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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
201
Glenmede Trust
Pennsylvania
$726K +$27.1K +260 +4%
SDJVC
202
St. Denis J. Villere & Co
Louisiana
$722K -$208K -2,000 -23%
SWA
203
Sax Wealth Advisors
New Jersey
$717K
HCM
204
Hengehold Capital Management
Ohio
$710K +$4.17K +40 +0.6%
APG
205
Abacus Planning Group
South Carolina
$709K +$64.4K +618 +11%
Jane Street
206
Jane Street
New York
$708K +$415K +3,988 +160%
RIS
207
Retirement Income Solutions
Michigan
$702K
SG
208
Sharper & Granite
California
$701K -$31.7K -304 -4%
MWM
209
Modera Wealth Management
New Jersey
$700K -$2.6K -25 -0.4%
SPC
210
Sigma Planning Corp
Michigan
$682K +$233K +2,234 +56%
WF
211
Warner Financial
Maryland
$680K -$27.8K -267 -4%
EDRIA
212
Edmonds Duncan Registered Investment Advisors
Kansas
$680K -$40.9K -393 -6%
HF
213
HRT Financial
New York
$679K +$648K +6,227 New
PCM
214
Parsons Capital Management
Rhode Island
$675K -$4.89K -47 -0.8%
WCM
215
WealthBridge Capital Management
Ohio
$670K +$104 +1 +0%
CCM
216
Coldstream Capital Management
Washington
$659K
PI
217
PFG Investments
New York
$655K +$164K +1,573 +36%
HBT
218
Hills Bank & Trust
Iowa
$648K -$68.8K -661 -10%
GSWM
219
Greenup Street Wealth Management
Michigan
$643K -$99.3K -954 -14%
PMG
220
ProVise Management Group
Florida
$640K -$4.89K -47 -0.8%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$639K +$361K +3,463 +145%
MCM
222
MAI Capital Management
Ohio
$637K +$221K +2,126 +57%
SVWAG
223
Sound View Wealth Advisors Group
Georgia
$637K -$1.98K -19 -0.3%
EPP
224
ETF Portfolio Partners
Kansas
$632K +$5.73K +55 +1%
TCOV
225
Trust Company of Vermont
Vermont
$622K +$17K +163 +3%