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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
West Financial Advisors
Iowa
$623K +$3.49K +36 +0.6%
OWA
202
Opal Wealth Advisors
New York
$614K -$86K -887 -12%
PBO
203
Peoples Bank (Ohio)
Ohio
$608K -$9.69K -100 -2%
BAM
204
Belpointe Asset Management
Nevada
$607K -$16.7K -172 -3%
PSC
205
Prentiss Smith & Co
Vermont
$591K +$14.9K +154 +3%
PCM
206
Parsons Capital Management
Rhode Island
$590K -$20.8K -215 -3%
UL
207
Unionview LLC
Washington
$582K +$17.8K +184 +3%
SWM
208
Spire Wealth Management
Virginia
$579K +$11.3K +117 +2%
CCM
209
Coldstream Capital Management
Washington
$575K -$87.3K -901 -13%
FANJ
210
Financial Architects (New Jersey)
New Jersey
$571K -$84.8K -875 -13%
SVWAG
211
Sound View Wealth Advisors Group
Georgia
$568K +$85.2K +879 +18%
PA
212
Pinnacle Associates
New York
$566K +$212K +2,187 +60%
BSW
213
Buckingham Strategic Wealth
Missouri
$564K
WFAG
214
Wescott Financial Advisory Group
Pennsylvania
$555K -$19.6K -202 -3%
EDRIA
215
Edmonds Duncan Registered Investment Advisors
Kansas
$554K
LB
216
Leo Brokerage
Texas
$542K +$542K +5,594 New
AWA
217
Arete Wealth Advisors
Illinois
$541K +$100K +1,033 +23%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$534K +$197K +2,037 +59%
WCFA
219
Walkner Condon Financial Advisors
Wisconsin
$531K +$531K +5,484 New
FNWM
220
Financial Network Wealth Management
Utah
$524K
WCM
221
WealthBridge Capital Management
Ohio
$522K -$14.5K -150 -3%
WDL
222
Well Done LLC
Michigan
$522K
WWM
223
WJ Wealth Management
Arizona
$520K -$4.19M -43,263 -89%
BAM
224
Barrett Asset Management
New York
$508K
GSWM
225
Greenup Street Wealth Management
Michigan
$508K +$57.4K +592 +13%