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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parkside Advisors
California
$336K +$8.91K +114 +3%
5L
202
55I LLC
Massachusetts
$334K -$229K -2,934 -42%
JIC
203
Johnson Investment Counsel
Ohio
$333K
EWF
204
Epstein & White Financial
California
$331K +$14.5K +186 +5%
BWM
205
Bulltick Wealth Management
Florida
$329K +$313K +4,000 New
TNB
206
TCF National Bank
South Dakota
$321K +$4.07K +52 +1%
BSW
207
Buckingham Strategic Wealth
Missouri
$320K
SFG
208
SNS Financial Group
Minnesota
$314K -$214K -2,740 -42%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$312K +$78.2K +1,000 +37%
MKA
210
M. Kulyk & Associates
Georgia
$311K +$295K +3,776 New
OWP
211
Obermeyer Wealth Partners
Colorado
$311K +$295K +3,780 New
MFG
212
Merit Financial Group
Georgia
$310K +$49.8K +637 +20%
GWM
213
Geneos Wealth Management
Colorado
$305K +$103K +1,318 +61%
MWM
214
Modera Wealth Management
New Jersey
$303K
AC
215
Alexandria Capital
Virginia
$302K
SCG
216
Sonata Capital Group
Washington
$300K
MCWS
217
McKinley Carter Wealth Services
West Virginia
$299K -$18.8K -241 -6%
MFS
218
McNamara Financial Services
Massachusetts
$298K -$158K -2,023 -50%
AIM
219
Acropolis Investment Management
Missouri
$294K
PAI
220
Pittenger & Anderson Inc
Nebraska
$292K +$12.4K +158 +5%
EVM
221
Eaton Vance Management
Massachusetts
$291K
RCM
222
Radnor Capital Management
Pennsylvania
$288K
WCG
223
Weaver Consulting Group
California
$288K
CAG
224
Crestwood Advisors Group
Massachusetts
$286K
VHAM
225
Van Hulzen Asset Management
California
$285K