85.5K +1,334 New
GAM
202
Gemmer Asset Management
California
$69K
NSIM
203
North Star Investment Management
Illinois
$67K
BWP
204
Baldwin Wealth Partners
Massachusetts
$66K
HI
205
Hudock Inc
Pennsylvania
$60K +$256 +4 +0.4%
APC
206
Aspire Private Capital
North Carolina
$56K +$1.41K +22 +2%
HIA
207
Harbor Investment Advisory
Maryland
$53K -$38.7K -604 -38%
AF
208
Advisornet Financial
Minnesota
$51K -$8.46K -132 -13%
SF
209
Synovus Financial
Georgia
$51K +$25.5K +398 +77%
IA
210
IFP Advisors
Florida
$48K +$16.3K +254 +42%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$47K -$22.4K -350 -29%
CAC
212
Certified Advisory Corp
Florida
$46K +$256 +4 +0.5%
AIA
213
Arcadia Investment Advisors
Idaho
$42.8K +$13.6K +212 +37%
FEG
214
Financial Enhancement Group
Indiana
$40K
HR
215
Howe & Rusling
New York
$35K +$41K +640 New
WEC
216
Winslow Evans & Crocker
Massachusetts
$34K
1IA
217
1834 Investment Advisors
Wisconsin
$33K
ATC
218
Adirondack Trust Company
New York
$33K
APA
219
American Portfolios Advisors
New York
$29.5K +$26.8K +418 +348%
ACA
220
Aptus Capital Advisors
Alabama
$28K
FWM
221
Focused Wealth Management
New York
$25K -$31.7K -494 -52%
Fidelity Investments
222
Fidelity Investments
Massachusetts
$23K -$128 -2 -0.5%
CAAS
223
Capital Asset Advisory Services
Michigan
$21K -$385 -6 -2%
AF
224
Affiance Financial
Minnesota
$21K
ADL
225
Asset Dedication LLC
California
$18K -$2.95K -46 -12%