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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Carret Asset Management
New York
$694K +$5.13K +55 +0.8%
MFG
202
Merit Financial Group
Georgia
$691K +$11.4K +122 +2%
GSWM
203
Greenup Street Wealth Management
Michigan
$688K +$78.4K +840 +14%
SG
204
Sharper & Granite
California
$686K +$87.7K +940 +16%
BSW
205
Buckingham Strategic Wealth
Missouri
$684K +$69.4K +744 +12%
EDRIA
206
Edmonds Duncan Registered Investment Advisors
Kansas
$665K
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$663K
HBT
208
Hills Bank & Trust
Iowa
$663K
SWA
209
Sax Wealth Advisors
New Jersey
$660K
FCG
210
Fielder Capital Group
Tennessee
$658K +$610K +6,543 New
WF
211
Warner Financial
Maryland
$653K +$4.85K +52 +0.8%
HCM
212
Hengehold Capital Management
Ohio
$649K +$47.4K +508 +9%
MWM
213
Modera Wealth Management
New Jersey
$647K +$6.53K +70 +1%
RIS
214
Retirement Income Solutions
Michigan
$646K
GT
215
Glenmede Trust
Pennsylvania
$643K
AAS
216
Ameritas Advisory Services
Nebraska
$634K -$146K -1,569 -20%
PCM
217
Parsons Capital Management
Rhode Island
$626K +$6.53K +70 +1%
WCM
218
WealthBridge Capital Management
Ohio
$616K +$187 +2 +0%
MF
219
Meridian Financial
Massachusetts
$615K +$4.67K +50 +0.8%
MIA
220
MMBG Investment Advisors
Florida
$612K
CCM
221
Coldstream Capital Management
Washington
$607K
FA
222
Fiduciary Alliance
South Carolina
$601K -$157K -1,686 -22%
ClearBridge Investments
223
ClearBridge Investments
New York
$598K +$555K +5,946 New
PMG
224
ProVise Management Group
Florida
$594K +$31.1K +333 +6%
APG
225
Abacus Planning Group
South Carolina
$591K +$17.5K +188 +3%