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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
201
Opal Wealth Advisors
New York
$503K -$9.57K -109 -2%
PBO
202
Peoples Bank (Ohio)
Ohio
$499K -$8.78K -100 -2%
PCM
203
Parsons Capital Management
Rhode Island
$496K +$4.83K +55 +0.9%
BAM
204
Belpointe Asset Management
Nevada
$494K -$13.2K -150 -2%
NL
205
NEPC LLC
Massachusetts
$488K -$113K -1,287 -18%
NP
206
NorthRock Partners
Minnesota
$486K -$140K -1,591 -21%
PA
207
Pinnacle Associates
New York
$483K +$11.9K +136 +2%
BSW
208
Buckingham Strategic Wealth
Missouri
$482K +$14K +159 +3%
CCFM
209
Clear Creek Financial Management
Washington
$482K +$524K +5,972 New
SVWAG
210
Sound View Wealth Advisors Group
Georgia
$473K
CCM
211
Coldstream Capital Management
Washington
$471K -$9.57K -109 -2%
LB
212
Leo Brokerage
Texas
$453K +$1.23K +14 +0.3%
CPFP
213
Clear Perspectives Financial Planning
Ohio
$451K -$1.7M -19,332 -78%
Cerity Partners
214
Cerity Partners
New York
$445K +$485K +5,520 New
WCM
215
WealthBridge Capital Management
Ohio
$441K +$6.67K +76 +1%
PMG
216
ProVise Management Group
Florida
$439K +$27K +308 +6%
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$438K -$4.39K -50 -0.9%
FNWM
218
Financial Network Wealth Management
Utah
$436K
WDL
219
Well Done LLC
Michigan
$436K +$1.32K +15 +0.3%
GWM
220
Grand Wealth Management
Michigan
$436K +$14.5K +165 +3%
MWM
221
Modera Wealth Management
New Jersey
$434K +$137K +1,556 +41%
PA
222
Prism Advisors
California
$422K +$3.42K +39 +0.8%
Neuberger Berman Group
223
Neuberger Berman Group
New York
$413K -$34.3K -391 -7%
GSWM
224
Greenup Street Wealth Management
Michigan
$406K -$18.4K -210 -4%
GL
225
Graypoint LLC
New York
$404K