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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
201
Rollins Financial Advisors
New York
$857K
ZF
202
Zhang Financial
Michigan
$848K +$813K +7,046 New
UL
203
Unionview LLC
Washington
$843K +$2.19K +19 +0.3%
CAM
204
Carret Asset Management
New York
$838K +$3K +26 +0.4%
JFA
205
JNBA Financial Advisors
Minnesota
$829K -$146K -1,268 -16%
LT
206
Legacy Trust
Michigan
$818K +$784K +6,792 New
APG
207
Abacus Planning Group
South Carolina
$801K +$461 +4 +0.1%
WP
208
WMS Partners
Maryland
$801K +$768K +6,658 New
GT
209
Glenmede Trust
Pennsylvania
$793K
SG
210
Sharper & Granite
California
$783K +$6.34K +55 +0.9%
HCM
211
Hengehold Capital Management
Ohio
$783K
WF
212
Warner Financial
Maryland
$783K +$31.6K +274 +4%
Members Trust
213
Members Trust
Florida
$783K
Renaissance Technologies
214
Renaissance Technologies
New York
$770K -$957K -8,300 -56%
Comerica Bank
215
Comerica Bank
Texas
$750K +$1.73K +15 +0.2%
PCM
216
Parsons Capital Management
Rhode Island
$734K
CCM
217
Coldstream Capital Management
Washington
$727K
WCM
218
WealthBridge Capital Management
Ohio
$718K +$5.88K +51 +0.9%
HBT
219
Hills Bank & Trust
Iowa
$715K
LEA
220
Legacy Edge Advisors
New York
$712K +$39.3K +341 +6%
MG
221
Mather Group
Illinois
$706K -$87.6K -759 -11%
SWM
222
Silverlake Wealth Management
Vermont
$694K +$70.5K +611 +12%
GSWM
223
Greenup Street Wealth Management
Michigan
$683K -$5.65K -49 -0.9%
MCM
224
MAI Capital Management
Ohio
$675K -$27.8K -241 -4%
WDL
225
Well Done LLC
Michigan
$669K +$2.42K +21 +0.4%