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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
201
Monumental Financial Group
Maryland
$461K -$66.3K -780 -11%
NL
202
NEPC LLC
Massachusetts
$459K
PBO
203
Peoples Bank (Ohio)
Ohio
$458K -$12.8K -150 -2%
BSW
204
Buckingham Strategic Wealth
Missouri
$454K
NP
205
NorthRock Partners
Minnesota
$450K -$7.66K -90 -1%
ZAM
206
Zevin Asset Management
Massachusetts
$449K -$143K -1,685 -22%
FANJ
207
Financial Architects (New Jersey)
New Jersey
$448K +$502K +5,900 New
SVWAG
208
Sound View Wealth Advisors Group
Georgia
$445K
HNB
209
Huntington National Bank
Ohio
$441K
WCM
210
WealthBridge Capital Management
Ohio
$441K
PCM
211
Parsons Capital Management
Rhode Island
$439K -$31.9K -375 -6%
AWM
212
Aprio Wealth Management
Georgia
$436K +$488K +5,739 New
BAM
213
Belpointe Asset Management
Nevada
$432K -$36K -423 -7%
PA
214
PFG Advisors
Arizona
$431K +$483K +5,677 New
PMG
215
ProVise Management Group
Florida
$413K
WCFA
216
Walkner Condon Financial Advisors
Wisconsin
$412K
WDL
217
Well Done LLC
Michigan
$412K +$2.21K +26 +0.5%
FNWM
218
Financial Network Wealth Management
Utah
$411K
GWM
219
Grand Wealth Management
Michigan
$410K
PA
220
Prism Advisors
California
$401K +$4.34K +51 +1%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$394K +$34.1K +401 +8%
D
222
Dentgroup
Louisiana
$385K +$431K +5,066 New
GL
223
Graypoint LLC
New York
$380K +$85 +1 +0%
CPFP
224
Clear Perspectives Financial Planning
Ohio
$379K -$50.2K -590 -11%
FCI
225
Financial Counselors Inc
Kansas
$379K +$20.8K +244 +5%