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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
201
Cape Cod Five Cents Savings Bank
Massachusetts
$256K -$12.3K -170 -5%
CAG
202
Crestwood Advisors Group
Massachusetts
$255K
VHAM
203
Van Hulzen Asset Management
California
$254K -$17.8K -246 -7%
SFA
204
Sequoia Financial Advisors
Ohio
$254K +$867 +12 +0.3%
BCWM
205
Bartlett & Co Wealth Management
Ohio
$250K -$10.8K -150 -4%
WT
206
Whittier Trust
California
$250K -$63.6K -880 -21%
BC
207
Bartlett & Co
Ohio
$250K -$10.8K -150 -4%
PAI
208
Pittenger & Anderson Inc
Nebraska
$249K +$110K +1,522 +82%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$246K -$45.6K -632 -16%
AWM
210
Affinity Wealth Management
Delaware
$243K +$235K +3,256 New
SAM
211
Secure Asset Management
Michigan
$242K -$127K -1,754 -35%
TIA
212
Traphagen Investment Advisors
New Jersey
$241K +$237K +3,280 New
FM
213
Family Management
New York
$232K
RG
214
Rikoon Group
New Mexico
$232K
SVWAG
215
Sound View Wealth Advisors Group
Georgia
$232K +$2.46K +34 +1%
MFG
216
Merit Financial Group
Georgia
$230K
RICHC
217
Renaissance Investment Consultants Holding Company
Pennsylvania
$229K +$722 +10 +0.3%
PJSIMP
218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$225K -$4.91K -68 -2%
SHWM
219
Silicon Hills Wealth Management
Texas
$224K +$220K +3,044 New
PAS
220
Park Avenue Securities
New York
$221K +$217K +3,000 New
DWT
221
Dorsey & Whitney Trust
South Dakota
$218K +$214K +2,960 New
FFN
222
Focus Financial Network
Minnesota
$217K +$213K +2,954 New
H
223
HoyleCohen
California
$213K -$7.95K -110 -4%
FPF
224
First Pacific Financial
Washington
$212K +$208K +2,886 New
HTC
225
Haverford Trust Company
Pennsylvania
$210K +$207K +2,860 New