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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
201
Meridian Financial
Massachusetts
$587K -$8.88K -100 -2%
WFA
202
West Financial Advisors
Iowa
$584K -$266 -3 -0%
CCM
203
Coldstream Capital Management
Washington
$579K -$3.73K -42 -0.7%
BSW
204
Buckingham Strategic Wealth
Missouri
$568K +$37.9K +427 +8%
GT
205
Glenmede Trust
Pennsylvania
$561K
MIA
206
MMBG Investment Advisors
Florida
$561K
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$561K +$98.8K +1,112 +23%
HCM
208
Hengehold Capital Management
Ohio
$557K +$22.6K +254 +4%
WCM
209
WealthBridge Capital Management
Ohio
$555K +$89 +1 +0%
PCM
210
Parsons Capital Management
Rhode Island
$551K +$102K +1,146 +24%
FA
211
Fiduciary Alliance
South Carolina
$549K +$521K +5,861 New
SG
212
Sharper & Granite
California
$547K -$3.55K -40 -0.7%
EPP
213
ETF Portfolio Partners
Kansas
$547K +$519K +5,837 New
SVWAG
214
Sound View Wealth Advisors Group
Georgia
$545K -$31.1K -350 -6%
DAS
215
Dynamic Advisor Solutions
Arizona
$539K -$112K -1,264 -18%
PBO
216
Peoples Bank (Ohio)
Ohio
$537K -$2.67K -30 -0.5%
NB
217
NBT Bank
New York
$535K
BJL
218
Brighton Jones LLC
Washington
$532K -$37.2K -419 -7%
NP
219
NorthRock Partners
Minnesota
$532K +$89 +1 +0%
MFG
220
Monumental Financial Group
Maryland
$531K -$4.97K -56 -1%
PMG
221
ProVise Management Group
Florida
$531K
HNB
222
Huntington National Bank
Ohio
$520K
ZAM
223
Zevin Asset Management
Massachusetts
$519K -$33K -372 -6%
TCOV
224
Trust Company of Vermont
Vermont
$518K +$2.04K +23 +0.4%
WDL
225
Well Done LLC
Michigan
$514K +$1.24K +14 +0.3%